Clear Point

Scope and Deliverables

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

240+ benchmark metrics across all 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 key 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

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We would be pleased to arrange a full presentation of our Clear Point solution

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