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: “ ...
5 Pillars of an Effective Bank Document Tracking Strategy
Document tracking is sometimes viewed as a back-office function that deserves minimal strategic thought. Banks that hold this opinion tend to struggle ...
How to Boost Efficiency & Compliance with a Streamlined Notice Letter Workflow
Notice letters are a necessary part of banking. Whether you’re requesting updated financial statements from individuals or notifying insurance agen ...
How to Spread Financial Statements Faster with Better Data Collection
Your financial institution has made a significant investment in its financial monitoring workflow. The latest credit spread software and a well-traine ...
4 Failures to Avoid with Bank Risk Management Software
Effective risk management is an essential element for success in today’s banking environment. Regulators, shareholders, and customers are counting o ...
Help Your Exception Specialist Simplify Her Life
Ellen is arguably the hardest working person at your financial institution. As your bank’s Exception Specialist, Ellen is responsible for making su ...
Bank Document Management System Administrator: Recurring Tasks
An attendee at last year’s Accu-Summit posed an excellent question: What should system administrators monitor on a daily, weekly, monthly, or quart ...
Exception “Spring Cleaning”
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 ...
Trust Officers: Meet Your New Best Friend
Your financial institution places significant responsibility upon your shoulders. After all, as the bank’s Trust Officer, you’re tasked with mainta ...
“Perfecting” Your UCC Tracking Process
"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 ...
