4 Bank Document Tracking Options Worth Considering

4 Bank Document Tracking Options Worth Considering
Your bank has a lot of documents to keep track of. Commercial loan files, customer financials, tax returns, applications, and flood zone determinations are just a few examples. Keeping it all organized can easily become overwhelming, especially if you don’t have the right tools. As we recently pointed out in our document tracking webinar, banks often try to use their core system’s built-in tracking functionality. Unfortunately, most cores offer very limited tracking capabilities. For this reason, many banks turn to other tracking solutions, such as: Spreadsheet ticklers Desktop tickler apps Integrated exception systems…Read more

Why a Lending Dashboard Keeps Your Bank on the Right Path

Why a Lending Dashboard Keeps Your Bank on the Right Path
Another busy day draws to a close. And, like most days, you exit the bank and stroll toward your car. As you flop down into the driver’s seat, you notice something is wrong – seriously wrong. For whatever reason, your entire dashboard is missing. No speedometer, fuel gauge, or tire pressure indicator. No tachometer, oil pressure gauge, or service engine soon light. It’s all gone. Do you start your engine and drive off? Of course not. Doing so would be irresponsible, to say the least. So, how does this ridiculous example relate to…Read more

3 Reasons Why Your Core System’s Imaging Isn’t Cutting It Anymore

3 Reasons Why Your Core System’s Imaging Isn’t Cutting It Anymore
The following article was originally posted on BankNews.com. Click here to read the original version. (Re-posted with permission.) Each day your core system provides significant value to your financial institution. Processing payments, tracking customer transactions and balances, calculating interest, and generating statements are all in a typical day’s work for your core. Although your core does many things very well, imaging may not be one of them. In this post, I’ll share three reasons why your core banking system is probably not the best option for document management. 1. Your Stakeholders Can’t Find What They…Read more

How Credit and Loan Document Management Software Can Help

How Credit and Loan Document Management Software Can Help
Your financial institution does a lot of good for the local community. The IT startup north of town simply couldn’t make payroll without the line of credit you’ve extended. Roy’s excavating company is always looking for financing to add to his arsenal of earth-moving vehicles. And, who could forget about City Auto, which prides itself on having the “largest inventory of new and used cars in the state.” Without your flexible dealer floor plan programs, City Auto’s slogan wouldn’t be possible. As much good as your bank does, it’s not a charity. You…Read more

5 Reasons to Use Our Loan Tracking App (Instead of Your Core)

5 Reasons to Use Our Loan Tracking App (Instead of Your Core)
Your core banking system claims to do everything under the sun. Granted, it does perform many banking functions – it just doesn’t do everything particularly well. Exception tracking is certainly at the top of the list. In this post, we’ll look at five big reasons why more than 14,000 bankers trust AccuAccount for their loan document tracking requirements. Reason #1: Your Core Doesn’t Tell a Good Story Your customers are more than dollar signs and ledger entries. They’re real people with real stories. And, you know their stories all too well – the…Read more