$322 Million Bank Chooses AccuAccount for Exception Tracking

We’re pleased to welcome Legacy Bank to the AccuSystems family. Legacy Bank is a $322 million bank headquartered in Wiley, Colorado, and has branches throughout Southern Colorado (including several in our own community of Pueblo).

Legacy Bank has roots dating back to 1907 when The State Bank of Wiley was founded. Almost one hundred years after its founding, the financial institution adopted its current identity as Legacy Bank. Since then, Legacy Bank has continued its track record of success and offers seven convenient locations throughout Southern Colorado. The bank provides a variety of banking services, including personal checking and savings accounts, business checking accounts, merchant services, loans, and much more.

“We’re excited at the opportunity to serve a bank that’s part of our own community,” said Alan Wooldridge, President of AccuSystems, LLC. “Legacy Bank has certainly built a solid legacy in Colorado, and we hope that our software will play a role in their continued success.”

AccuAccount is an electronic document tracking system that simplifies the management of exceptions. More than 15,000 bankers across the United States use AccuAccount to minimize exception-related oversights, streamline compliance, and increase productivity. By selecting AccuAccount Track, Legacy Bank gains access to a robust suite of document tracking features that includes:

  • Exception tracking and reporting
  • Missing document tracking
  • Expiring document tracking
  • Policy tracking
  • Task tracking
  • Notice letter automation

“AccuAccount Track eliminates the need for manual tickler systems and provides a single source of truth for document tracking initiatives,” Wooldridge said. “By implementing AccuAccount, banks can spend less time on manual entry and more time on what really matters.”

Watch a brief introduction video to learn how AccuAccount can streamline your bank’s exception management process.

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Connect with Jennifer Mitchell

Jenn Mitchell is AccuSystems' Sales Manager, overseeing sales and marketing operations. Jenn previously worked as a Loan Originator for several community and regional banks. Connect with Jenn >>