CSI White Papers
Financial technology and compliance regulations are constantly changing. As thought leaders, our team of experts believes in sharing industry knowledge to keep our customers and peers informed and ahead of the competition. And our white papers cover the most pressing topics facing financial institutions and other industries we serve today.
Read our white papers to learn more:
CSI surveyed banking executives from across the asset-size spectrum to uncover the strategies, trends and issues they believe will most affect the financial sector in 2020. Find out where bankers stand on new technology, compliance, cybsersecurity and more by downloading your copy of the executive report.
Each year, CSI polls executives at U.S. financial institutions across the country, asking questions that aim to uncover the strategies, trends and issues they believe will most affect the financial sector in the year ahead. In this executive report, we’ll share insight on how 220 bankers plan to meet—or exceed—customer expectations in 2019.
Choosing a core solution can be a daunting, difficult challenge. And with technology changing rapidly, banks need a core platform that keeps pace with innovation and service. If you want guidance in approaching your core relationship, the Definitive Guide to a Successful Core Partnership offers insight from consultants, analysts and implementation pros. This handy guide gives you tips, tricks and best practices that can make your core partnership more strategic and profitable.
The Financial Accounting Standards Board’s (FASB) Current Expected Credit Loss (CECL) approach to the Allowance for Loan and Lease Losses (ALLL) goes into effect in 2020 or 2021, depending on registration type. Experts are advising financial institutions to start planning for the new approach immediately. This white paper is a multi-year plan that will guide your institution through CECL implementation, one step at a time.
In our increasingly digital world, where components of our daily routines are immediately accessible and inherently linked, it’s crucial for financial institutions to embrace that concept in their products and services. The vehicle? Omnichannel banking. This white paper outlines the challenges banks face in implementing omnichannel strategies that meet the growing expectations of a savvy and demanding public, and offers insight into trends that can help those strategies succeed.
Digital banking affords financial institutions unprecedented opportunities to strengthen customer reach and loyalty by providing them the most relevant, up-to-date banking experience available. This white paper provides an overview of digital banking trends; elements needed to achieve a thriving on-the-go experience; and how the right technology partner can deliver a unified, front-to-back architecture.
From Apple Pay to Walmart Pay, the financial industry has been inundated with a barrage of digital—or mobile proximity—payment options, presenting both growth opportunities and new challenges for traditional banks. In this white paper, we’ll break down the different types of digital payments available to consumers, and offer practical advice for bankers on capturing interchange income from these options.
Under significant market pressure to boost profitability, banks must increase their wallet share with existing customers and attract more new customers, all in an environment of increasing competition and decreasing resources. That dilemma is old news, but the answer is anything but—in fact, it’s transformative. This white paper demonstrates how the latest generation customer relationship management (CRM) solutions instinctively pinpoint customer channel preferences and proactively anticipate individual customer product and service needs.