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 - Sales & Referral Tracking
The CSI CRM Sales & Referral Tracking Modul, fully embedded into NuPoint®, brings a sophistication to CRM in banking. This module, located within CSI’s CRM solution, allows your bank staff to easily capitalize on marketing efforts and revenue generating activities by creating opportunities and referrals, directing them to the appropriate staff and easily tracking and managing interactions through the sales pipeline. Watch this short video to learn more.