Today’s consumers expect more personalized business services, and financial institutions leveraging disconnected systems are finding themselves unable to offer seamless experiences.
To help banks maximize the full scope of their customer relationships, Computer Services, Inc. (CSI) (OTCQX: CSVI), a provider of end-to-end financial technology solutions, is launching a new customer relationship management (CRM) solution designed exclusively for banks, CSI CRM.
Fully integrated into CSI’s NuPoint® core banking solution, CSI CRM streamlines the way banks’ capture and view customer data across channels, giving them a comprehensive view of a customer’s entire banking portfolio. The CRM’s direct integration into the core also improves both data availability and employee productivity.
“One of the biggest challenges banks encounter with most CRM systems is the wide disconnect between the platform and the data housed within the core,” said Steve Powless, CEO of CSI. “By integrating our banking CRM software directly into the core platform, we can bridge this gap and ensure that banks can serve their customers’ needs from a single point of access.”
CSI CRM enables banks to enhance customer relationships as well as improve profitability by increasing their ability to see the full breadth of account portfolios. Key features available through CSI CRM include:
Customer Contact Management, which allows banks to manage customer interactions more easily through such features as notes, email synching, appointment setting, reminders, and channel and behavior label; and
Relationship Management, which enables banks to establish stronger relationships by tracking information through visual mapping, automatic updates to account settings and spheres of influence.
CSI’s NuPoint is a customizable core banking platform that eliminates the need for expensive hardware and software investments for in-house systems. Furthermore, with the addition of CSI CRM, banks can now use data readily available in the core to make strategic decisions that are targeted to customers’ needs and current account information.
“Whereas many other CRMs are standalone systems, we designed a fully integrated, easy-to-use solution that eliminates the complexities many banks encounter when interfacing new technology with core data,” Powless said. “CSI CRM can be configured to each institution’s business strategy, providing them with a stronger approach to managing customer relationships.”