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ignored long-term savings solutions like certificates of deposits (CDs), making these deposit products seem stale and outdated.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.
Chief Executive Officer / Founder
Executive Vice President
Senior Vice President
Director of Client Success
Director of Operations
Director of Public Relations / Marketing
Customer Success Consultant and Trainer
-Kate, client of 2 years