Live Demo

Customer Relationship Management: June 2

Join Shanda Purcell, Director of Business Processes and Angel Vega, CRM Product Manager, for a detailed overview of CSI’s Case and Workflow Management Module – a CRM software solution fully integrated into CSI’s core banking solution, NuPoint.

By defining protocols and outlining necessary steps in adherence to bank policy, CSI’s Case and Workflow Management Module allows a bank’s staff to respond to customer inquiries and resolve complaints by setting up and receiving real-time notifications for a positive customer experience.

Additionally, learn how these processes can be connected to other applications to increase efficiency between departments, allowing banks to deliver better self-service options for their consumers.

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