CSI Resources



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 Digital Banking: Single Admin Portal

Digital banking provides a seamless experience for your customers, but it should be seamless for you and your employees as well. With CSI Digital Banking, you don't have to manage multiple portals for the different components of your digital banking platform. It's all in one. See for yourself in this quick video spotlight. 

    CSI's Print/Mail Facility in OKC

    Take a virtual tour and learn more about CSI's state-of-the-art print and mail facility located in Oklahoma City, OK. Let us show you how we are a valuable partner for your print and mail needs.

    50 Years of CSI

    CSI celebrated 50 years in business in 2015. Watch this video as we celebrate 50 years of CSI and all of the milestones along the way.


    Debit Card Management

    Next-gen mobile banking is all about convenience. Our card management features give users the ability to turn debit cards on or off with the touch of a finger. Users can also easily give cards “nicknames” to simplify card identification. See it for yourself in this quick 30 second video spotlight! 

    CSI Mobile Banking Feature Spotlight - Transaction Receipt Images

    Next-gen mobile banking is all about convenience. Our transaction and receipt image features give users the ability to take pictures or upload existing images as receipts for any transactions. Users can also easily sort and search transactions, making banking on the go, that much easier. See it for yourself in this quick 30-second video spotlight. Visit www.csiweb.com/mobileapp today and see what mobile banking looks like.

    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. 

    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. 

    CSI WatchDOG Elite

    CSI's WatchDOG Elite watch list screening software helps your institution fulfill its complicated regulatory compliance needs. Watch this video to see how Michael's company benefited from finding CSI's WatchDOG Elite software.

    CSI's IT Playbook

    As the Financial IT game has changed, your institution has had to change with it. While that can be difficult, CSI’s IT Playbook can help you catch up and stay ahead. Watch this video to see just how much it can help.

    CSI’s Mobile Banking App - In the Hands of Your Customers

    Check out the NEW CSI Mobile Banking App to see first-hand how it can elevate your customers’ banking experience and boost loyalty to your bank.

    Top 5 Ways to Increase eDelivery Adoption

    Are you ready to join the paperless movement? Many financial institutions and their customers have, and they’re already reaping the benefits. Yet, financial institutions like yours may still be facing one major challenge—customer and member adoption. 

    Watch this short video to learn the top five best practices for weaning your customers off paper and increasing electronic document delivery. It’s time to get more with less. Join the paperless movement today.

    CSI Secure Connect - A Secure Portal Solution

    Whether for your board of directors meeting or employee communications, you need a communications solution that makes working together faster and easier. See how CSI’s Secure Connect portal simplifies both the way you share information and the way individuals interact with it.

    First Service Credit Union uses CSI to Strengthen Their IT Security

    First Service Credit Union was experiencing rapid growth, and its CIO realized the need for additional support to safeguard the credit union’s overall IT security posture. Find out how this credit union used CSI to strengthen their IT security. 

    CSI SmartRisk IQ

    Does starting an ERM program feel like scaling a rock face without a harness? See a different side of risk. It might surprise you.

    CSI IQ - Business Intelligence for Banking

    CSI and SAP, a global leader in business analytics, teamed up to create CSI IQ. Steve Powless, CEO, shares insight on how your bank can harness the power of big data and turn data into actionable information and revenue opportunities.

    Reimagine Your Branch with CSI’s Tablet and Wi-Fi Services

    Steve Powless, CEO, provides examples of how to reimagine your bank branch and increase employee mobility/productivity with Tablet and Wi-Fi services.

    Banking In The Cloud

    What can banking in the cloud do for your FI? Learn more about cloud services here.

    Financial Cloud Computing in Action

    Cloud computing in banking has many advantages. In this video, Cheryl Hartsell, vice president of operations for First Community Bank (Clinton, Ky.), discusses the advantages her bank receives from cloud banking services.

    Banking in the Cloud According to a Bank COO

    Managed services for banks can strengthen operations and improve performance. In this video, Megan Harmon, COO at The Eastern Colorado Bank (Cheyenne Wells, Colo.), discusses how IT outsourcing benefits banks.

    Britni Lacour - Technology You Can Use

    Britni Lacour, cashier at Simmesport State Bank, shares her experiences with NuPoint Teller and how it makes the responsibilities of a teller easier to manage.