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Join a Free Webinar

Looking for some quick answers to your document management questions? Our team at AccuSystems offers an informative webinar series for bankers, designed to keep you in the loop. Below you’ll find a listing of upcoming and pre-recorded webinars.

AccuAccount Live

AccuAccount Live!
Wednesday, April 25, 2018 @ 2 pm Eastern

Your financial institution is thinking about the switch to a more streamlined document management system. What features do you actually need? Join us for this month’s demo of AccuAccount, our top-rated document management software that’s trusted by more than 15,000 bankers and credit union professionals worldwide.

Commercial Loan Tracking Webinar

Credit Unions: Commercial Loan Tracking
Wednesday, May 23, 2018 @ 2 pm Eastern

As more credit unions venture into commercial lending, there are certain document tracking best practices to be mindful of. In this educational webinar, we’ll share our tips for managing commercial loan documents in a credit union setting.

Recent Webinars (Recordings)

Tax-Day-Time-Bomb-Webinar-450-x-225

Tax Day Time Bomb
(Video Recording)

For commercial lending institutions, tax day is like a ticking time bomb. Overnight, the bank’s list of tax-related exceptions explodes, creating tremendous administrative work for the loan operations team. Join us for this free webinar to see how AccuAccount can help your bank during tax season.

Why PDF?
(Video Recording)

Everything is moving to PDF – the banking industry included. Why should your bank stop scanning into TIFF format and migrate to PDF? What are the advantages of PDF technology? Is it right for your bank? Join this free webinar to weigh the pros and cons of a conversion to PDF from TIFF.

How-to-Make-Your-Compliance-Officer-Love-You-Webinar

How to Make Your Compliance Officer Love You
(Video Recording)

Bank compliance is a tricky subject – especially when your loan files and other documents are still in paper format. Do your compliance officer a favor, and consider the switch to a more streamlined document management workflow.

5 tips for better loan tracking webinar

5 Tips for Better Loan Tracking
(Video Recording)

The New Year represents an excellent opportunity to streamline your bank’s commercial loan tracking processes. Are you still using spreadsheets? Is your desktop tickler creating unnecessary friction internally? If so, this webinar is for you.

Dynamic Reporting Webinar

Dynamic Reporting for AccuAccount
(Video Recording)

Your bank needs a better way to slice and dice the information housed within your imaging system. Meet our innovative dynamic reporting feature for AccuAccount.

Core Imaging vs. AccuAccount
(Video Recording)

Your core banking system does a lot of things well. Imaging might not be one of them. In this informational webinar, you’ll learn why an integrated 3rd party system (such as our AccuAccount platform) can take paperless to a new level.

Meet the New AccuDoc
(Video Recording)

Stop and think about what an entirely paperless bank would look like. Your institution’s contracts, receipts, employee files, and everything else would be easily accessible in just a few clicks. The reimagined AccuDoc can help you achieve this goal.

Deposit Management
(Video Recording)

Deposit accounts have their fair share of documents and record keeping tasks. In this free webinar, we’ll explore how you can leverage AccuAccount to streamline the management of your bank’s deposit accounts and associated paperwork.

Trust Document Management

Trust Document Management
(Video Recording)

In this free webinar, we’ll explore how your trust department can leverage AccuAccount to reduce administrative costs and provide a better customer experience.

Document Tracking Options for Banks

4 Document Tracking Options for Banks
(Video Recording)

Efficient document tracking is increasingly important for commercial lending institutions. Overlooking a single document can create unnecessary issues with customers, auditors, and examiners.

Integrating Your Document Management System

Integrating Your Document Management System
(Video Recording)

Greater accessibility by staff, reduced risk of information loss, and better audits are just a few reasons why banks are going paperless. But, failing to integrate your electronic repository to your other banking systems could create problems.

How to Automate Flood Zone Compliance

How to Automate Flood Zone Compliance
(Video Recording)

Flood zone determinations are a necessary aspect of your lending operations. Unfortunately, the back and forth between reports and document management systems can create unnecessary work.

How to Keep Your Auditors Happy

How to Keep Your Auditors Happy
(Video Recording)

Efficient audit preparation has a direct impact on your financial institution’s bottom line. It also impacts your relationship with auditors. Carting in mountains of paperwork and hardcopy loan files only complicates the situation.

Scan Like a Superhero

Scan Like a Superhero
(Video Recording)

More banks are moving to a paperless commercial loan portfolio. However, before you move to a paperless system, it’s important to understand your institution’s scanning strategy. Register to find out how.

Why Manual Ticklers Aren’t a Laughing Matter

Why Manual Ticklers Aren’t a Laughing Matter
(Video Recording)

Most community banks still rely on manual ticklers or spreadsheets to keep tabs on incoming financials and other important documents. Manual ticklers could expose your bank to unnecessary risk.

Loan Workflow Magic

Loan Workflow Magic
(Video Recording)

Manually routing paper loan files is both inefficient and risky. On the other hand, with an automated loan management system, such as AccuAccount, internal stakeholders receive email notifications when an action is required by them. Register for tips to streamline your workflow.

How to “Link” Customer Information

How to “Link” Customer Information
(Video Recording)

Many imaging systems offer a “hierarchical” approach to document management, similar to your bank’s shared drive folders. Other systems build “links” between customer information, accounts, and documents. Which approach is best for your bank? Find out in our free webinar.

How to Close More Loans (with Less Paper)

How to Close More Loans (with Less Paper)
(Video Recording)

As a commercial lender, you’re a very busy person. Many lenders fail to consider the negative impact that paper documents have on the lending process. In this webinar, we’ll show how an electronic system can create new efficiencies, deliver better customer experiences, and help you close more loans.

Something Stinks! How to Know When a Document Expires

Something Stinks! How to Know When a Document Expires
(Video Recording)

Your bank has hundreds if not thousands of documents arriving each day. Without the right processes, it becomes very difficult to ensure that tax returns, proof of insurance certificates, and other financials are still valid. In this webinar, learn tips for tracking missing and expiring documents.

How to (Easily) Convert 1 Million TIFFs to PDF

How to (Easily) Convert 1 Million TIFFs to PDF
(Video Recording)

There has been a seismic shift in the document imaging industry. Fewer banks are relying on TIFF files, while more are turning to PDFs. PDF technology offers more functionality and is more commonly used by your customers. So, how do you convert all those TIFFs? Sign up to find out.

Loan Participations: How to Improve Your “Snail’s Pace”

Loan Participations: How to Improve Your “Snail’s Pace”
(Video Recording)

Participation loans are increasingly popular in today’s complex banking environment. However, each participation loan creates new administrative work for your financial institution. Learn how to leverage technology to automate the downstream and upstream management of participation loans.

Scaling Pikes Peak: Document Backlog Conversion

Scaling Pikes Peak: Document Backlog Conversion
(Video Recording)

Overcoming a mountain of paper documents doesn’t have to be as difficult as it seems. Learn tips for developing a strategy to digitize loan, deposit, trust, accounts payable, or other important documents at your bank. Reduce risk, increase visibility, and streamline your institution today.

Reduce Stress with Better Scanning

Reduce Stress with Better Scanning
(Video Recording)

Documents come from many different sources. Tax returns, insurance documents, and email attachments are just a few that your institution receives each day. How will you get everything into electronic format without stressing yourself out? Learn scanning tips from the pros.

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Join our free newsletter list to be notified of future webinar dates. In addition, subscribers will receive links to our webinar recordings as they become available. Sign up for free today.