BankPoint Launches Treasury Pipeline Solution

New Products

Summary

The solution integrates workflow, electronic approvals, task management, and eSignatures so banks can close deals faster. The process of fulfilling a new treasury service request is typically cumbersome, as it requires the coordination of multiple people within the bank, as well as the end customer, according to the release. BankPoint offers solutions for banks and non-bank lenders throughout the U.S, Europe and Asia, and it streamlines the selling, approving, and configuring of new treasury services. “The system is very simple and easy for our team to use,” said Angela Duwe, SVP of Treasury Management at TBK Bank. We’ve integrated seamlessly with HelloSign, an award-winning eSign solution, to streamline the document signature process from BankPoint directly to the customer’s inbox.

Classifications

industries
Fintech & Banking
applications
Accounting and Taxes

AskAI Classifications

Labels
Banking Software Commercial Lending Software Loan Management Software

Linked Companies

BankPoint
$1M to $5M