Not all document management systems are created equal - especially when it comes to ensuring compliance with your retention policy. In this post, we’ ...
Audit Prep: Why a Paperless Approach Makes Sense
Disclaimer: The following post was originally published on the Commercial Finance Association blog. (Re-posted with permission.) How much time does ...
How to Prepare for an Audit in 5 Minutes
Audit and exam preparation can cause significant pain points for many financial institutions. This is especially true for banks still relying heavily ...
Request for Proposal: What to Consider When Selecting an Audit Firm
Whether it is a result of internal policy, or simply dissatisfaction with your current provider, it is inevitable that you, as a bank executive or dir ...
Financial Statement Audit: Preparation is Key
Year-end is quickly approaching, which means that the annual financial statement audit is also on the horizon. Hopefully, most institutions have had o ...
Study Reveals 91% of Banks Require 5+ Hours to Prepare for Audit
Financial institutions continue to seek ways to streamline processes and increase efficiency. Audit and exam preparation are proven pain points for ma ...
Overcoming Frustration: Audit & Exam Preparation at a Bank
What are your biggest frustrations when it comes to preparing for external audits and examinations? To answer this question, we recently surveyed 187 ...
“Audit Export” Simplifies the Audit and Exam Prep Processes
Looking for a way to simplify the audit and exam preparation processes? Sick of looking through piles of files and paperwork only to discover that a d ...
Preparing for an External Audit
An external audit can be a busy and stressful time, but it’s a necessary part of being a financial institution. The good news is that with a little pr ...
Thinking About a Bank Document Retention Policy?
Almost every business out there is looking for ways to get rid of paper and get in tune with technology. Banks are no different. They want to reap the ...
