Video

CSI Banking CRM Software – Case Management Module

Using the Case Management Module, your bank staff can work together to respond to customer inquiries or resolve complaints. And because this banking CRM software solution is fully integrated into CSI’s core banking solution, NuPoint®, you can create customizable case categories, outline protocol steps in adherence with bank policy and set up and receive real-time notifications for a positive customer experience every time.

Get In Touch

Are you looking for the edge to outperform the competition? CSI is a full-service technology and compliance partner.

Let’s Talk