OnePoint is a fully integrated business banking relationship management platform that helps your team cover more ground by working together. From the first contact with a prospect through the approval process, administration and management reporting, OnePoint facilitates the movement of information by streamlining the workflow throughout the entire lending process.

OnePoint was the first CRM solution designed specifically for the business banking team. With OnePoint, the entire team has a common view into a customers total relationship and its impact on your institution. Data is shared, communications are improved, administration is streamlined and senior management gets a complete picture of the sales pipeline.

OnePoint consists of individual modules that handle specific tasks: Sales Automation, Collateral & Exception Management, Credit Risk Management, and Profitability & Pricing. These modules work together to streamline operations and make customer relationships more easily accessible, while bringing the sales team together to focus on the customers needs and the impact of the relationship on the bank.
  

	Related Information
	System Requirements and Solution Compatibility
	OnePoint Executive Overview