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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:


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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. 


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Consumer behavior and emerging technology are both driving rapid change in today’s banking industry. For financial institutions to succeed, they have to skillfully marry tech strategy with customer experience. CSI and Harris Poll recently surveyed more than 2,000 U.S. consumers to better understand their banking habits and preferences. Download this white paper for consumers’ feedback on EMV, digital banking and other technologies.


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What did more than 100 bankers identify as their strategic focus in 2016? Our annual banking priorities study examines survey responses from community bankers, offering insight into their challenges, opportunities and spending projections. This report includes survey data, industry analysis and in-depth reporting on what’s driving technology strategy in 2016.

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Service is essential for today’s financial institution to thrive, but do you know what really matters to customers? To find out, CSI went to the source. We recently engaged more than 2,000 consumers to get their perspective on banking. This white paper provides insight into the four key areas these consumers noted were the main drivers for choosing and retaining a financial institution.