Meet our customers

Case Studies

What customers are saying

How customers benefit

G2’s High Performer Badge in Summer 2024

G2’s Momentum Leader Badge in Spring 2024

G2’s High Performer Badge in Summer 2023

G2’s High Performer Badge in Spring 2023

"Truly an incredible product for both inquiry, reporting and tracking."

Case Studies

Case Study: Independent Financial

Independent Financial needed a better way to manage their real estate owned (REO) property portfolio. That’s when they moved to BankPoint, which would lead to extraordinary growth and change the bank’s future for the better.

Case Study: Susser Bank

Leaders at Susser Bank turned to BankPoint and found a solution that would transform their operation, enabling teams to work faster and more efficiently to help the bank achieve new heights.

What our customers are saying

Verified User in Accounting

Best Banking management system so far!

"I really love how it integrates with the system and very efficient banking management system."

Verified User in Investment Banking

Bankpoint

"Customer support is excellent and fast at responding."

Emmy M.

Portfolio Manager I, Banking Officer - Banking

Independent Financial Bank Point Review

"Easy to navigate Easy to customize Information is displayed in a organized manner"

Verified User in Banking

User friendly software with great customer service

"BP is easy to use and I like that you can create custom reports easily too."

BankPoint reviews sourced by G2

Ten Ways Customers Benefit from BankPoint

Comprehensive Bank Management

Modern, intuitive interface increases revenue, reduces expenses, and manages risk.

Seamlessly integrate with existing systems.

Unifies information across all systems.

Automates critical processes.

Make Loan Officers more efficient

Close deals faster.

Serve more customers in less time.

Build trust and credibility with customers.

Easily segment the pipeline by region, loan type, loan officer, etc.

Access simplified dashboards for new deals and existing loan portfolios.

Provide Executive Transparency and Management

Provide executive access to information across all areas.

Real-time visibility into loan performance.

Simplify approvals with notifications and workflows.

Easily view loan officer performance.

Implement your specific credit policy.

Manage Risk and Compliance

Ensure policy compliance with transparent audit trails.

Use consistent, repeatable processes across all areas.

Easily answer questions from auditors and examiners.

Eliminate Wasted Time

Reduce reliance on spreadsheets and Word documents.

Replace shared file folders with intuitive document management access and workflow.

Eliminate copying and pasting from emails and offline documents.

Improve team collaboration and minimize emails with intuitive comments and notes.

Enable Institutional Growth

Scale lending, credit, and treasury operations.

Streamline employee onboarding and training.

BankPoint is easy to use

Improves efficiency and productivity.

Intuitive, user-friendly interface.

Enables timely access to information.

Allows accurate task performance.

Increases overall institutional success.

Implement a proven process

Unify information across all systems – stop hunting for information and documents.

Easily access documents and information from multiple systems.

Automate routine tasks and streamline workflows.

Flexible Deployment Options

Microsoft Azure Cloud.

On-Premise in your data center.

Seamless integration with internal and external systems regardless of deployment model.

Fanatical Customer Support

We believe every customer should feel like the most important customer.

Drawing from our consulting background, we engage with customers as true partners, focusing on problem-solving rather than closing tickets.

We build mutual trust by consistently going above and beyond to do what’s right for our customers.

We prioritize building lasting partnerships over short-term fixes, ensuring continued success for our customers.

Take the next step and contact a BankPoint Representative.

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Have questions? Need more information?

BankPoint is a world-class software provider. BankPoint is based in McKinney Texas and is privately funded. BankPoint is passionate about providing an amazing user experience for our customers. We believe software should be intuitive, beautiful, and simple. We believe every software company should provide fanatical support, and that every customer should feel like the most important customer. These beliefs are part of our DNA, and drive everything we do.

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