Account Growth and Liquidity

Build stronger, more valuable relationships.

Attract and engage account holders while providing responsible options for short-term financial needs—helping you build loyalty and create sustainable revenue.

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Drive Growth, Engagement and Financial Resilience

Banks and credit unions need practical ways to attract profitable account holders, deepen engagement, and support consumers when they need short-term liquidity options.

Our Velocity Solutions suite helps you acquire and engage account holders through debit rewards and referral programs and supports overdraft management through personalized overdraft limits based on ability to repay.

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Identify Growth Opportunities

Use account holder data to better understand who to reach, when to engage, and where growth opportunities are strongest. By helping institutions focus outreach on the right relationships, our Retail Performance Engine™ supports smarter acquisition, more relevant campaigns and stronger long-term value.

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Deepen Everyday Engagement

Turn insights into timely, personalized interactions that encourage account holders to use more of the products and services available to them. With Retail Performance Engine™, your institution can strengthen loyalty, increase usage, and build relationships that last.

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Support Responsible Liquidity

Help account holders access short-term financial support through transparent, institution-led options. Our Consumer Liquidity Engine™ helps banks and credit unions provide liquidity more responsibly, manage risk, and keep consumers connected to their trusted financial institution when financial needs arise.

“I’ve been here a long time, and to see such immediate results with each additional liquidity product we add is amazing.”

Carolyn Jordan
Neighborhood Credit Union
Chief Growth Officer

“We’ve noticed an increase in our debit card swipes, we’ve increased interchange income… Retention rates have been much higher, and we’ve noticed our debit card being top-of-wallet. So, all key metrics that we were looking for when we implemented this solution.”

Chris Heckler
Citizens National Bank
EVP

““The experience that I’ve had with CSI has been nothing but exceptional.””

Zechary Klindt
Americana Community Bank
Digital Solutions Director

Built to strengthen growth, relationships and financial confidence

Connect performance strategies with real account holder needs with CSI’s Velocity Solutions. By combining tools to drive intelligent engagement, relationship growth, and short-term liquidity, your institution can build trust, improve usage, and help consumers move forward with confidence.

Frequently Asked Questions

Velocity Solutions is a CSI solution suite that helps banks and credit unions deepen account holder engagement with checking accounts and provides responsible access to short-term liquidity options.

Velocity Solutions uses data-driven targeting, personalized engagement, and rewards strategies to help institutions attract profitable account holders, reactivate existing relationships, and encourage behaviors that drive long-term value.

Through automated short-term lending, intelligent overdraft management, and alternative credit scoring, Velocity Solutions helps institutions offer fast, responsible liquidity options while managing risk and supporting compliance.

CSI’s Velocity Solutions suite is designed for banks and credit unions that want to strengthen account holder relationships, improve retail banking performance, and offer more flexible support for consumers’ short-term financial needs. Velocity supports banks and credit unions of all sizes, regardless of core.

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News & Resources

3 Tips to Maximize Interchange Revenue

Many banks don't get the most out of their card programs. These tips point you in the right direction.

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Responsible Liquidity Is Becoming a Competitive Advantage

Affordability challenges are changing how consumers think about overdraft. Learn why community financial institutions should rethink how they approach short-term liquidity.

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CSI’s CashPlease® Surpasses 1 Million Loans Through Banks and Credit Unions

Milestone signals broader consumer shift toward affordable small-dollar loans through trusted banks and credit unions as an alternative to higher-cost lending options.

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Get In Touch

Are you looking for the edge to outperform the competition? CSI is a full-service technology and compliance partner.

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