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Commercial & Institutional Banking
A smarter way for commercial and institutional banks to manage data and deals
It’s time to eliminate data silos, manual processes, and outdated tools that are limiting your teams. You need a system that unifies data and turns complexity into confidence and profit.
Modern banking platform built for speed and profitability.
Modern banking platform built for speed and profitability
Win more clients, reduce risk, strengthen compliance, and shape the future of banking with CSG.
Trusted solutions to scale with your business
CSG's suite of configurable tools give commercial and institutional bankers the speed, confidence, and transparency they need to grow their client portfolios.
Products
Shape the future of banking with CSG
Harmonize data. Turn every decision into profit.
Transform disparate data streams into a trusted, scalable resource for accurate pricing, transparent billing, and profitable growth. Process billions of records across standards, ledgers, systems, products, and geographies with ease.
Converts and enriches data to comply with ISO 20022, SWIFT, FIX standards, and more.
Creates a unified structure for billing, analytics, and reporting.
Automates data routing for designated systems.
Aggregates and consolidates data for enterprise visibility and auditing.
Offers high scalability and availability for cloud-native or on-premise deployments.
Price with confidence. Charge with precision.
Build streamlined proposals faster with AI-driven smart pricing and charging rules, paired with powerful customization and analytics.
Catalog-driven deal flows with embedded pricing logic.
Negotiated pricing to manage exceptions and overrides.
Analyze margin drivers at the product, deal, and portfolio level.
Permission-based deal approvals aligned with your approval policies.
Transparent charging and fee calculation to ensure real-time revenue accuracy.
Bill with accuracy. Reconcile with ease.
Create and deliver detailed invoices for sophisticated billing and revenue scenarios, including billing support.
Generates multi-party, multi-period invoices based on client requirements.
Keeps detailed track of payment obligations for reconciliation and cash flow purposes.
Manages billing profiles and account structures along with client preferences.
Enables billing dispute resolution, client servicing, re-issuing, audit lookups, and reporting.
Does the heavy lifting to turn enriched data into billable events and provides maximum transparency at every step.
CSG amplifies your revenue potential
Give your relationship managers the tools they need to increase your margins and improve client satisfaction.
Price, charge, and bill at the speed of business
Build deals fast, maintain pricing continuity across the entire client lifecycle, and ensure that what you sell is what you deliver and charge for—no more invoice confusion or mischarges.
Maximize profitability and customer satisfaction
When your relationship managers work from a single source of pricing and reporting truth, every deal rolls up into the big picture, and you maintain full control.
Full transparency for auditing and validation
Complete portfolio traceability across products, deals, and clients, ensuring ease of reporting, record inspection, error handling, and dispute resolution.
Monetize your catalog across partners and ecosystems
The growing popularity of fintech partnerships and integrations means that your pricing strategy needs to work at scale and across multiple channels.
Ready to modernize your commercial and institutional banking operation?
Replace your error-prone manual processes with a centralized, scalable platform designed to meet the needs and expectations of today’s commercial and institutional banking clients. Fill out the form to connect with an expert.
15B+
transactions processed per week
2x
increase in revenue
0.4
faster time to market
0.3
reduction in churn
“CSG brings three very important things to their partnership with us: The best people, the best technology, and the best project execution."
Global Payment Network VP
Awards
Recognized for excellence
Fintech Breakthrough Winner for FinTech Breakthrough Awards - Payment Enablement Platform of the Year, 2026
CSG Forte's Payment Enablement Platform of the Year award validates our leadership in delivering faster, more reliable payment solutions.
Security
Built-in trust for a connected world
Digital transformation that’s as safe as it is swift, from secure cloud deployments that protect subscriber data to automated fraud testing that stops revenue leakage before it starts.
Customer stories
Join the market leaders
A global bank uses CSG to coordinate paid-in-full notifications across channels, reducing confusion, inbound call volume, and manual follow-up work.
Global Bank
Global BankA leading bank uses CSG to target at-risk accounts with personalized messages, boosting right-party contacts and improving collections performance.
Major American Bank
Major American BankA major retail credit provider uses CSG Xponent to unify data from 30+ sources—and then transformed their collections strategy with personalized, omnichannel journeys.
Retail Credit Provider
Retail Credit ProviderReady to modernize your commercial and institutional banking operation?
Replace your error-prone manual processes with a centralized, scalable platform designed to meet the needs and expectations of today’s commercial and institutional banking clients. Fill out the form to connect with an expert.
Frequently asked questions
“CSG brings three very important things to their partnership with us: The best people, the best technology, and the best project execution."
Global Payment Network VP
Related resources
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