You work hard to sell treasury management services to customers. It shouldn’t be hard to onboard them.
BankPoint automates the setup of new treasury products and services using a flexible workflow paired with online submission of customer documents.
The BankPoint Treasury Pipeline solution uses your bank’s policy to guide you through every step of the setup process for your treasury products and services.
What used to take weeks can now take hours.
Features include:
- Rule based workflow with dynamic approval flow
- Customizable task management
- Integrated document eSignatures
- Flexible treasury service configuration to keep pace with your changing product portfolio
