FINTECH

Service Description

In what may be the quickest changing technology landscape, you need an advisor to assist with everything that's happening on the technology front. Everyday elite, fast-paced, trillion dollar companies are launching products and services that either you or your competition have to take advantage of. If you're unsure how to use these tools for your company or digest the volume of information ClearPoint is here to help. We leverage these tools on a day-to-day basis and have the know how to help you apply the tools. If you just want to become more efficient or develop large processes to scale we can help. When it comes to more traditional FinTech needs such as firm-wide software or systems, our team has experience with every level of corporate systems. If you're a company that is still living in "excel-hell" or using basic accounting software and need help, to sophisticated multi-company, multi-currency systems, we've seen it all. From upgrading to the cloud, moving off of off-the-shelf entry level software to implementing an ERP we have experience in every scenario. Most importantly, at ClearPoint, we fully understand the crucial role data plays in any system. Therefore, one of the first steps we undertake is identifying and developing best practices to apply in your system or a future upgrade. Systems are a critical foundation for any company to be able to quickly digest information and react to opportunities when they appear. This is the key to growth and accountability to ensure objectives are met.