Imaging

Document Management Software for Banks

Document Management Software for Banks: 5 Key Features in 2019

by Cathy Cirullo • January 14, 2019

With the New Year officially here, many community banks are resuming the search for a more scalable document management process. As a result, the first quarter is usually very busy for our team here at AccuSystems. If your financial institution is actively evaluating document management software for banks, there are several important features that you […]


Bank Policies Procedures

How to Securely Store (& Share) Bank Imaging Policies & Procedures

by Cathy Cirullo • January 3, 2019

A well-crafted bank document imaging policy is a key component of any successful document management strategy. Imaging procedures, which support the ongoing adherence to the policy, are equally vital for ensuring compliance, quality control, and operational efficiency. To maximize employee buy-in and increase organizational transparency, forward-thinking banks implement solutions that enable secure, electronic sharing of […]


Bank Document Imaging Policy

Bank Document Imaging Policy

by Cathy Cirullo • December 10, 2018

“Do you have a sample bank document imaging policy that we can use?” We hear this question quite often here at AccuSystems. And, perhaps for good reason. Although digitizing your bank’s loans, deposits, and trusts is an excellent way to reduce risk and boost efficiency, doing so does yield a few new obligations. One such […]


Bank Operations Deposits

Leveraging Technology to Streamline Frontline Operations

by Cathy Cirullo • November 26, 2018

Customers consider your frontline staff to be the face of your bank. And, as your bank’s Deposit Operations Manager, it’s your job to ensure that the retail team delivers a friction-free experience. Unfortunately, without the right banking processes, your tellers and other frontline staff may struggle to live up to expectations. That’s especially true when […]


Core Document Images

Are Your Documents Being Held Hostage?

by Jennifer Mitchell • August 20, 2018

Maintaining control over your documents may not seem like the plot from a Hollywood thriller. That being said, banks often find themselves facing what feels like a hostage situation. On one hand, you’ve invested far too much effort into your core imaging module to simply walk away. On the other hand, you can’t keep tolerating […]


Currency Transaction Report

Managing Currency Transaction Reports

by Jennifer Mitchell • July 19, 2018

Mr. Wallace stopped by your Main Street branch this morning – just as he does every Friday morning. However, unlike most of Mr. Wallace’s visits, he brought a very large check with him. The total amount was $12,400, and Mr. Wallace asked for all of it in $100 bills. Being the overly friendly person that […]


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 […]


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 […]


CRA File Documentation

CRA Public File Management: Why Electronic is Better

by Jennifer Mitchell • March 23, 2018

“I’d like to take a look at your public CRA file.” You never know who will ask for a copy of your CRA (Community Reinvestment Act) public file. And, by law, depository institutions like yours are required to maintain copies of such records and, upon request, allow customers to inspect the files. If a customer […]


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