Case Study: Origin Bank achieves strategic clarity and accountability with ClearPoint Strategy

Origin Bank - Customer Case Study

Origin Bank, a 40-location regional bank operating in Louisiana, Texas and Mississippi, faced a strategic planning problem: their existing plan was backward-looking, lacked accountability and executive buy-in, and their previous software couldn’t support the forward-looking, metrics-driven approach regulators and leadership wanted. Seeking a platform with customization, report generation and strong support, Origin Bank selected ClearPoint Strategy and moved off their old system mid-contract to rebuild a living strategic plan.

Using ClearPoint Strategy’s platform and premium support, Origin Bank mapped high-level pillars into objectives, initiatives and focused measures, then created four core reports (Strategic Plan Overview, objective/quarterly analysis, a heat-map of measures, and an automated “Red Arrow” off-track report). They established a quarterly cadence of three monthly meetings, assigned measure owners, implemented Executive “Big 5” child scorecards, centralized project management and a Decision Tree vetting process — all of which ClearPoint enabled. The result: clearer board reporting, automated identification of off-track items, stronger accountability and collaboration across the organization and a strategic plan that drives ongoing, forward-looking decision-making.

Origin Bank

Regina McNeill

Senior Vice President of Market Analytics and Strategic Planning