A Trusted, Reliable Resource to the Financial Services Industry
Compliance Systems, Inc., (CSi) specializes in delivering the market’s leading document and compliance technology solutions to the financial services industry. With products used by financial institutions for more than 25 years, CSi is a proven industry authority and has changed how the financial industry measures compliance documentation excellence for Deposit, Consumer and Commercial Lending, Mortgage Lending, Individual Retirement Accounts, and Health Savings Accounts lines of business.
In direct response to the market, CSi has led the way in developing compliance documentation systems designed exclusively for integration with financial transaction software of third parties, such as loan origination or new account systems.
Today, CSi works with financial institutions both directly and indirectly through financial software developers and is dedicated to providing the highest quality products in a collaborative environment.
Is Your Institution Ready to Capitalize on an Incredible Deposit Opportunity?
Contributions to IRAs have exceeded $40 billion annually and with the retirement of 78 million baby boomers, another $200 billion is rolled over into IRAs each year from employer plans.
CSi can help ensure you and your staff have the tools necessary to expertly service your customers while maintaining a compliant IRA department. In partnership with Convergent Retirement Plan Solutions, CSi is offering a recorded IRA webcast series designed to help your staff review IRA rules and operational procedures. This series of ten webcasts provides the valuable knowledge and support to help position your financial institution for deposit growth through increased IRA contributions and IRA rollovers.
You can register for one session, multiple sessions, or the entire series. Because each session is pre-recorded, you choose the date that you prefer to view the session. Your registration allows you to view your session as often as you like within a 5-day window. This affordable option provides you the flexibility to set your own training schedule.
For more information about the webcasts included in this series, please click IRA Course Descriptions. For information on pricing and dates of live webcasts or to sign up for webcasts, please click on the PDF Registration Form.
Mortgage Technology Magazine Recognizes CSi
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CSi's Mortgage Business Unit is pleased to announce the inclusion of CSi in Mortgage Technology magazine's list of Top 50 Service Providers. This prestigious list is comprised of those mortgage technology providers who excelled in the areas of customer satisfaction; functionality; market share; and viable revenue model. CSi is dedicated to maintaining its high standards in the delivery of compliance excellence to the mortgage industry and takes pride in this recognition by one of the industry's leading technology authorities. |
| For more information about Mortgage Technology magazine, visit www.mortgage-technology.com. | |