Posts By: Jennifer Mitchell

Related Entities

Tracking Customers & Their Related Entities

by Jennifer Mitchell • May 22, 2018

Everyone knows that Lloyd is one of the most well-connected people in the area. After all, it was Lloyd who founded your town’s first business incubation center more than a decade ago. Since then, he’s started several successful companies of his own, served on a few boards of directors, and even finds time to volunteer […]


Managing Dormant Accounts: Reducing Risk via Integration

by Jennifer Mitchell • May 18, 2018

Dormant accounts pose a serious risk for financial institutions of all asset sizes. Although some of the responsibility for maintaining account security should fall on your customers’ shoulders, your institution is by no means off the hook. To prevent dormant accounts from falling into the wrong hands, most banks and credit unions have internal policies […]


Dynamic Reporting is Here!!!

by Jennifer Mitchell • May 10, 2018

What is Dynamic Reporting? Dynamic reporting allows any user to build a customized report specific to THEIR needs. Dynamic Reporting will allow users to build custom exception reports, get specific data out of AccuAccount and group the data as required by YOU. For more information on Dynamic Reporting, please visit our website at https://www.accusystem.com/module/dynamic-reporting/     […]


CIP Document Management

Customer Identification Program (CIP) Recordkeeping

by Jennifer Mitchell • May 9, 2018

“A bank’s CIP must include recordkeeping procedures.” ~Bank Secrecy Act Anti-Money Laundering Exam Manual Federal Financial Institutions Examination Council Since the passage of the USA PATRIOT Act, all banks have been required to keep a written CIP. As I’m sure you know, the point of the CIP (Customer Identification Program) is to ensure that banks […]


Core Imaging Systems

Our Core System “Does Imaging”

by Jennifer Mitchell • May 3, 2018

I occasionally hear banks or credit unions make the following statement: “We don’t need AccuAccount. Our core system does imaging.” Does this statement hit home for you? Perhaps your financial institution utilizes a core system that offers basic document imaging features. You’ve already made a huge investment in your core, so why integrate with a […]


Manage DDA Accounts

Streamline New DDAs by Going Paperless

by Jennifer Mitchell • April 19, 2018

Everyone in your town loves Freddy. After all, Freddy Marino is the face of the community’s favorite restaurant: Freddy’s Pizza, Wings & Subs. When you want to watch the big game and enjoy a tasty pizza, there’s no better place than Freddy’s. Since opening his first location over twenty years ago, your financial institution has […]


New UI Blog

AccuAccount’s Fresh New Look + Dynamic Reporting

by Jennifer Mitchell • April 16, 2018

It’s here, and it’s awesome! Today, our team at AccuSystems is excited to officially unveil the fresh new look for AccuAccount. The new user interface, which is the result of feedback from our 15,000+ users along with countless development hours, is clean, intuitive, and built with the end user in mind. Let’s take a closer […]


Tax Return Management

Tax Returns: Open the Flood Gates

by Jennifer Mitchell • April 9, 2018

April 15th is an all-too-familiar date for the business owners that your bank serves. For sole proprietors, C corporations, and individuals throughout the United States, April 15th (or April 17th as the calendar falls this year) represents the ultimate “hard deadline.” Unless an extension is filed, taxpayers must submit their returns by this date. As […]


Accu-Summit 2018

by Jennifer Mitchell • April 2, 2018

Do you want to gain knowledge of what AccuSystems can do for you? Sign up for the Accu-Summit 2018 and make your hotel reservations for The Broadmoor at https://www.accusystem.com/accu-summit-2018/. AccuSystems will train on existing features within AccuAccount, the latest features released in 2018, how to manage exceptions, the new Dynamic Reporting as well as show what is […]


MidWest One Bank Case Study

MidWestOne Bank: Imaging + Tracking Leads to Efficiency

by Jennifer Mitchell • March 28, 2018

The past decade has brought significant change for Keith Graff’s loan operations team. When Keith hired on in 2004, his bank was known as First State Bank (part of the then Iowa State Bank & Trust Holding Company). The institution primarily served agricultural lending needs in the Iowa market. Through a series of mergers and […]