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Current trends of the economic cycle significantly transform dogmatic behaviour of economic subjects. This also concerns the banking sector that essentially forms the macro and microenvironment of all participants. Traditional approaches to selected clients withal stops to be sufficient both with regard to their demands and in relation to competitive pressures. The combination of these apparently negative factors simultaneously also allows to use the innovative banking options. It is possible to eliminate the significant effects of the economic downturn on individual customers by application of social responsibility of financial corporations. The aim of this study is therefore to design a process that online analyzes the internal information of client operations for managing of CSR consulting activities in the banking sector. This work is not only approached by studying recent theories, but also by analytical monitoring of banking turnovers of selected clients. A proposal of a theoretical approach is therefore to be considered among the results. A one which will allows the financial institutions to direct assets and liabilities of risk clients. The inclusion of the mentioned social activities into daily activities can also be labelled as the implementation of socially responsible behaviour in bank strategies.