Strategy planning & execution software for banking and finance institutions
Execute your big picture vision and manage your markets, departments, and risk details all in one place.
Align your departments around a common set of goals
Branch Reporting
Visualize the contributions from each branch, and roll up information to the departments.
Vision Reporting
Ensure the key aspects of your vision are aligned across all departments with common goals. Tag data to report appropriately.
Communication
Automate your reports to be delivered to each department on a schedule, keeping everyone on the same page.
Your strategies are interconnected, and your reporting needs to follow suit
Community Banking and Credit Unions
Monitor the health of your loans and impact in your community Item.
Commercial Banking
Track your branches, balances, and investments.
Integration
Ensure you are getting the most from your IT, Marketing and HR that support all of your businesses.
You took the time to write a bold vision statement, now engage your staff to execute it
Notifications
Leverage automatic notifications and alerts when data gets off track.
Discussions
Add qualitative analysis and discuss results live in the application.
MS Teams
Receive mentions and get live updates directly from ClearPoint through the applications you use the most.
