Banks live
202
Revenue · Sep
$143,205
Revenue YTD
$1,058,400
Revenue all time
$2,198,400
Relationship
Onboarded2024-02-12
Revenue startedJan 2026
Rev share18%
Rev share paid YTD$190,512
Primary contactDana Whitfield · VP Channel Partnerships
Emaildana.whitfield@csi.example
Products enabled
- · Deposit account opening
- · Treasury onboarding
- · Fraud screening
Production history
JanFebMarAprMayJunJulAugSep
Deals in flight (2)
NuPoint bundle — 12 bank rollout
Integration · $420,000 · 80% · 2026-11-15
○ Confirm sandbox credentials
○ Sign integration addendum
Regional bank upsell — treasury module
Solution review · $180,000 · 55% · 2027-01-20
○ Send pricing sheet
Open issues (2)
Nightly posting file arrives late twice a week
High · opened 2026-08-19 · Integrations
Duplicate customer records on new-bank import
Medium · opened 2026-08-28 · Data ops