Case Study: Legend Bank boosts referrals, loyalty, and debit engagement with CSI’s Invitation Checking System and My Rewards Premium Cards

Legend Bank boosts referral value with CSI as ICS accounts stay 7.3 years on average

Legend Bank, a community-driven financial institution, sought new strategies to reward its loyal account holders and fuel word-of-mouth growth. The bank turned to its long-time partner, Computer Services Inc (CSI), and its Velocity Solutions team to implement the Invitation Checking® System (ICS) and My Rewards® Premium Cards (MRPC).

Computer Services Inc provided a structured referral program and a tiered debit rewards card, which were championed by designated employees to shift the focus from sales to service. The results were highly successful, with ICS-referred account holders staying an average of 7.3 years and delivering a high lifetime value. The program drove significant engagement, steady revenue growth, and provided a unique value-add that differentiated the bank from its local competitors.

Legend Bank