Exception Tracking Automation
Is your financial institution efficiently tracking exceptions? Many banks and credit unions are still managing exceptions manually. Tracking exceptions and updating expiring documents with spreadsheets, index cards, and manual entry is cumbersome and can be unreliable. With AccuAccount, exception tracking is managed accurately and efficiently with a dynamic, centralized electronic database.
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Integrated Imaging
Integrated solution offering banks and credit unions imaging and exception tracking.
Simplified Scanning
Makes scanning and accessing electronic versions of bank documents just a click away.
Enhanced Control
Enhances control of information, providing a “digital backup” of all documentation.
Boost Productivity
Save time and streamline productivity and elevate bank profitability.
15,000+ BANKERS TRUST ACCUACCOUNT
Banks and credit unions count on Alogent to electronically image loan, deposit, trust, and operational documents. AccuAccount been trusted by banks and credit unions for over two decades for loan document imaging, deposit tracking, signature imaging, accounts payable management, and more. Alogent’s imaging software works seamlessly with your core banking system, providing an integrated way to scan, store, and manage digital and electronic documentation.
Track Missing Documents, Policy Exceptions, & More
Manual document tracking is not only challenging, it’s also error-prone. In addition to asking for current financials and insurance documents from customers and members, your employees must also remember to plan future exceptions. Failing to collect important account holder documents can leave your institution exposed to untold risk.
Compare this process to a more integrated approach, which leverages an exception automation platform such as AccuAccount. Financial institutions can assign any combination of: missing files, expiring files, or policy, and choose to assign no exceptions at all. Reduce risk, increase transparency, and deliver a more favorable customer experience today.
Alogent works closely with its clients to understand their unique document management needs. We pride ourselves on staying current on industry trends relating to: compliance, evolving audit requirements, regulatory compliance, lending trends, and more. The imaging technology from Alogent was designed to help your bank or credit union manage all of these issues, improving operational efficiencies and bottom line performance.
Take a proactive approach to bank document organization with Alogent’ proven software.
Why AccuAccount & Not a Tickler?
Here are just a few reasons why an integrated exception tracking system like AccuAccount is better than a tickler system:
- Improves cross-branch information sharing and communication versus traditional “manual” tickler systems.
- Integrated version also interfaces with internal bank departments, such as accounts payable, contracts, etc.
- Streamlines workflows and improves bank and credit union operations.
- Eliminates dependency on manual tickler files.
- Reduces misallocation of full-time employees by reducing administrative workload.
- Improves customer satisfaction by reducing the number of errant notice letters and follow-up phone calls.
- Creates additional visibility for senior management, loan administrators, and lenders.
See Our Software in Action
Watch an on-demand demo of AccuAccount, our core-integrated document management system. Learn how to streamline imaging, simplify exception tracking, and accelerate audit and exam prep. See why 15,000+ bankers use AccuAccount.