We help financial institutions elevate their success. Our foundational product, CoreCD, helps you modernize and improve your deposit strategy. We also offer strategy consulting and employee development solutions. Book a call with us today to explore how we can help you.
Fintech innovation has largely ignored long-term savings solutions like certificates of deposits (CDs), making these deposit products seem stale and outdated. But doing so could be denying a financial institution large amounts of deposits from high net worth individuals.
The CorePoint is a fintech created to enhance the capacity of financial institutions to more professionally deliver long-term savings accounts that create more value without giving away any value. The CoreCD solution helps turn the traditionally static process of selling CDs into a dynamic and personalized experience for every member.
Our CoreCD toolkit is a web-based software that allows your bankers to successfully negotiate with depositors. We set your financial professional apart by showing value outside of rate alone.
We gather and compile data and present it in a way to help drive growth beyond your peers. We provide monthly calls to guide your institution in achieving your goals regarding deposits.
We have a patented tool that allows your team to run analysis for CD refinances and the ability to give daily redemptions on CDs.
With over 30-years as a bank executive with three high-performance family-owned banking groups, Neil has held a spectrum of roles including Chief Liquidity and Investment Officer, Chief Credit Officer, President of Community Banking, and CEO. Neil founded The CorePoint in 2010 with a mission of revitalizing pricing strategies for retail deposits.
Laura has a unique ability to implement streamlined processes to increase profits, engage employees, and improve the customer experience. This is what makes Laura a perfect fit to develop and manage business development and manage ongoing relationships. She spent her first 5 years of her career in public accounting working for one of the Big 4 firms.
Julia Hernandez began her career at First National Bank of Omaha where she led teams in both sales and operations. She was afforded the opportunity to work cross functionally and gain expertise in merchant processing, human resources, credit card issuance and treasury services. Julia is also certified in a number of HR related assessment inventories.
Kimmy has been in the banking industry for 20 years. You can add a few more years to that if we count being the banker in Monopoly. Kimmy excels in Customer Service and has many years of first hand experience of CoreCD as a user. She also serves as an Advisory Director for a local community bank.
Tyler joined The CorePoint in May of 2022. He is a jack of all trades and involved in Marketing, Sales, IT, and Data Reporting. He also sells real estate in Nebraska on the side.
-Kate, client of 2 years
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