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You work hard to sell treasury management services to customers. It shouldn’t be hard to onboard them. BankPoint automates the setup of new treasury products and services using a flexible workflow paired with online submission of customer documents.

The BankPoint Treasury Management solution uses your bank’s policy to guide you through every step of the setup process for your treasury products and services.

What used to take weeks can now take hours.

Features include:

  • Import of available treasury products and services from core
  • Rule based workflow to approve new treasury services
  • Collection of customer documents via secure online customer portal
  • Flexible treasury service configuration to keep pace with your changing product portfolio

CLOSE DEALS. CONTROL THE CHAOS. GROW YOUR BANK.