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CSI partners digital engagement provider WaveCX to enable banks to deliver tailored marketing, tutorials and educational experiences based on user behavior directly within their banking apps

June 5, 2025 //  by Finnovate

WaveCX, provider of personalized, digital product engagement solutions for financial institutions, announced a strategic partnership with CSI, provider of end-to-end financial software and technology. Through this integration, CSI clients using the NuPoint® and Meridian® core platforms are equipped to increase digital adoption and deliver more dynamic customer experiences directly within their banking applications. The partnership opens new possibilities for customer engagement within digital banking environments, allowing financial institutions to go beyond traditional marketing channels. With WaveCX, CSI clients can now: Deliver tailored in-app marketing and educational experiences based on user behavior; Promote awareness and adoption of underutilized digital features; Proactively guide users with contextual messages, tutorials and announcements at the point of need. Jon Tvrdik, CEO of WaveCX “By reaching users directly inside the app, banks and credit unions can increase adoption, improve education, and ultimately drive stronger engagement and loyalty.”

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Category: Innovation Topics, User Interface

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