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.