Stay connected with your customers.

Improve communications with multi-channel statements and documents.

Transform your customer statement experience

Meet your customers in the channel of their choosing with cost-effective document distribution.

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Reimagine your digital bank statements

Increase engagement by elevating your statements and documents with interactivity and personalization, including targeted marketing.

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Securely print and distribute your documents

Streamline your document distribution with secure, efficient printing and delivery—all while optimizing costs.

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Streamline item processing

View files requiring processing in a centralized location, experience enhanced security and optimize costs for storage with a user-friendly, cloud-hosted solution. With a core-agnostic item processing program, you maintain control of processing while ensuring accuracy and efficiency.

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We’ve almost doubled our asset size in the last five years, and we’ve not had to increase our staff. We do have other efficiencies, but the bottom line is, yes, we feel like CSI’s products—especially Print & Mail, eStatements and RCD—have allowed us to grow our bank without having to grow our staff.

Gary Welsh
First Bethany Bank & Trust
Senior Vice President
Why Digital Statements Are a Critical Customer

Why Digital Statements are a Critical Customer Touchpoint

Find out how your institution can transform statements into an effective engagement touchpoint.

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Frequently Asked Questions

While document distribution varies for each provider, CSI helps your institution cater to all your customers’ or members’ expectations. From customers or members who prefer printed bank statements to those who rely on interactive digital statements, CSI empowers you to deliver an exceptional experience while adhering to federal guidelines around data storage.

CSI provides a wide range of secure digital and print solutions for banks, credit unions and other financial institutions, including:

  • Custom design of digital and printed bank statements
  • Bank statement targeted marketing
  • A secure online portal to review and schedule services and reports
  • Document storage, retrieval and distribution from highly secure and redundant data and print centers
  • Optimized USPS Postal discounts for print and mail services
  • Check disbursement printing services

In today’s digital-first world, interactive digital statements ensure cross-channel consistency and convenience. They can also be customized to reflect your brand and provide you with additional targeted cross-selling opportunities.

Partnering with a trusted provider of document distribution services like CSI allows your institution to maximize the benefits from digital statements, including improved accessibility, engagement tools and actionable data and analytics. And for customers that expect timely, secure printed statements or documents, it’s critical to have a reliable print and mail partner.

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