BankPoint Overview

BankPoint

By BankPoint

4.7★★★★★(39 Ratings)Write review

What is BankPoint?

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.

Who it's for:

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:

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 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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