Initial Situation

To strengthen customer proximity and relevance, Migros Bank significantly expanded its event program for 2025. The challenge was to organize more events with limited resources. This was set against the backdrop of manual processes—such as Excel spreadsheets and individual arrangements—dominating event management, which led to media discontinuities and a high level of coordination effort.

The turning point came with the introduction of BSI.cx, the automation solution from the BSI Customer Suite.

Together with gateB, Migros Bank was able to digitize and automate the majority of its event processes using BSI.cx: from event entry to invitations and registrations, all the way to feedback and reporting, the workflows are now automated. Manual intervention is only necessary in exceptional cases. Integration with systems such as BSI.crm and Finnova ensures a consistent data foundation and enables advisor teams to initiate data-driven follow-up activities.

Thanks to the flexible configuration options of BSI.cx, processes can be quickly adapted to new requirements—without any programming effort. The iterative approach with weekly coordination and clear responsibilities ensures that event management remains controllable and can be continuously developed.

The efficiency gains are clearly noticeable: In 2025, Migros Bank will organize around 100 events with consistently high quality, saving about 10 hours of manual effort per event—amounting to approximately 125 working days per year. This gives teams more time for personal customer care and further development of the event program. The consistent data foundation enables clean reporting and targeted, personalized follow-up communication. Feedback from participants flows directly into the ongoing development of the event formats.

Migros Bank’s event program remains dynamic and open to further development. The BSI Customer Suite offers numerous opportunities to further optimize processes, integrate new formats, and actively manage the customer experience. The next development steps are clearly focused on continued growth and efficiency—for example, through the introduction of digital invitations and even closer integration with the CRM system. In this way, Migros Bank’s event management will continue to be a strong driver of efficiency, flexibility, and genuine customer proximity in the future.