CSi IntelleDoc Solutions™
CSi IntelleDoc Solutions are a powerful compliance documentation system unlike any other solution in the market. How are IntelleDocs different from other options? The key is in how IntelleDocs employ a systematic approach to the specific transaction, whether it's an IRA or new deposit account or a consumer, commercial or mortgage lending transaction. The seamless application of industry knowledge, compliance and business logic, extensive compliance processes, and dynamic document technologies has transformed how compliance documentation is prepared. No matter how simple or complex a transaction is, financial professionals can place their trust in a single system: CSi IntelleDoc Solutions.
- Deep Industry Knowledge. CSi’s command of industry expertise reaches beyond that of documentation and compliance. CSi’s talented professionals recognize that it is the art of balancing risk and reward that gives one financial institution the advantage over another, and they weave that industry expertise throughout the IntelleDoc Solutions.
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- Compliance and Business Logic. Every component of the CSi IntelleDoc Solutions is a software application, allowing CSi is able to embed in each the regulations, state law variations, and best business practices necessary to guarantee compliant results.
- Validation Intelligence. CSi distinguishes itself from document providers by offering solutions based on the systematic, logical analysis of transaction information to efficiently define and produce transaction-specific compliance documents.
- Professional Documents. With CSi’s IntelleDocs, space expands and contracts based on the data presented for the transaction. When financial institutions have requirements based on product and institution branding or unique compliance issues, IntelleDocs easily allow for content tailoring.
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