--- description: Información actualizada sobre BankPoint. Lee opiniones verificadas y descubre funciones, características, precios y usabilidad. Obtén rápidamente una visión general de ventajas y desventajas. Compara BankPoint con productos similares. image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png title: BankPoint: precios, funciones y opiniones | GetApp México 2026 --- Breadcrumb: [Inicio](/) > [Software bancario](/directory/6/banking-system/software) > [BankPoint](/software/120263/bankpoint) # BankPoint Canonical: https://www.getapp.com.mx/software/120263/bankpoint Página: 1 de 2\ Siguiente: [Página siguiente](https://www.getapp.com.mx/software/120263/bankpoint?page=2) > BankPoint es una solución basada en la nube y diseñada para ayudar a bancos, gerentes de carteras de préstamos y prestamistas no bancarios, como fondos de inversión, grupos de capital privado y prestamistas contra garantía hipotecaria, a automatizar los procesos para el seguimiento de convenios, la aprobación crediticia, la diligencia debida, la gestión de REO (propiedad de bienes inmuebles, por sus siglas en inglés) y más. > > Veredicto: 17 usuarios lo han valorado con **4.6/5**. De los mejores valorados en **Probabilidad de recomendación**. ----- ## Estadísticas y valoraciones rápidas | Métrica | Calificación | Detalles | | **En general** | **4.6/5** | 17 Opiniones | | Facilidad de uso | 4.7/5 | Basado en las opiniones generales | | Asistencia al cliente | 4.8/5 | Basado en las opiniones generales | | Relación calidad-precio | 4.5/5 | Basado en las opiniones generales | | Funciones | 4.5/5 | Basado en las opiniones generales | | Porcentaje de recomendaciones | 90% | (9/10 Probabilidad de recomendación) | ## Sobre el proveedor - **Empresa**: BankPoint - **Ubicación**: McKinney, EE. UU. - **Constitución**: 1999 ## Contexto comercial - **Modelo de precios**: (Prueba gratis) - **Público objetivo**: 2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001-5,000, 5,001-10,000, 10,000+ - **Despliegue y plataformas**: Cloud, SaaS, Web, Windows (desktop), Windows (local) - **Idiomas admitidos**: danés, finés, francés, inglés, irlandés, japonés, neerlandés, noruego, sueco - **Países disponibles**: Alemania, Australia, Brasil, Canadá, Estados Unidos, México ## Funciones - API - Alerts/Escalation - Almacenamiento de documentos - Almacenamiento seguro de datos - Autenticación - Autorizaciones basadas en roles - Banca para comercios minoristas - Banca para empresas - Banca privada - Base de datos de clientes - Base de datos de contactos - CRM - Conexión segura - Creación de informes y estadísticas - Creación de informes/análisis - Creación de préstamos - Cuentas de clientes - Evaluación de riesgos - Flujo de trabajo basado en reglas - Flujo de trabajo configurable ## Integraciones (en total: 1) - FCRM Insurance ## Opciones de asistencia - E-mail/Help Desk - Asistencia telefónica - Chat ## Categoría - [Software bancario](https://www.getapp.com.mx/directory/6/banking-system/software) ## Categorías relacionadas - [Software bancario](https://www.getapp.com.mx/directory/6/banking-system/software) - [Software de préstamos comerciales](https://www.getapp.com.mx/directory/1167/commercial-loan/software) ## Alternativas 1. [Creatio CRM](https://www.getapp.com.mx/software/90504/bpm-online-crm) — 4.7/5 (133 reviews) 2. [LoanPro](https://www.getapp.com.mx/software/110835/loanpro-software) — 4.8/5 (74 reviews) 3. [Plaid](https://www.getapp.com.mx/software/113185/plaid) — 4.4/5 (99 reviews) 4. [Intelligrow](https://www.getapp.com.mx/software/2071630/intelligrow) (0 reviews) 5. [timveroOS](https://www.getapp.com.mx/software/2066239/timvero-core) — 5.0/5 (7 reviews) ## Opiniones ### "BankPoint review" — 5.0/5 > **Robin** | *5 de junio de 2019* | Banca | Valoración de la recomendación: 10.0/10 > > **Puntos a favor**: We had a fantastic experience working with BankPoint. Customer service and responsiveness was exceptional, especially with regard to customizing or adapting features of the application to better align with our functional needs. BankPoint was very attentive to the need for system integration in development. The greatest advantage was probably the developers' knowledge of needs from a financial services end user perspective, unlike many technology suppliers who work from the software to the application. Overall a great partner and highly recommended. > > **Puntos en contra**: Implementation process with respect to mapping to the core was time-consuming but this is true of all applications. The support we received from the vendor through this process and after was stellar. > > A+ ----- ### "A Great Software with Amazing Employees" — 5.0/5 > **Andrew** | *30 de noviembre de 2020* | Banca | Valoración de la recomendación: 10.0/10 > > **Puntos a favor**: BankPoint helps control the chaos with workflow, mapping to core(s), and working with other software. The software is intuitive and easy to set up. The team at BankPoint is responsive and helpful. While working with them, their knowledge base has helped us refine our processes. We see BankPoint as a strategic partner rather than just another vendor. > > **Puntos en contra**: I have difficulty in finding anything we don’t like about BankPoint. When you bring up any features that are missing or could be improved, BankPoint is quick to respond and are receptive to ideas about the software. When they receive a request, they quickly 1) show us how we could accomplish the task through a capability that already exists in the system or 2) find out if changes are feasible. BankPoint will not solve for every want, but they value your opinion and take it into account when developing the software further. > > BankPoint was a crucial part of our process for PPP loans. It has cut down our reliance on spreadsheets to handle workflow and pipeline reporting. Additionally, in going through a core conversion, BankPoint was critical to our success for getting month end reporting right. They were also able to map to both cores' imaging software simultaneously for a seamless view of what we had in the file before our images were moved from FISERV Director to Jack Henry Synergy. ----- ### "I use ARCS daily for the pipeline, and also for the loan portfolio to avoid using Jack Henry." — 1.0/5 > **Christopher** | *4 de mayo de 2017* | Banca | Valoración de la recomendación: 0.0/10 > > **Puntos a favor**: ARCS can actually export loan data, unlike our core system, which is very helpful. The pipeline is also a useful tool for managing workflow at the bank. > > **Puntos en contra**: Overall, the site is painfully slow and the design is incredibly dated, lacking a number of easy UI improvements common in modern web application design that would make it far more usable and readable. The data export features are for some reason limited as to what fields can be exported, the data is often output in unusable formatting in Excel (especially the Pipeline), and the export takes far too long, likely because of inefficient programming and/or database design. The Pipeline has a number of restrictions that should be customizable, such as the ability to change the loan amount (or other details) after it goes to review/approved status. It should also be easier to link multiple booked loans to a pipeline loan (i.e. for loan pools). The Reports page is basically unusable and impossible to find anything of value, and changing the effective dates and filters of a report is a painfully slow and tedious process. Inability to export historical data for a loan in bulk (i.e. daily balances) is annoying, and something easy that should be in place already. There should be an Excel add-in for the ribbon that allows for using a formula in Excel (i.e. =ARCS(...)) to pull data from the ARCS database if you enter a loan number, date, and data field. The URL for a loan detail page uses an internal numbering system, not the loan number itself, which is annoying for creating external links. Extracts lack full customization, such as reordering data fields. > > I don't have to use Silverlake. ----- ### "BankPoint, the easiest part of On-boarding\!" — 5.0/5 > **Debbie** | *25 de noviembre de 2020* | Servicios financieros | Valoración de la recomendación: 10.0/10 > > **Puntos a favor**: The ability to design the product around our procedures. We did not have to "take what you get" but rather, BankPoint took our ideas and delivered them in the product. As we have added a very detailed product to our product line, we have found that BankPoint is most flexible and efficient in brainstorming on how to best on-board the product. The BankPoint staff is always available and responsive to our questions and urgent needs. > > **Puntos en contra**: Sometimes the tasks built into the process can be so simple or repetitive that I am concerned that users will just check them off without thinking whether they actually did the task. > > My department uses BankPoint for the Document Preparation piece we call DocExpress. I would prefer to work with BankPoint over all the other vendors I support. When I say they are responsive, I mean same day in most cases. If we have any problems, they are fixed in a matter of minutes, not hours or days. The staff has always been pleasant and respective. We have a great working relationship. ----- ### "Great. Easy group to work with, they offer a good product with great support." — 4.0/5 > **Brandi** | *18 de mayo de 2017* | Banca | Valoración de la recomendación: 8.0/10 > > **Puntos a favor**: Ease of use and continued improvements to functionality. VSI continues to look for ways to improve their product, leveraging on the experience and knowledge of its own staff as well as its banking customers who have direct industry knowledge. They have a great commitment to "getting it right" and they work diligently to provide the best product they can. > > **Puntos en contra**: Very little to not like. VSI continues to work to improve the features and functions of the product. Currently lacks a few common features; however, those features are in the process of being added to the system. > > Improved and automated processes. ----- Página: 1 de 2\ Siguiente: [Página siguiente](https://www.getapp.com.mx/software/120263/bankpoint?page=2) ## Enlaces - [Ver en GetApp](https://www.getapp.com.mx/software/120263/bankpoint) ## Esta página se encuentra disponible en los siguientes idiomas | Local | URL | | de | | | de-AT | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-CL | | | es-CO | | | es-MX | | | fr | | | fr-BE | | | fr-CA | | | nl | | | nl-BE | | ----- ## Datos estructurados