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 - Case Management Module

Using CSI CRM's Case Management Module, your bank staff can work together to respond to customer inquiries or resolve complaints. And because this banking CRM software solution is fully integrated into CSI’s core banking solution, NuPoint®, you can create customizable case categories, outline protocol steps in adherence with bank policy and set up and receive real-time notifications for a positive customer experience every time.