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What is CSI?

CSI is a leading ally in the realms of fintech, regtech, and cybersecurity, flourishing at the intersection of innovation and outstanding service. Our commitment lies in advancing businesses through a unique blend of cutting-edge technology, seamless implementation, and a strong emphasis on authentic partnerships that prioritize the customer experience. Our cloud-based core banking solution enhances banking operations, providing a vital foundation for various functions, such as loan onboarding, servicing, and managing deposits and withdrawals. As a progressive and growing financial entity, your bank demands a reliable, effective, and fully integrated core banking processing system. With CSI’s automated, integrated, and cloud-based core processing solution, your team can focus on the crucial elements of banking while we take care of ensuring peak performance, compliance with regulations, and robust security measures. In a rapidly changing financial environment, choosing to collaborate with CSI signifies that you are not merely adapting; you are leading the way in establishing benchmarks for excellence in banking operations, paving the path for future innovations. By embracing this partnership, you position your institution at the forefront of the industry, ready to meet the challenges and opportunities ahead.

What is BankManager Elite?

BankManager Elite functions as a comprehensive hub for the management of banking operations and documentation, specifically designed to aid financial institutions in streamlining their documentation workflows, tracking exceptions, and improving overall processes, which helps teams stay organized, compliant, and prepared for audits. The system includes real-time exception tracking and is equipped with escalation features and role-based workflows that can automatically detect any missing or outdated documents, along with integrated document imaging capabilities for scanning, storing, indexing, versioning, and securely retrieving electronic files. Furthermore, it supports the oversight of loan and deposit lifecycles through structured workflows that offer detailed visibility into each account, complemented by customizable dashboards and dynamic reporting tools intended for internal evaluations, audits, and board presentations. Serving as an integrated workspace for both lenders and customer service staff, BankManager Elite effectively consolidates information pertaining to loans and deposits, including collateral and documentation exceptions, into a single interface, which allows teams to quickly identify and resolve any discrepancies. This seamless integration enhances operational efficiency while fostering collaboration among team members, ultimately leading to an improved service experience for clients and a stronger overall performance in banking operations. By empowering teams with the tools needed for proactive management, BankManager Elite positions financial institutions to thrive in a competitive landscape.

Media

Media

Integrations Supported

Kinective Bridge

Integrations Supported

Kinective Bridge

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Computer Services

Company Location

United States

Company Website

www.csiweb.com

Company Facts

Organization Name

ASI

Company Location

United States

Company Website

abs.asiweb.com/solutions/bankmanager-elite

Categories and Features

Banking

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

Categories and Features

Banking

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

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