CLEAR POINT

Business Intelligence & Performance Enhancement

new-clear-point

Enhance Your Performance with Business Intelligence & Data-Driven Insights

$25,000 - $50,000

New Cost Savings Annually

per $100 Million Total Assets

| 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.

| Value Propositions

  • Return on Investment
  • Customized Engagement
  • Actionable Intelligence
  • Third-Party Consulting
  • Holistic Assessment
  • Resource Efficient

| 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

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.

| 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