Case Study: Independent Financial

Case Study: Independent Financial

ByTom Heruska ||1 min read

Bank achieves extraordinary growth with enhanced visibility and controls

Excel spreadsheets were no longer going to cut it. Independent Financial needed a better way to manage their real estate owned (REO) property portfolio. Stuck using a highly manual process that was cumbersome and time-consuming, the bank needed to improve efficiency. That’s when someone in the bank’s finance department suggested BankPoint – a move that would eventually lead to extraordinary growth and change the bank’s future for the better.

“We wouldn’t have been able to book the number of loans that we did for our small business customers had it not been for the support and expertise that BankPoint brought to us.” - says Matt Duncan, Executive Vice President and Senior Risk Officer, Independent Financial.

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