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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

Document tracking is sometimes viewed as a back-office function that deserves minimal strategic thought. Banks that hold this opinion tend to struggle with inefficiency, unreliable information, and massive exception lists. Taking a proactive (and strategic) approach to document tracking can

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 starting to blossom, and I’ve even seen a few flowers peeking through the ground. It’s

The Definitive List of Banker Blogs and Websites

July 9, 2020

The banking industry has always been ferociously competitive, and as thousands of banks in the U.S. endeavor to reach more customers while the number of institutions continues to drop, competition has inevitably grown. As time has passed, that competition isn’t the only thing that’s grown.

The Definitive List of Bankers’ Banks

July 9, 2020

Thanks to community banks, consumers in the U.S. have an almost unparalleled number of options when deciding who they’re going to trust with their money: some 10,000 banks and credit unions are available on national and local levels. A good number of those 10,000 institutions

5 Types of Commercial Loan Software

August 7, 2019

Commercial lending is a unique aspect of the banking industry. Unlike consumer loans, which are underwritten based on a snapshot of the customer’s current creditworthiness, commercial lending decisions are a continuous work in process. As any business owner will tell you, revenue and profitability can