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Videos

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 CRM Banking 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. Learn how your bank can map the entire customer journey with CSI CRM. You can even take customer relationship management to the next level with Channel Analytics, which track your customers’ preferred transactional channels and propose additional relevant value-added products and services.


CSI Employee Intranet Solution

CSI’s employee intranet solution, CSI Secure Connect, gives your employees secure access to corporate communications. Watch the video to learn more about how our employee portal software can streamline daily operations and increase efficiencies.


CSI Board Portal Solution

CSI’s board portal solution, CSI Secure Connect, gives your board of director’s secure access to confidential board materials, an easy-to-use app and more. Watch this video to learn how to create paperless and efficient board meetings for your directors using our board meeting software.


CSI Bank Account Acquisition Solution – NuFund®

With CSI’s online account opening solution, NuFund, your customers can open checking, savings, Certificates of Deposit and HSA accounts through a simple Web-based process that can be accessed via their channel of choice; including desktop, tablet or mobile device. Your bank can offer multiple products and set parameters by geographic markets; and security and compliance are part of the package. Watch this short video to learn more.


CSI CRM Banking Software - Campaign Management Module

With the CSI CRM Campaign Management Module, fully integrated into NuPoint®, your bank staff can create, manage and track marketing campaigns and batch communications. Easily select a target list, a method for delivery, create the messaging and monitor the results. The campaigns you create are delivered through the channel of your choosing and then the metrics are tracked to monitor the success of those efforts helping your bank determine their ROI and effectiveness.


Cornerstone National Bank & Trust Company | Finding Value in Integrated Technology

When Cornerstone National Bank & Trust Company opened its doors in 2000, it selected CSI as its core processing partner. The relationship has grown since that time, and now Cornerstone also uses CSI Managed Services. The use of integrated technology provides the bank with several key advantages, like a single relationship manager for all CSI solutions. This helps the bank streamline IT operations and generate additional value from its technology partnership. Watch this video to learn more about the benefits Cornerstone receives through its relationship with CSI.


Leveraging Managed Services and Core Banking from a Single Fintech Provider

Cornerstone National Bank & Trust Company in Palatine, Illinois, understands that relationships matter. The bank offers first-class solutions and service to its customers, so it recently made a strategic IT decision to strengthen its mission. Needing a new managed services provider, Cornerstone decided to add managed services from CSI, its long-time core banking provider, as a way to streamline technology operations. Watch this video to learn how Cornerstone eliminated finger-pointing between different IT teams and established a single point of contact for its IT needs.


Illinois National Bank | CRM Software + CSI IQ

Find out how Illinois National Bank took an innovative approach to technology and service to better support its customers. By utilizing CSI’s banking CRM software and CSI IQ solutions, they were able to leverage bank customer data to identity trends, challenges and opportunities. Now, the bank is delivering more personal, targeted service to its customers. Watch this video to discover how INB grew $100M in assets organically over a 12-month period with the help of CSI's suite of business intelligence tools. 


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 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.