Acquisition Alert Potential upsell opportunities arising from the recent acquisition by Community Bank, NA in January 2026. Engage to understand integration plans for fiduciary and trust services and explore continuity of services, cross-sell to the combined customer base, and any portfolio rationalization opportunities.

Growth Leadership Executive leadership changes with Ashlee Theising promoted to Chief Executive Officer. Leverage may be needed for strategy alignment discussions, highlight ClearPoint’s fiduciary leadership and potential for expanding investment management and trust services under new leadership.

Funeral Trust Focus Specialized niche serving cemeteries and funeral homes. Opportunity to present enhanced custodial, recordkeeping, reporting, and regulatory/compliance solutions tailored to death-care trusts, with potential for deeper product integration and time-saving services.

Webinars and Education Be Intentional Webinar series indicates a content-driven engagement approach. Propose partnerships or co-branded educational programs, and offer advanced training, scenario planning, and regulatory updates to deepen client relationships and generate leads.

Financial Scale Moderate revenue size with a focused client base. Position as a trusted partner for scalable trust administration and investment management solutions that can grow with the firm as it continues to operate within a niche market and potentially during any expansion.