CSI Partners with TruStage™ Compliance Solutions to Deliver Dynamic Forms for Online Account Opening
23 Mayo 2024 - 7:30AM
Business Wire
CSI, a leading provider of end-to-end financial software and
technology, announced today it has partnered with TruStage
Compliance Solutions (TruStage) to integrate dynamic forms for
account opening for CSI’s hundreds of community bank customers.
TruStage (formerly Compliance Systems, Inc.) has over 30 years
experience in the compliance technology industry. Its warranted
documents and compliance technology are used by more than 5,000
financial institutions nationwide.
“Deploying an effortless retail and business account opening
experience in the digital channel is crucial to a community bank’s
growth strategy,” said Jason Young, head of core banking at CSI.
“TruStage is a trusted leader in compliance solutions and brings an
advanced offering to our customers alongside decades of
implementation experience that will allow our banks to deploy
dynamic forms faster.”
The partnership between TruStage and CSI delivers cloud-based
embedded technology to document account opening and maintenance
transactions with speed, efficiency and maximum flexibility.
TruStage’s configuration tool empowers banks to customize
disclosures and other account-related content without having to
wait for a third-party document provider, eliminating both lead
time and repetitive professional services fees. In addition to
integrated documentation technology, this partnership brings
support for treasury management services and mobile-first, device
friendly account opening content for CSI customers.
Before its partnership with CSI, TruStage served as the
exclusive document provider for Hawthorn River, an industry-leading
loan origination solution in the community banking space, which was
acquired by CSI in 2023.
“We admire CSI’s customer commitment and it’s no surprise to us
why they have captured a significant amount of market share from
other providers over the years,” said Greg Bierl, director for
TruStage Compliance Solutions. “This commitment for a dynamic
document integration marries key value propositions of both
companies and delivers industry-leading products with unparalleled
service. We couldn’t be more excited.”
TruStage’s dynamic forms will enter beta testing later this year
and will be available in early 2025 for CSI NuPoint® core
customers. For more information on CSI, visit csiweb.com.
About CSI
As a forward-thinking software provider, CSI helps community and
regional banks, as well as organizations worldwide, solve their
customers’ needs through open and agile technologies. In addition
to its nearly 60-year reputation for personalized service, CSI is
shaping the future of banking by swiftly deploying advanced
solutions that help its customers rival their competition.
About TruStage
TruStageTM is a financially strong insurance, investment and
technology provider, built on the philosophy of people helping
people. We believe a brighter financial future should be accessible
to everyone, and our products and solutions help people confidently
make financial decisions that work for them at every stage of life.
With a culture rooted and focused on creating a more equitable
society and financial system, we are deeply committed to giving
back to our communities to improve the lives of those we serve. For
more information, visit www.trustage.com.
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Emma Chase Red Fan Communications media@csiweb.com
512-917-4319