CSI DealFlow Alert
CSI names Michel Jacobs as CSO. 🔥 He’ll rev up fintech M&A & embedded finance. Pitch next-gen digital banking modules. Accelerate real-time payments rollout. Keep your pipeline hot. Close commission-driving deals.
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🚀 Battle Card: CSI
Quick trigger:
👤 Decision Maker in the News
- Michel Jacobs, Chief Strategy Officer · 🔗 LinkedIn
💡 Why It Matters
- Michel’s track record at FIS and Technisys shows CSI doubling down on fintech M&A and digital banking—major CSI sales trigger. → Source
🎯 Core Pain Point
- Competing with mega-banks & fintechs via real-time payments and embedded finance
- Executing strategic M&A and diversification without derailing core operations
💰 What to Pitch
- Primary: Next-gen digital banking modules → Accelerate real-time payments and embedded finance rollout (leverage this CSI sales trigger)
- Expansion: Strategic M&A advisory services → Guide CSI’s market expansion and business diversification
🗺️ Quick Context
- HQ: Paducah, KY
- Employees: ≈ 800
- Rev: ≈ $150 M
- Website: csiweb.com
🤼 Competitive Intel
Which other vendors you’ll probably face to win CSI’s business.
- FIS — Core banking & payments
- Unique edge: Comprehensive global suite
- Evaluated by CFO for integration scale
- Jack Henry — Core banking & digital channels
- Unique edge: Deep community bank focus
- Evaluated by VP Ops for reliability
- Temenos — Core banking & digital front-end
- Unique edge: Advanced cloud-native architecture
- Evaluated by IT for roadmap flexibility
- Finastra — Lending & treasury management
- Unique edge: Broad fintech ecosystem
- Evaluated by CIO for API-driven innovation
- Infosys Finacle — Digital banking platform
- Unique edge: Global digital transformation experience
- Evaluated by COO for scale and compliance
✅ Do-Now Checklist
Connect with all decision makers on LinkedIn (links above)
Reference this CSI sales trigger in your outreach subject line
Generate email + DM with the Copy-My-Prompt block (Step 7) and send first touch
Schedule follow-ups in CRM (Day 3 & Day 10)
Next Step
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🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY =
OFFER_BRIEF = ❑next-gen digital banking modules❑
PROOF_METRIC = ❑40% faster deployments❑
CTA_STYLE = ❑quick_call❑
TONE = ❑friendly❑
────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME = Michel
COMPANY = CSI
DEPT = Strategy
SIZE = ≈5
BOTTLENECK = Legacy systems slow new product launches
EVENT = Appoints new Chief Strategy Officer
DETAIL = focus on real-time payments and embedded finance
PAIN = Competing with mega-banks & fintechs
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250827143299&div=41152219
SIM_CO = Finastra
WIN_METRIC = 40% faster deployments
NEXT_SIZE = ≈10
EMP_EST = ≈800
REV_EST = ≈$150M
────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈5-person Strategy
Michel—noticed your Strategy team is ≈5.
That’s when Legacy systems slow new product launches.
We helped Finastra fix this with next-gen digital banking modules.
Result: 40% faster deployments.
Quick call?
PS—next bottleneck hits ≈10.
DM ≤45 words, TONE:
Saw your post about focus on real-time payments and embedded finance — Competing with mega-banks & fintechs.
next-gen digital banking modules. 40% faster deployments. Quick chat?