CLEAR POINT
Elevate Your Business with
Intelligent Performance Solutions
Enhance Your Performance with Business Intelligence & Data-Driven Insights
| A BLUEPRINT FOR BETTER PERFORMANCE
Synthesizing Business Intelligence with Performance Enhancement
Clear Point is a business intelligence and performance enhancement solution that focuses on benchmarking, process design, and operational efficiency and productivity, with a review of more than 390 process areas while providing strategic insights to optimize costs and improve organizational performance.
| THE EFFICIENCY AND PRECISION OF CLEAR POINT
- Return on Investment
We are dedicated to providing excellent returns on your investment while improving efficiency and achieving greater productivity. - Actionable Intelligence
We provide clear insights that help you make strategic decisions and achieve results. - Third-Party Perspective
Gain clarity with an unbiased view. Our third-party perspective provides a fresh, impartial outlook for informed decision-making. - Holistic Assessment
See the bigger picture. Our comprehensive approach makes it a thorough understanding of your unique situation. - Resource Efficient
Maximize impact while conserving resources. Our solutions are designed to be efficient, providing optimal results without an unnecessary drain on your team’s resources. - Tailor-Made Engagements
Your needs, your way. Our engagements are customized to fit your requirements, ensuring a personalized and effective partnership.
| OBJECTIVES
Business Intelligence
- Provide Benchmarking & Costing Metrics
- Improve Visibility of Business Operations
- Improve Strategic Position in Key Markets
Performance Enhancement
- Improve Process, Efficiency, & Productivity
- Align Personnel & Activities with Strategy
- Minimize Operating Costs, Risks, & Losses
| OPERATIONS & PROCESS ASSESSMENT
Business Intelligence
BENCHMARK & PERFORMANCE METRICS
Our team of experienced professionals will work with you to review your strategic growth goals, identify benchmarking best practices and analyze your data to develop performance improvements.
PEER GROUP ANALYSIS & COMPARISON
Analyze your competition and peer group to determine your in-market strengths and identify opportunities for improvement.
DATA MINING & ANALYSIS
We'll comb through your data to identify patterns or trends that we can use to guide our growth recommendations and implementation plan.
PROCESS MINING & ANALYSIS
We'll work with you to identify potential bottlenecks, system failures, and friction points through a detailed review of your current processes.
INDUSTRY DATA & BEST PRACTICES
We'll leverage our 25+ years of experience serving over 2,000 financial institutions nationwide to ensure our growth strategies are built on proven industry best practices.
Performance Enhancement
OPERATIONAL EFFICIENCY & PRODUCTIVITY
Actionable intelligence and best practices to reduce operational waste, increase process efficiency and improve team productivity without sacrificing product quality.
PROCESS DESIGN & IMPROVEMENT
Optimize process performance, integrate best practices, and create a more positive stakeholder experience with personalized process improvement recommendations.
TECHNOLOGY & CHANNEL UTILIZATION
We bring to bear our knowledge of banking technology best practices to analyze your tech stack and channel utilization to identify improvement opportunities.
ORGANIZATIONAL STRUCTURE & STRATEGY
Through a rich analysis of your current organizational structure, we'll work with you to determine opportunities to streamline your organization to attain cost-saving operational efficiencies.
PERSONNEL ALIGNMENT & OPTIMIZATION
A financial institution is only as strong as its employees. We'll leverage our deep experience to craft business alignment and communication strategies that will resonate with your internal team.
| DATA-DRIVEN ANALYSIS & INSIGHTS
390+ Process Areas
All Functional Areas
| BENCHMARK ASSESSMENT
240+ benchmark metrics across multiple functional
areas:
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
150+ best practices across 7 critical areas of process management:
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
| 3-PHASE APPROACH TO ENHANCING PERFORMANCE
Minimal Disruption. Maximum ROI.
We understand that the productivity of your team is critical to the health and growth of your organization.
As such, we are able to complete 95% of this work independent of your team members, while minimizing disruption and limiting our time onsite.
Your team will spend minimal time on the overall effort, as we work diligently to coordinate with your project stakeholders on a timeline and schedule that meets the requirements and objectives of your organization.
Phase I: Diagnostic [30 Days]
- Data Collection
- Preliminary Analysis
- Stakeholder Interviews [1-3 Weeks Onsite]
Phase II: Analysis [30 Days]
- Perform Detailed Analysis & Identify Opportunities
- Develop Recommendations
- Create Report of Findings
Phase III: Delivery [30 Days]
- Report of Findings & Recommendations [1-2 Days Onsite]
- Blueprint & Action Plan
