CSI Advisory Services provides expert guidance to help financial institutions elevate their IT approach and meet evolving risk and regulatory requirements. The service offers comprehensive support for strengthening IT strategies, enhancing security postures, and aligning technology with business goals.

CSI's core banking software is a comprehensive, cloud-based platform designed to streamline banking operations and enhance customer service. This holistic solution consolidates all banking data and functions into a single, user-friendly interface, enabling banks to efficiently manage various aspects of their business. The software includes integrated features for loan origination, digital banking, payment processing, and open banking capabilities. It offers automation, detailed analytics, and a seamless digital experience to increase efficiency and revenue generation. CSI's core banking system provides a stable central infrastructure for performing banking tasks faster and with less likelihood of error, helping modern banks function by consolidating all data and processes into one easily accessible application. The platform is adaptable and competitive, allowing banks to add new products from integrated fintechs or develop their own CSI-integrated APIs.

CSI's Document Delivery service offers cost-effective and versatile document distribution solutions for financial institutions. This service caters to diverse customer preferences, providing both digital and print options for statement delivery. It enhances customer engagement through interactive and personalized documents, while streamlining distribution processes and optimizing costs. The service includes secure digital statements accessible on any device, efficient printing and mailing services, and a cloud-hosted solution for centralized file processing. CSI's approach ensures compliance with federal guidelines on data storage and enables financial institutions to transform statements into effective engagement tools. By partnering with CSI, banks and credit unions can leverage advanced features such as targeted marketing, cross-selling opportunities, and actionable analytics, all while maintaining brand consistency and improving accessibility for their customers.

CSI's Financial Crimes solutions offer comprehensive protection for organizations against various financial crimes, including fraud and money laundering. The platform leverages advanced technologies such as AI and machine learning to provide dynamic sanctions compliance, fraud detection, AML monitoring, and KYC verification. It helps organizations mitigate risks, ensure regulatory compliance, and protect their assets and customers in an increasingly complex financial landscape. The solution suite includes WatchDOG® AML and WatchDOG® Fraud, which use data science to identify suspicious activities, minimize false positives, and proactively prevent losses. These tools are designed to adapt to evolving criminal techniques, empowering institutions to stay ahead of financial crimes. CSI's solutions cater to a wide range of regulated businesses, including banks, credit unions, and money services businesses, helping them meet federal regulations and avoid costly penalties.

CSI's Managed Cybersecurity services provide comprehensive protection for organizations by creating a secure, compliant IT environment. The service offers detection and remediation of security incidents, maintenance of secure IT infrastructure, data protection, prevention of breaches, and customized reporting for audits and exams. CSI's cybersecurity monitoring tools provide visibility into the entire network, detecting suspicious activity in real-time. The service is particularly beneficial for financial institutions facing strict regulations and constant cyber threats. It includes advanced threat protection, intrusion prevention, security-driven networking, and AI-driven security operations. CSI's approach combines human expertise with technology to proactively hunt, detect, and respond to threats. The service also assists with compliance management, vulnerability assessments, and incident response planning, making it a holistic solution for organizations seeking to enhance their cybersecurity posture.

CSI's Managed IT Services offer a comprehensive solution for organizations seeking to maintain a secure and compliant IT infrastructure while maximizing their technology investments. This service suite includes cloud hosting, enterprise-wide communication tools, data backup and recovery, managed VPN access, and cloud-hosted voice systems. By partnering with CSI as a Managed Service Provider (MSP), institutions can strategically optimize their infrastructure, enhance system performance, and mitigate risks that may disrupt their success. The service is particularly beneficial for organizations that cannot allocate resources for in-house IT services or struggle to fill IT and cybersecurity roles due to high demand. CSI's managed IT services provide cost savings, operational efficiencies, and access to expertise in building a secure and compliant IT infrastructure.