CSI Resources

Videos

From core bank processing and managed services to regulatory compliance and watch list screening, CSI offers a variety of dynamic technology solutions to financial institutions and a variety of other industries. 

Take a closer look at CSI and our suite of products and services by watching these videos. 

CSI Banking CRM Software

Find out how CSI’s banking CRM software—CSI CRM—enables your bank to add a new customer with just one click. Our customer relationship management software is integrated with CSI’s core processing solution, NuPoint®, so your bank can track, capture and manage customer and prospect interactions in one relationship module. Your staff can enter the details of calls, emails and any other interactions to the CRM software and easily access that information from their personalized views. Plus, CSI’s CRM for banking automatically checks data and reveals any duplicates.