BankPoint Overview

BankPoint is a user-friendly overlay solution that seamlessly integrates with a financial institution's existing core banking system to dramatically improve and simplify operations. It doesn't replace the core but enhances it with intuitive tools for key areas like Loan Pipeline Management, Loan Portfolio Management, Covenant Tracking, Loan Review, and Document Management. By providing a modern, unified interface for these critical functions, BankPoint helps institutions break down silos, improve workflow efficiency, and gain better insights without the cost and disruption of a core system replacement.
This software is designed for banks, credit unions, and other forward-thinking financial institutions that are satisfied with their core processor but need more robust, user-friendly tools for managing their commercial and consumer lending operations, compliance, and portfolio oversight.
Our verdict is that BankPoint is a clever and highly practical solution for modernizing bank operations. Its overlay approach offers a low-risk, high-reward path to significantly improved functionality and user experience, making it an attractive option for institutions wanting to enhance their capabilities without a full system overhaul.
BankPoint Details
BankPoint Platforms supported
Cloud, SaaS, Web-Based
Desktop Windows
On-Premise Windows
Desktop Chromebook
Desktop Linux
Desktop Mac
Mobile Android
Mobile iPad
Mobile iPhone
On-Premise Linux
BankPoint Support options
Chat
Email Help Desk
Phone Support
BankPoint Training options
In-Person
Live Online
Videos
Webinars
Documentation
BankPoint Related Categories
BankPoint Typical customers
Freelancers
Small Businesses
Small to Mid size businesses
Mid size businesses
Mid to Large size enterprises
Large enterprises
Very Large enterprises
BankPoint Features
Most valued BankPoint features by users
ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring
Asset Lifecycle Management
Audit Trail
Complex Debt Structures
Dashboard
Document Management
Exposure Management
Lead Management
Pipeline Management
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