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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:


Banking Priorities 2019

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.


CSI Cybersecurity Consumer Poll 2019

CSI, in partnership with Harris Poll, surveyed more than 2,000 American consumers to find out their thoughts and biggest fears surrounding cybersecurity. This executive report provides key insight into how Americans think about cybersecurity, and suggests that financial institutions have a clear opportunity to lead their community’s fight against cybercrime.

 


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Each year, CSI conducts a nationwide survey of bankers to uncover their upcoming strategic initiatives, as well as what they see as the biggest trends shaping the financial industry. In the executive report, find out what 236 of your banking peers had to say, and see how CSI and other industry experts weighed in.


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How can your financial institution adapt to meet the needs of the millennial generation? Read this exclusive study conducted by CSI and The Center for Generational Kinetics to reveal our exciting discoveries that demystify the relationship between millennials and their financial institutions.

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More than 160 banking executives shared their thoughts on technology, compliance and strategy via our annual priorities survey. This year’s study reveals that customer experience is a key focus for all institutions and such rising threats as ransomware have gotten bankers’ attention. Download our executive report for detailed analysis on trends, opportunities and challenges for the year ahead as identified by your peers.