Case Study: Legence Bank achieves stronger customer relationships and digital growth with CSI NuPoint

Using Technology to Build Lasting Customer Relationships

Legence Bank, a community bank based in Eldorado, Illinois, faced the challenge of deepening customer relationships and expanding service reach beyond its seven branches while keeping pace with rapid banking innovations. To meet this need, Legence partnered with CSI NuPoint, deploying the NuPoint core platform alongside CSI CRM, Internet Banking (including PFM) and CSI’s Mobile Banking solution to better understand and serve customers across channels.

CSI NuPoint’s integrated core and CRM delivered a 360-degree customer view and streamlined outreach with notes, reminders and channel labeling, while Internet and Mobile Banking tools enabled online account access, two years of transaction history in-app, and a PFM dashboard to improve budgeting for younger clients. The result for Legence has been a steady increase in customers opening and accessing accounts online beyond Eldorado, high mobile adoption with minimal marketing, improved cross-selling opportunities and stronger customer retention—allowing the bank to offer megabank-level products without large development costs thanks to CSI NuPoint.

Legence Bank

Wayne Garrett

EVP of Operations