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Average Ratings 0 Ratings
Description
Designed specifically for commercial banks and lenders, BankPoint integrates effortlessly with your core banking system, offering a straightforward and intuitive solution that significantly enhances and streamlines your institution's operations. Discover how progressive financial organizations are embracing BankPoint to optimize various functions such as Loan Pipeline Management, Loan Portfolio Management, Covenant Tracking, Loan Review, Document Management, and additional critical areas for improved efficiency and effectiveness. By adopting this innovative platform, institutions can not only simplify their processes but also gain a competitive edge in the fast-evolving financial landscape.
Description
The Business Finance Manager serves as the essential financial dashboard for small and medium-sized enterprises (SMEs), playing a crucial role in the success of your clients. By leveraging AI and data analytics, we empower your business clients to maintain oversight of their cash flows and liquidity management, allowing them to better concentrate on their primary operations. Accessible from anywhere at any time, your clients can view all vital financial data they need. The BFM enhances liquidity planning through insights derived from data analytics and machine learning technologies. Timely, relevant information and tailored recommendations are seamlessly integrated into the BFM, ensuring clients receive support when necessary. Utilizing machine learning to identify key content not only bolsters customer loyalty but also promotes opportunities for cross-selling. Moreover, you will uncover new advisory strategies and acquire a comprehensive understanding of cash flows alongside third-party banking data for enhanced bank analytics, ultimately leading to better financial decision-making. This holistic approach to finance management positions your business as a trusted partner in your clients' growth journeys.
API Access
Has API
API Access
Has API
Integrations
Kinective Bridge
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
BankPoint
Founded
1999
Country
United States
Website
www.getbankpoint.com/scheduledemo/
Vendor Details
Company Name
Contovista
Founded
2013
Country
Switzerland
Website
www.contovista.com/business-finance-manager/
Product Features
Banking
ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring
Commercial Loan
Asset Management
Audit Trail
Complex Debt Structures
Dashboard
Document Management
Exposure Management
Lead Management
Pipeline Management
Risk Management
Trend Analysis
Mortgage and Loans
Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages