Selecting a Technology Vendor: 3 Questions to Ask

Selecting a Technology Vendor: 3 Questions to Ask
Disclaimer: The following post was originally published on the Commercial Finance Association blog. (Re-posted with permission.) As with anything else at your bank, selecting a technology vendor can be a challenging decision. Users from across different departments must agree on a variety of considerations, such as features, budgets, roll-out schedules, and training priorities. And, as your IT team frequently points out, security and scalability should never be overlooked. So, how can your institution keep everything balanced? Asking plenty of questions is a great place to start. In my experience, the following three questions are…Read more

Trust Document Management: How AccuAccount Helps

Trust Document Management: How AccuAccount Helps
Your bank’s trust department provides a very diverse set of services to the community. In some situations, your institution makes payments and pays bills in accordance with the trust terms. In other situations, your bank may serve as the sole trustee, assuming additional decision making responsibilities. Your bank probably also manages (and in some cases files) tax documentation on behalf of the trust. Some trust departments even provide investment management services. With so much going on in a bank’s trust department, one thing is for certain: trusts generate a lot of paperwork. To…Read more

How Document Checklists are Creating Bottlenecks at your Bank

How Document Checklists are Creating Bottlenecks at your Bank
The following post was originally published in The Independent Report, a service of the Independent Bankers of Colorado. Stop and think about your bank’s document management workflow for new customers and accounts. If you’re relying on paper documents, it probably goes something like this: your loan administrator checks the account type, finds the correct checklist, compares what’s in the customer’s file, and manually updates the tickler with anything that’s missing. It’s easy to see why this process isn’t scalable. The more customers and accounts you add, the more busywork you create. In this…Read more

How to Build a 360-Degree View of Each Customer at Your Bank

How to Build a 360-Degree View of Each Customer at Your Bank
Each customer who walks into your bank has a unique story. Mr. Perkins has been banking with you for his entire adult life. Mrs. Jones is a relatively new customer, who recently switched over her personal checking and several business accounts. And, no one could forget about Mr. Antonelli, one of the most important (and eccentric) people in your community. He’s founded and sold several successful ventures, each time seeking your institution’s help in closing the deal. Yes, your bank sure serves a lot of interesting and dynamic people. With an ever-expanding portfolio…Read more

Join Us for a Full Day of Training at Accu-Summit

Join Us for a Full Day of Training at Accu-Summit
Accu-Summit 2017 will be our third annual user conference, slated for November 1st through 3rd in Colorado Springs. As in past years, the event will be hosted at The Broadmoor, Colorado’s top-rated luxury resort. One key difference with this year’s conference is our full day of training that we’re offering attendees. This optional day will be your chance to go in-depth with the top minds of AccuSystems. By attending the day of training, you’ll also become eligible to earn an AccuAccount certification! In this post, I’ll briefly share a few more details about…Read more