InBank Chooses AccuAccount Track for Integrated Bank Document Tracking

We’re excited to announce another sale—this time with InBank, a $393 million financial institution based in Raton, New Mexico.

Tracing its roots back to 1918, the team at InBank has served the banking needs of the mountain west region for more than one hundred years. InBank maintains eight locations across New Mexico and Colorado. In addition to providing a variety of mortgage and personal banking services, InBank provides many business banking solutions that include commercial loans, checking and savings, credit cards, and merchant services.

“InBank has been a long-time user of our Tickler product, and we’re excited to help them upgrade to our enterprise bank document tracking solution, AccuAccount Track,” said Alan Wooldridge, President of AccuSystems. “Upgrading to AccuAccount Track will enable InBank to achieve greater efficiency in its exception management workflow.”

AccuAccount is a bank document tracking system used by more than 15,000 users across North America. AccuAccount is built specifically for the unique needs of community financial institutions. Built-in exception management and automated reporting streamline document tracking for credit, loans, deposits, and trusts. By selecting AccuAccount Track, InBank gains access to:

  • Customer tracking
  • Related entity tracking
  • Exception reporting
  • Missing and expiring document management
  • Policy and task tracking
  • Notice letter automation

“We are confident that AccuAccount Track will help InBank further elevate its document tracking processes,” Wooldridge said.

Take a tour of the tracking features in AccuAccount.

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