Execute your big picture vision and manage your markets, departments, and risk details all in one place.
Visualize the contributions from each branch, and roll up information to the departments.
Ensure the key aspects of your vision are aligned across all departments with common goals. Tag data to report appropriately.
Automate your reports to be delivered to each department on a schedule, keeping everyone on the same page.
Monitor the health of your loans and impact in your community Item.
Track your branches, balances, and investments.
Ensure you are getting the most from your IT, Marketing and HR that support all of your businesses.
Leverage automatic notifications and alerts when data gets off track.
Add qualitative analysis and discuss results live in the application.
Receive mentions and get live updates directly from ClearPoint through the applications you use the most.
VP Thomas Lunney discusses how FNCB's automated reporting processes allow the bank to react to challenges in a dynamic, inflationary environment.
For UNFCU, ensuring organizational alignment to reach strategic goals starts with communication and culture.
Origin Bank scrapped their current plan entirely to develop one that would effectively align their vision and strategy to achieve success. Where the current plan had solely analyzed past performance, the new plan would also need forward-looking elements.
In early May of 2020, Nest Wealth restructured to account for their growth. During this time, the organization began using ClearPoint to improve transparency and alignment. Their quick onboarding process allowed their team to instantly see the increased alignment and transparency they were looking for.
To update their long-term strategy, the strategic planning team knew they would need the complete support and buy in of the board and leadership team, and they could not expect the change to take root without involving employees as active participants.