TRUPOINT Partners

Regulatory Compliance for Banks, Mortgage Companies, Credit Unions & Auto Lenders. That is the short version of TRUPOINT Partners. The job it does: turning data into dashboards and reports people actually read.

Who is it for? Mostly analysts and leadership teams. They also list Analytics, Consulting and Financial Services, so expect those to show up in the feature set. As a small product team themselves (11 to 50 people), they tend to serve customers of a similar scale best. You will probably talk to the people who build it, which is great until you need 24/7 support.

TRUPOINT Partners is based in Charlotte, North Carolina. More on trupointpartners.com.

Things worth asking about: data connectors, modeling layer, and viewer pricing. Ask for a trial on your own data, not a canned demo.

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