About US:
IMSI is focused on delivering technology solutions to meet the needs of financial institutions. IMSI has a wide range of financial services technology products offered on hosted and on-site models. Products range from Courtesy Pay enrollment program through workflow applications.

Below is a list of some of the products:

Workbox - The Workbox is a business process flow management tool. This tool encapsulates disparate business processes and supporting functions within an easy to use interface. The tool will allow the organization to start a workflow on the web, phone, email or fax, and complete it all the way through the host transaction. Some of the tool features include:
  • Automated workload distribution
  • Host integration
  • Online banking and web integration
  • Forms and report generation
  • Attachment of documents
  • CBR pulling
  • Auditing
  • Process flow with built in check list
  • Secure messaging


  • Member Profile - The Member Profile is a CRM tool tailored to financial organizations. This tool delivers all relevant member data from different systems in one easy to use UI.

    Statements - The Statements generation and supporting tools enables organizations to easily and quickly deliver content rich and target marketing statements. This tool enables organizations to modify the look and feel of statements, and deliver eStatements with ease.
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