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Home > Blog > Tracking

Posts tagged: Tracking

Banker looking through files in a drawer with text. "No, I Don’t Have That File"

“No, I Don’t Have That File”

June 27, 2022
by Cathy Cirullo

Lisa: “Hey Tony, I’d like to borrow a loan file that you checked out. The customer is here, and I need to review a few things in his file.” Tony: “ ...

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Desk with papers and text, "5 Pillars of an Effective Document Tracking Strategy"

5 Pillars of an Effective Bank Document Tracking Strategy

April 1, 2022
by Jennifer Mitchell

Document tracking is sometimes viewed as a back-office function that deserves minimal strategic thought. Banks that hold this opinion tend to struggle ...

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Person using a laptop and text "Notices"

How to Boost Efficiency & Compliance with a Streamlined Notice Letter Workflow

February 1, 2022
by Jennifer Mitchell

Notice letters are a necessary part of banking. Whether you’re requesting updated financial statements from individuals or notifying insurance agen ...

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Banker typing on computer next to financial statements with text, "How to spread financial statements faster with better data collection"

How to Spread Financial Statements Faster with Better Data Collection

April 30, 2020
by Cathy Cirullo

Your financial institution has made a significant investment in its financial monitoring workflow. The latest credit spread software and a well-traine ...

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Two bankers reviewing report on computer and taking notes on paper with text, "4 failures to avoid with bank risk management software"

4 Failures to Avoid with Bank Risk Management Software

October 22, 2019
by Cathy Cirullo

Effective risk management is an essential element for success in today’s banking environment. Regulators, shareholders, and customers are counting o ...

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Female banke on computer reviewing spreadsheet with text, "Help your exception specialist simplify her life"

Help Your Exception Specialist Simplify Her Life

July 11, 2019
by Cathy Cirullo

Ellen is arguably the hardest working person at your financial institution. As your bank’s Exception Specialist, Ellen is responsible for making su ...

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Banker typing on desk with text, "Bank Document Management System Administrator - Recurring Tasks"

Bank Document Management System Administrator: Recurring Tasks

June 3, 2019
by Cathy Cirullo

An attendee at last year’s Accu-Summit posed an excellent question: What should system administrators monitor on a daily, weekly, monthly, or quart ...

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Hand with soft brush cleaning computer keyboard with text, "Exception spring cleaning"

Exception “Spring Cleaning”

April 29, 2019
by Cathy Cirullo

It finally feels like spring here in Colorado. The snow has mostly melted, and things are beginning to look a little greener. The trees are startin ...

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Coffee with heart drawn on top and text, "Trust officers - meet your new best friends"

Trust Officers: Meet Your New Best Friend

October 15, 2018
by Cathy Cirullo

Your financial institution places significant responsibility upon your shoulders. After all, as the bank’s Trust Officer, you’re tasked with mainta ...

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Field with tall grass and track marks from tractor and text, "Perfecting your UCC tracking process"

“Perfecting” Your UCC Tracking Process

September 21, 2018
by Cathy Cirullo

"Good ol’ Ronnie” is one of your favorite customers to work with. A fifth generation farmer, Ronnie is among the bank’s most loyal customers. In fa ...

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AccuSytems

AccuSystems helps financial institutions reduce risk and increase efficiency with document management software. By combining bank document imaging, loan management workflows, and exception management, the company’s products help banks and credit unions throughout the United States create control and accountability.

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325 S Union Ave, Pueblo, CO 81003

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