Looking for tips to streamline your financial institution’s document and exception management? Our team at AccuSystems offers an informative webinar series for bankers, designed to ease your burden. (For a full list of all upcoming events at AccuSystems, click here.) Below you’ll find a listing of upcoming webinars. Register for as many as you like. If you have a suggestion for a topic, please contact us. We take every suggestion seriously!
Each month we invite banks to join us for an interactive “Ask the Trainer” webinar. During this informal session, you’ll get the opportunity to ask our Training Coordinator, Ryan Tomkins, anything that’s on your mind.
In this free webinar, we’ll explore how your trust department can leverage AccuAccount to reduce administrative costs and provide a better customer experience.
Recent Webinars (Recordings)
Efficient document tracking is increasingly important for commercial lending institutions. Overlooking a single document can create unnecessary issues with customers, auditors, and examiners.
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.
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
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
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
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
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.
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)
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.
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.
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”
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
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
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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