Our CLEAR POINT engagements include more than 240 benchmarks and 150 best practices. Below are a few examples of items covered in the review.

Benchmark Assessment

  • Areas of Operations
    • Retail Banking
    • Commercial Banking
    • Deposit & Loan Operations
    • Wealth & Trust Management
    • Enterprise Risk Management
    • Information Technology
    • Accounting & Finance
    • Marketing
    • Human Resources
  • Areas of Non-Interest Expenses
  • Compensation & Benefits
  • Information Technology Telecommunications
  • Marketing & Advertising
  • Office Supplies & Postage
  • Legal
  • External Auditing

Process Assessment

  • Areas of Process Management
    • Organization Structure
    • Organizational Objectives
    • Planning
    • Policies and Procedures
    • Performance Standards and Goals
    • Communications
    • Management Reporting
  • Areas of Process & Workflow Analysis
    • Teller Operations
    • Platform Operations
    • Loan Origination
    • Consumer
    • Mortgage
    • Commercial
    • Deposit Operations
    • Loan Operations
    • All Other Major Areas of Process & Workflow

We would be pleased to arrange a full presentation of our CLEAR POINT solution at a time convenient to you. At that time, we will provide you with a comprehensive proposal of work to be performed, project deliverables and professional arrangements for the engagement. We look forward to discussing this opportunity with you in more detail, so that we may determine how we can best assist your institution. Request a presentation of our CLEAR POINT solution or a proposal of work.