Insightful Customer Data at Your Fingertips
CSI’s integrated banking customer relationship management (CRM) software allows you to effectively track, view and analyze customer interactions across the entire customer lifecycle, even when they are prospects. And because CSI’s CRM is fully integrated into NuPoint, you can:
- Manage user interactions by enabling notes, email syncing appointment setting, reminders, channel analysis and more
- Record and track customer inquiries, resolve complaints and receive real-time notifications
- Distinguish between customers, prospects and affiliates by tracking individual and business relational information through automated visual mapping from core banking data
- Create messaging and monitor performance of marketing campaigns and batch communications from start to finish
- Connect your marketing efforts straight to new revenue for your bank by quickly directing opportunities and referrals to the appropriate staff member or group, maximizing the potential of a sale
Detailed customer data like account relationships, demographic profiles, transactions activities, past interactions and more
Access to the same analytical and data management power as the largest banks in the world
Visualizations of “what-if” business scenarios.
Executive-level summaries
