Fortifi Bank Chooses AccuAccount Track for Document Tracking

We’re pleased to announce that Fortifi Bank, a $544 million bank headquartered in Berlin, Wisconsin, has selected AccuAccount for its document tracking and exception management needs.

For more than 140 years, Fortifi Bank has been a pillar in the state of Wisconsin. Established in 1876, less than thirty years after Wisconsin achieved statehood, Fortifi Bank (formerly 1st National) has helped countless individuals and businesses achieve their financial goals. Today, Fortifi Bank offers a mix of personal and business banking solutions and investment services across nine branches in Wisconsin.

“Fortifi Bank is not just a financial institution—it has become a vital part of the communities that it serves in Wisconsin,” said Alan Wooldridge, President of AccuSystems, LLC. “We’re excited to be a part of Fortifi Bank’s amazing story.”

AccuAccount is a document management system that is used by banks and credit unions to reduce paper, increase efficiency, and elevate customer service. Thousands of bankers across the United States use AccuAccount each day as their source of truth for electronic documents, customer information, tasks, and data reports. By selecting AccuAccount Track, Fortifi Bank gains access to a suite of exception management features that includes:

  • Automated exception reports
  • Missing and expired document tracking
  • Policy tracking
  • Task tracking
  • Notice letter automation

“AccuAccount Track provides Fortifi Bank with a toolbox of exception management features to enhance its existing tracking workflows,” Wooldridge said.

Take a tour of AccuAccount to learn more about our exception management features.

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