Average Ratings 0 Ratings
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
Affordable banking software designed for non-profit organizations is available through DLS Financials, which streamlines the process of managing savings and loan accounts according to the workflow. Users can customize their settings by creating personalized drop-down lists that allow for quick field completion. Features are included to help parishes avoid excessive debt, enhancing financial stability. The platform supports the integration of various documents, spreadsheets, emails, images, and PDFs, linking them to specific locations, accounts, or transactions for convenient access. Automatic transactions can be set up for recurring events, greatly simplifying financial management. The global functions enable users to conduct extensive tasks effortlessly with just one click. DLS Financials is particularly adaptable, catering to a diverse range of user requirements, and it offers numerous configurations and default options. Moreover, users can request additional management reports, functions, and features, ensuring that the software aligns perfectly with their operational needs, fostering a more efficient and customized banking experience. This flexibility makes it a valuable tool for any organization looking to optimize their financial management processes.
API Access
Has API
No
API Access
Has API
No
Integrations
AccuFund
No
Blackbaud Financial Aid
No
CYMA Payroll Software
No
Kinective Bridge
Yes
Microsoft Dynamics 365
No
Microsoft Dynamics GP
No
Sage Intacct
No
Integrations
AccuFund
Yes
Blackbaud Financial Aid
Yes
CYMA Payroll Software
Yes
Kinective Bridge
No
Microsoft Dynamics 365
Yes
Microsoft Dynamics GP
Yes
Sage Intacct
Yes
Pricing Details
BankPoint uses a simplified per-user pricing model that includes all current available modules and future releases of the BankPoint system. The solution can be deployed in your data center (on-premise), or hosted privately in the Microsoft Azure Cloud.
Free Trial
No
Free Version
No
Pricing Details
$2,500 for 4 years
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
Yes
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
BankPoint
Founded
1999
Country
United States
Website
www.getbankpoint.com/scheduledemo/
Vendor Details
Company Name
The Computer Department Inc
Country
United States
Website
www.dls-financials.com
Product Features
Banking
ATM Management
No
Compliance Tracking
Yes
Corporate Banking
No
Credit Card Management
No
Credit Union
No
Investment Banking
No
Multi-Branch
No
Online Banking
No
Private Banking
No
Retail Banking
No
Risk Management
Yes
Securities Management
No
Transaction Monitoring
No
Commercial Loan
Asset Management
Yes
Audit Trail
Yes
Complex Debt Structures
Yes
Dashboard
Yes
Document Management
Yes
Exposure Management
Yes
Lead Management
Yes
Pipeline Management
Yes
Risk Management
Yes
Trend Analysis
Yes
Mortgage and Loans
Amortization Schedule
No
Client Database
Yes
Closing Documents
Yes
Commercial Mortgages
Yes
Contact Management
No
Credit Reporting
No
Customer Statements
No
Document Management
Yes
Electronic Applications
No
Government Loans
No
Loan Origination
No
Loan Servicing
No
Pipeline Management
Yes
Pre-Qualification
No
Refinance Management
No
Residential Mortgages
No
Product Features
Banking
ATM Management
No
Compliance Tracking
No
Corporate Banking
No
Credit Card Management
No
Credit Union
No
Investment Banking
Yes
Multi-Branch
No
Online Banking
Yes
Private Banking
Yes
Retail Banking
No
Risk Management
Yes
Securities Management
No
Transaction Monitoring
Yes
Financial Services
Analytics
Yes
Branch Optimization
No
Channel Management
No
Compliance Management
No
Customer Engagement
Yes
Performance Management
Yes
Risk Management
Yes
Fund Accounting
Accounts Payable
Yes
Accounts Receivable
Yes
Activity Tracking
Yes
Asset Management
No
Bank Reconciliation
No
Budgeting & Forecasting
No
Compliance Management
No
Donor Management
No
General Ledger
Yes
Partnership Accounting
No
Purchasing & Receiving
No