Banking relationships can be incredibly complex. After all, one commercial customer might be connected to dozens of entities, loans, and accounts. To see the bigger…
Wendi A. Klein, Vice President, Marketing & Communications
In the dynamic landscape of Information Lifecycle Management, process automation solutions play a pivotal role. These solutions streamline workflows, from data creation to disposal, ensuring…
Audits and exams are stressful—and time-consuming. Preparing for an audit or exam involves a lot of document-related activities, which is why a system like AccuAccount…
Financial institutions often hesitate to enforce complex password requirements and regular password changes in their security policies due to concerns about inconvenience, which could lead…
Change often comes with a cost. For financial institutions looking to improve their existing loan file management workflows, this cost may involve acquiring software, implementing…
Wendi A. Klein, Vice President, Marketing & Communications
Is in-branch banking regaining popularity? Bank and credit union leaders should not count the branch out just yet. In fact, some of the largest institutions…
Banks and credit unions need accurate, reliable, and easy-to-understand exception reports. However, pulling exception data together can involve considerable administrative work for back-office staff. Financial…
Credit analysts need reliable access to credit documentation in order to do their jobs well, including account holder financial health data. Although it is frequently…
