Technology is changing the way people interact and communicate. From tablets to smartphones, you are always searching for more convenient, secure and easy ways to interact. Hosting paperless meetings also allows you to save on printing and postage, as well as reduce the need to circulate sensitive materials. That’s where CSI’s Secure Connect portal solution can help.

Our robust communication solution allows you to maximize secure communication within your business in the following ways:

  • Creates a secure portal that can serve as an employee intranet, board portal, loan committee management portal and more
  • Stores current and archived documents for convenience and ease
  • Supports paperless meetings and secure communication
  • Allows you to schedule meetings via a shared calendar
  • Requires no additional hardware, software or additional staff to maintain

CSI’s Secure Connect simplifies the way data is accessed, shared and utilized, allowing you to enhance corporate communication, increase productivity and decrease cost. The portal is a stand-alone communication solution that can be implemented for any financial institution or business.

CSI's Secure Connect portal solution is a useful tool for various teams within your company:

Members of your board of directors gain these advantages with CSI Secure Connect:

  • Secure access to board materials and other confidential information from the convenience of their homes, offices or other remote locations
  • Facilitate communication through online votes, discussion threads and collaboration tools
  • Begin having paperless meetings through a secure board portal

Loan and Audit Committees can use CSI Secure Connect to:

  • Tackle such loan committee management activities, such as reviews and approvals
  • Host paperless meetings, reducing the need to print and circulate sensitive loan documents
  • Manage secure communication among only those who have been granted access to the loan committee portal 

With CSI Secure Connect functioning as an employee intranet, you gain the following benefits:

  • Reduce the need for email, broadcast messages, paper forms, copies and faxes
  • Use the policy manager for automatic distribution and required acknowledgement of policies
  • Utilize fully functional timekeeping, time-off tracking and employee attendance
Ready to take the next step in secure portal communications? Contact CSI today for more information.