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Home > Blog > Tracking

Posts tagged: Tracking

Banker who is sitting at a desk and using a laptop to spread financial statements

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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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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Exception Report by Officer

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 sure ...

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Bank Document System Administrator

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 quarter ...

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Exceptions 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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Software for Trust Officers

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 maintain ...

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UCC Document Tracking

“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 fact ...

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Male hand holding calculator above SBA loan application with text overlay that says SBA Loan Document Management

SBA Loan Document Management

September 13, 2018
by Cathy Cirullo

“Mr. Jenkins, you seem like the natural fit for an SBA 7(a) loan.” Immediately after hearing these words, a glimmer of hope appeared on Mr. Jenkins ...

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commerical loan tracking upront_ vs ongoing

Commercial Loan Tracking: Initial vs. Ongoing

August 9, 2018
by Jennifer Mitchell

Whether you’re a bank or a credit union, it’s important to have solid tracking procedures in place for commercial loans. Unfortunately, the most well ...

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Restricting Access to Employee Account Info at Banks

Restricting Access to Employee Account Info at Banks

June 22, 2018
by Jennifer Mitchell

Your employees are some of your financial institution’s biggest advocates. They’re not shy to tell family members, friends, and virtually anyone else ...

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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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