List of CSI CRM Customers
Paducah, 42001, KY,
United States
Since 2010, our global team of researchers has been studying CSI CRM 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 CRM for CRM 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 CRM for CRM include: Signature Bank of Arkansas, a United States based Banking and Financial Services organisation with 170 employees and revenues of $24.0 million, Legence Bank, a United States based Banking and Financial Services organisation with 156 employees and revenues of $20.0 million, NVE Bank, a United States based Banking and Financial Services organisation with 60 employees and revenues of $8.0 million, Mutual Savings Bank - Franklin, IN, a United States based Banking and Financial Services organisation with 40 employees and revenues of $4.0 million and many others.
Contact us if you need a completed and verified list of companies using CSI CRM, 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 CRM 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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Legence Bank | Banking and Financial Services | 156 | $20M | United States | CSI | CSI CRM | CRM | 2019 | n/a |
In 2019, Legence Bank implemented CSI CRM, a CRM provided by CSI, to centralize customer engagement across its branch network and digital channels. CSI CRM serves as the bank’s customer relationship management platform, delivering a 360-degree view of customers and prospects to support retail banking and relationship-driven workflows.
The implementation configured CSI CRM around its three core modules Customer Contact Management, Case Management and Relationship Management. Customer Contact Management was used to capture notes, reminders and channel labeling for targeted outreach and segmentation, while Case Management and Relationship Management consolidated interaction histories and relationship hierarchies for account teams. CSI CRM was integrated directly into the NuPoint core platform so that customer and account data flow to business lines without duplicate entry, preserving account context for service and sales activities.
Operational coverage extended across Legence Bank’s seven branches and its farm mortgage company in Louisville Kentucky, supporting customers who increasingly create and access accounts online outside the bank’s hometown of Eldorado. The CRM deployment worked alongside CSI Internet Banking and CSI Mobile Banking, enabling online bill pay, loan payment workflows and a Personal Financial Management tool that the bank uses to educate younger customers on budgeting. Business functions impacted included retail operations, branch service, marketing communications and cross selling between mortgage and deposit product teams.
Governance and day to day process changes centered on centralized customer notes and visible reminders so staff can see customer status at a glance, enabling coordinated outreach and referral generation as described by bank leadership. Customer adoption of mobile and internet banking increased with limited marketing spend according to Legence, and the bank continues to use CSI CRM to operationalize targeted communications and to maintain a unified customer engagement record.
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Mutual Savings Bank - Franklin, IN | Banking and Financial Services | 40 | $4M | United States | CSI | CSI CRM | CRM | 2018 | n/a |
In 2018, Mutual Savings Bank implemented CSI CRM as part of a coordinated adoption of CSI NuPoint core processing and cloud-based omnichannel solutions. The bank, headquartered in Johnson County, Indiana and operating from Franklin, IN, configured CSI CRM alongside NuPoint to centralize customer records and support a unified customer experience across digital and branch channels.
The CSI CRM implementation was positioned to deliver core CRM capabilities, including customer data consolidation, omnichannel interaction tracking, and integration with business intelligence for daily analysis reporting. Mutual Savings Bank also planned to use adjacent CSI modules such as card services and regulatory compliance services, creating a clustered application footprint with CRM and business intelligence working together to streamline input processes and reporting workflows.
Integration architecture centered on the CSI NuPoint core and CSI cloud services, enabling synchronized customer profiles and transaction context across channels. Operational scope emphasized retail banking customer service and front-office staff, with CRM used to support customer-centric workflows, daily operational reports, and a more responsive service model for staff and customers.
Governance and process changes focused on instituting consistent, unified channel workflows and leveraging CRM-enabled reporting to drive routine operational checks and staff support practices. Expected outcomes stated by bank executives included a seamless omnichannel customer experience and improved operational efficiencies through streamlined input processes and more timely analysis, with CSI CRM named as the central CRM component in that architecture.
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NVE Bank | Banking and Financial Services | 60 | $8M | United States | CSI | CSI CRM | CRM | 2021 | n/a |
In 2021, NVE Bank implemented CSI CRM as part of a coordinated deployment alongside CSI’s NuPoint core platform, aligning its CRM investment with a broader digital banking strategy. The implementation targeted CRM capabilities within the CRM category to centralize customer data, support product rollout workflows, and reduce manual processing for the Englewood, New Jersey institution with $721 million in assets.
The CSI CRM deployment emphasized customer data management and service orchestration, with configuration to support customer engagement, account relationship tracking, and automation of manual service tasks. The bank also deployed CSI managed services, document distribution, and regulatory compliance solutions as companion components, creating a unified operational environment for customer facing and back office teams.
Integration work centered on linking CSI CRM to the NuPoint core processing platform and CSI’s digital banking stack, enabling a seamless customer experience and the ability to leverage customer data across channels. This integrated architecture was described as reducing vendor management complexity and improving channel delivery for both consumers and the bank.
Governance and rollout messaging focused on partnership and service continuity, with the vendor positioned as a responsive partner to support an efficient conversion and ongoing operations. Explicit outcomes cited by NVE Bank include improved automation of manual processes, streamlined operations, and accelerated ability to roll out new products to customers, all enabled by CSI CRM and its integration with the core platform.
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Banking and Financial Services | 170 | $24M | United States | CSI | CSI CRM | CRM | 2021 | n/a |
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Buyer Intent: Companies Evaluating CSI CRM
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