Why 14,000 Bankers Trust Us to Manage 2.1 Million Loans

You’re looking for a better way to manage your bank’s ever-growing loan portfolio. Missing and expiring documents are always a headache, and audit prep – well, I won’t go there. Surely there’s a better option than your core system’s clunky tickler and imaging interface, right?

I have some good news to share with you – there is a better way…a much better way. Since 2001, our team at AccuSystems has quietly helped community banks like yours leverage technology to become more efficient. We’ve developed a number of innovative software products over the years, but I think you’re going to especially like our flagship product, AccuAccount. As I’ll point out later in this article, AccuAccount is an all-in-one system that does imaging, tracking, audit prep, task management, and much more.

Let’s take a closer look at why you need AccuAccount at your bank (click here to request a free demo). Of course, you don’t need to take my word for it. Just ask one of the more than 14,000 bankers who use our products to manage over 2.1 million loans.

AccuAccount Stats

(For additional due diligence about our company, be sure to check out our in-depth case studies and banker testimonial videos.)

So, without further delay, here are three reasons why more than 14,000 bankers trust AccuSystems for efficient document management and tracking.

Tracking + Imaging + Accessibility

Some systems just do imaging. Others are nothing more than glorified ticklers. Not AccuAccount – our system does it all. Here’s how it works.

When you sign up for AccuAccount, our US-based implementation team (of former bankers, by the way) meets with you to understand your bank’s exact loan management workflow. We then help you to configure the system so that it’s perfect for your processes. (Some banks even use implementation as a time to re-evaluate and modify their existing procedures.)

Once a plan has been established and your team is fully trained, we turn you loose to implement your backlog scanning. If you’re already imaging on a different platform, we’ll help you migrate your existing digital archive to AccuAccount. Scanning in AccuAccount is a breeze, especially since we offer a variety of intuitive options. Barcodes, desktop scanners, multi-purpose devices, and even ePrint technology are all compatible with our software.

Many banks focus on completely digitizing their backlogs before turning on our exception tracking features. Whatever you decide to do, you’ll rest easy knowing that AccuAccount offers a suite of document tracking tools. In addition to monitoring missing and expiring documents, your team can also track policy exceptions and overdue tasks. Anything worth tracking at your bank can be tracked in AccuAccount!

exceptions by user

With everything securely stored in AccuAccount, audit and exam prep is also a snap. Point, click, and export an electronic audit file that contains the requested information – no more, no less.

Intuitive, Customizable, & Integrated

True, our software checks all the boxes when it comes to imaging and loan document tracking. But what makes our software significantly different from other bank document management systems?

For starters, we built AccuAccount to “look like” a traditional loan file. Unlike some systems, which offer a rigid, folder-based approach, AccuAccount is designed to mesh seamlessly with how your bank gets stuff done. When a customer calls your institution, your staff can instantly locate and review all linked accounts, collaterals, notes, exceptions, and entities. No more digging through paper folders or shared drives. Focus on what matters most – understanding the customer’s needs and delivering an unbelievable experience.

And, unlike paper-based approaches, AccuAccount allows multiple users to be logged in at once, delivering simultaneous viewing of customer records. For banks with multiple branches and departments, this type of visibility is extremely valuable. Set up as many users as you like – we won’t nickel-and-dime you for adding more users!

Best of all, AccuAccount integrates with over 30 core banking systems (and countless other banking apps). When a new customer or account gets booked to your core, AccuAccount automatically creates a matching record on your behalf.

Stop manually cross-checking systems to your core – let AccuAccount do the busy work for you.

Our 98% Customer Support Rating

Finally, we’re pretty proud of our 98% positive customer support rating. (By the way, you can click here to read our latest reviews – they’re all published on our website for full transparency.) If you couldn’t already tell, we’re not a mega corporation. We don’t have thousands of support representatives, but we do have a select team of highly knowledgeable team members. You can get in touch with us in a way that works best for you: email, live chat, support phone line, ticketing system, and a customer forum. If your question is not answered immediately, it will get escalated to someone who can quickly do so. Regardless of which plan you pick, you get unlimited support from us. That’s our commitment to you.

AccuSystems team

For banks who like to interact in person, we also host an annual user conference (you’re invited!) each November at Colorado’s #1 resort. This year’s conference will be our third annual, and we’re expecting the largest crowd ever.

Join 14,000 Satisfied Bankers

If you’re ready to take your bank to a new level of efficiency, ask us for a no-obligation demo of AccuAccount. We’ll set up a time that works for your schedule.

We’re excited at the opportunity to serve your community financial institution!

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Connect with Alan Wooldridge

Alan Wooldridge is president of AccuSystems, LLC. Each day, the company helps hundreds of community banks become more efficient through technology.  Connect with Alan >>