List of CSI CenterDoc Customers
Paducah, 42001, KY,
United States
Since 2010, our global team of researchers has been studying CSI CenterDoc customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased CSI CenterDoc for Document Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using CSI CenterDoc for Document Management include: Banterra Bank, a United States based Banking and Financial Services organisation with 300 employees and revenues of $50.0 million, Consumers National Bank, a United States based Banking and Financial Services organisation with 130 employees and revenues of $20.0 million, First Community Bank of the Heartland, a United States based Banking and Financial Services organisation with 109 employees and revenues of $15.0 million, Farmers National Bank of Lebanon, a United States based Banking and Financial Services organisation with 24 employees and revenues of $2.0 million and many others.
Contact us if you need a completed and verified list of companies using CSI CenterDoc, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The CSI CenterDoc customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Banterra Bank | Banking and Financial Services | 300 | $50M | United States | CSI | CSI CenterDoc | Document Management | 2020 | n/a |
In 2020 Banterra Bank implemented CSI CenterDoc, deploying CSI CenterDoc as its Document Management platform to centralize document capture and lifecycle management across the institution. The deployment complemented the bank's existing CSI relationship and other CSI products such as NuPoint Core Banking Platform, ACH Plus and CSI Call Center, aligning document operations with the bank's commercial and consumer banking offerings.
Configuration focused on core Document Management capabilities, including high-volume document capture and imaging, automated indexing and metadata assignment, optical character recognition for searchable records, workflow orchestration for loan and account file routing, and secure archival and retention controls for compliance. CSI CenterDoc was configured to support specialty lending and commercial banking file sets, enabling standardized file structures and case file management consistent with banking recordkeeping practices.
The implementation integrated CSI CenterDoc with NuPoint Core Banking Platform and leveraged CSI APIs to enable automated document exchange with core account and lending records and to interoperate with select third-party vendor systems already used by Banterra. Operational coverage included the bank's retail and commercial operations across its branch network in Arizona Illinois Indiana Kentucky Missouri and Utah, with use cases spanning branch intake, centralized operations, lending departments and customer service channels.
Governance and rollout were driven by Banterra's Office of Innovation in partnership with senior IT leadership including the Chief Information Officer, using a phased approach to evaluation, configuration and production onboarding. The bank's ongoing collaborative relationship with CSI and participation in advisory sessions informed configuration choices and ensured alignment between document workflows and broader product and channel strategies.
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Consumers National Bank | Banking and Financial Services | 130 | $20M | United States | CSI | CSI CenterDoc | Document Management | 2007 | n/a |
In 2007 Consumers National Bank implemented CSI CenterDoc to consolidate document imaging and support lending and account operations. The deployment aligned CSI CenterDoc with CSI's NuPoint core as part of a broader move to centralize document processes across the bank's U.S. operations, positioning the system within the Document Management category for banking use cases.
The implementation configured CSI CenterDoc for standard document management capabilities, including electronic capture and imaging, indexing and metadata management, secure storage and retrieval, and workflow routing for loan file and account document lifecycles. Configuration emphasized lending document orchestration and account operations document handling, using workflow and access controls typical of Document Management deployments in financial services.
CSI CenterDoc was integrated with CSI NuPoint core and the bank's document imaging stack to enable end to end document flows between the core processing environment and imaging repositories. Operational coverage targeted lending and deposit operations, enabling consolidated processing across those business functions and reducing manual paper handling through digital routing and centralized repository access.
Governance focused on standardized document workflows and role based access controls for loan production and account management, aligning operational procedures with the new imaging and indexing model. According to the CSI customer story the CSI CenterDoc implementation enabled process consolidation and contributed to measurable growth in loan production and improved operational efficiency.
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Farmers National Bank of Lebanon | Banking and Financial Services | 24 | $2M | United States | CSI | CSI CenterDoc | Document Management | 2019 | n/a |
In 2019, Farmers National Bank of Lebanon implemented CSI CenterDoc as part of an October 2019 core conversion to CSI NuPoint in the United States. The CSI CenterDoc implementation targeted Document Management for frontline loan and teller operations and the bank reported savings of about five hours per week in document scanning after go live, with immediate operational efficiencies in loan and teller document workflows.
The deployment centered on document capture and scanning, indexed storage and workflow routing capabilities within CSI CenterDoc, configured to support branch teller transactions and loan servicing processes. CSI CenterDoc was integrated with the newly provisioned CSI NuPoint core to enable document retrieval and attachment to account and loan records, centralizing scanned documents into a single repository. The rollout was executed as part of the core conversion program in October 2019, shifting scanning and document routing responsibilities into the Document Management application and standardizing document workflows across the bank.
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Banking and Financial Services | 109 | $15M | United States | CSI | CSI CenterDoc | Document Management | 2012 | n/a |
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