Customer Engagement

Want to form deeper connections with your banking customers?

CSI’s suite of customer engagement tools, integrated into our core banking solution, help you nurture customer relationships and enhance the in-branch and digital banking experience.

Connect with Your Banking Customers

Today’s banking customers expect more from your institution than ever before—both in the services you offer and in the technology your bank provides. Our banking CRM software, ATM operating system and other core-integrated customer engagement technologies help your banking customers stay connected and create a unified customer experience, no matter where they decide to bank.


Connects Employees with the Latest Banking Technologies
Connects Employees with the Latest Banking Technologies
Empowers Customers to Engage in Autonomous Banking
Empowers Customers to Engage in Autonomous Banking

Harnesses the Power of Customer Data
Harnesses the Power of Customer Data

Integrates with Our Core Banking System
Integrates with Our Core Banking System

CRM for Banks

Your customers expect you to truly know them. With integrated banking customer relationship management (CRM) software, you can use technology to manage your customer relationships. CSI’s CRM for banks can help your financial institution capture customer data so you can track, view and analyze interactions across the entire customer lifecycle, even when they are prospects. And because CSI’s CRM is fully integrated into our core banking solution, you can enhance the way you view the entire customer journey with:

  • Customer Contact Management: Manage user interactions by enabling notes, email syncing appointment setting, reminders, transactional channel and analysis and more
  • Case Management & Workflow: Record and track customer inquiries, resolve complaints and receive real-time notifications
  • Relationship Management: Distinguish between customers, prospects and affiliates by tracking individual and business relational information through automated visual mapping from core banking data
  • Campaign Management: Create messaging and monitor performance of marketing campaigns and batch communications from start to finish
  • Sales & Referral Tracking: 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

Secure Wi-Fi Banking

Offer your customers and employees a secure, wireless connection tailored to financial institutions with CSI’s secure Wi-Fi banking. Our secure Wi-Fi service provides the infrastructure needed to:

  • Offer high-speed, superior Wi-Fi connectivity
  • Set up in-bank access points that provide public and private hot spots at each branch
  • Create secure and compliant networks that are easy to audit

Bank ATM Operating System

Provide your customers with real-time, accurate account visibility with CSI’s bank ATM operating system. Our ATM operating system integrates account information directly from your core banking platform and verifies customer transactions against real-time balances, offering:

  • Host-to-host balance verification and transaction markups in an online environment
  • A risk-mitigation system that detects unusual activity based on known patterns
  • ATM problem management support system
  • Ad hoc reporting capabilities

Interactive Voice Response Banking

Set up secure, effective communication with your customers by delivering quality, phone-based offerings with CSI’s phone banking system. Using our secure phone banking system, your customers can:

  • Transfer funds, split loan payments, list pending ACH items and more
  • Access account history
  • Receive technical support

CSI’s profitability tools give you value right out of the gate and the flexibility provides you with additional value each quarter.

Mike Atwood
First State Bank
Executive Vice President and CFO

Get In Touch

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

Let’s talk