List of CSI IQ Customers
Paducah, 42001, KY,
United States
Since 2010, our global team of researchers has been studying CSI IQ 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 IQ for Analytics and BI 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 IQ for Analytics and BI include: Bank of Southern California, a United States based Banking and Financial Services organisation with 200 employees and revenues of $35.0 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, Morgantown Bank and Trust, a United States based Banking and Financial Services organisation with 57 employees and revenues of $7.0 million, Bank of Wolcott, a United States based Banking and Financial Services organisation with 26 employees and revenues of $4.0 million and many others.
Contact us if you need a completed and verified list of companies using CSI IQ, 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 IQ 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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Bank of Southern California | Banking and Financial Services | 200 | $35M | United States | CSI | CSI IQ | Analytics and BI | 2015 | n/a |
In 2015, Bank of Southern California implemented CSI IQ, an Analytics and BI application, alongside CSI's NuPoint core platform to strengthen enterprise reporting and customer analytics. The deployment linked CSI IQ to the bank's core data stores to provide integrated reporting workflows and business intelligence capabilities directly tied to customer and ledger records. The Bank of Southern California deployed CSI IQ to support reporting and customer analytics business functions, using the Analytics and BI capabilities to generate enterprise reports and dashboards. CSI IQ was configured to deliver a comprehensive suite of business intelligence tools, including enterprise reporting, ad hoc analysis, and customer-centric dashboards to present customer data in new ways. CSI IQ integrates directly into the NuPoint core platform and leverages CSI's hosted infrastructure and technology resources to centralize data feeds and reporting outputs, with CSI providing hosted platform governance and expert support. Operational coverage targeted all departments within the bank and aligned with the institution's plans to expand presence in selected markets in Southern California while improving internal servicing workflows. Bank executives cited CSI's robust reporting capabilities and cultural alignment as drivers of configuration choices, and governance emphasized vendor-led support and customized service models during rollout. Explicit outcomes identified by the bank include enhanced reporting throughout the organization, improved accessibility of information for all departments, and strengthened ability to service customers and deepen customer relationships.
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Bank of Wolcott | Banking and Financial Services | 26 | $4M | United States | CSI | CSI IQ | Analytics and BI | 2016 | n/a |
In 2016 Bank of Wolcott implemented CSI IQ to support Analytics and BI for its commercial lending reporting and credit analysis. The rollout emphasized CSI IQ reporting and ad hoc analytical capabilities, aligning the application with loan portfolio visibility and DDA reporting rather than core processing functions.
The deployment configured CSI IQ to produce loan and DDA reports that were regularly exported and augmented in Excel, reflecting a hybrid workflow of system generated output and spreadsheet-level analysis. Project-level work in CSI IQ supported land evaluation inputs and impaired loan review, while tracking workflows incorporated property tax payment and insurance status into routine reporting.
Operational coverage focused on commercial lending and credit administration at the bank's Wolcott, Indiana site, with implementation activities evident in work completed by a commercial lending intern during May 2016 through August 2016. Governance centered on establishing standardized reporting procedures that combined CSI IQ outputs with Excel based project files to support ongoing loan monitoring and portfolio oversight.
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First Community Bank of the Heartland | Banking and Financial Services | 109 | $15M | United States | CSI | CSI IQ | Analytics and BI | 2018 | n/a |
In 2018, First Community Bank of the Heartland implemented CSI IQ as its business intelligence platform in the Analytics and BI category. The deployment emphasized full integration into the bank's CSI core, ensuring that CSI IQ receives complete core data flows for account level visibility and enterprise reporting.
The implementation delivered configurable reporting and data exploration capabilities, with specific use of CSI IQ for account stratification reporting and exploration of the Payment Services Scorecard for debit card analysis. Users gained the ability to build complex, fully customizable reports and to change and manipulate report logic after creation, moving cumbersome multi report processes into single report workflows.
Operational coverage extended across branches and cross functional teams, with loan operations and marketing explicitly using CSI IQ to produce production reporting and summary views that previously required aggregation from multiple sources. The CSI IQ deployment centralized account balances, account age, service charge codes and branch attributes within one reporting layer, enabling consolidated views for operations, lending and marketing functions.
Governance and rollout included hands on training by the CSI IQ product team and user led report development, shifting report creation and validation responsibilities to internal staff. Report execution outcomes stated by bank leadership include reducing tasks that once took hours or days into reports that run in minutes and are accessible with a few clicks, and an overall move to more robust reporting capabilities compared to the prior reporting platform.
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Banking and Financial Services | 57 | $7M | United States | CSI | CSI IQ | Analytics and BI | 2018 | n/a |
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Buyer Intent: Companies Evaluating CSI IQ
- Durden Banking Company, a United States based Banking and Financial Services organization with 45 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
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