Thursday 1 September 2022

Banking Milestones: Celebrate Yesterday’s Innovations, and Embrace Tomorrow’s Opportunity

Originally published on ICBA.org, our VP of Marketing, Wendi Klein, looks back at technology milestones and the road they've paved for tomorrow's innovations.

Technology continues…

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Tuesday 30 August 2022

[Playbook] Drag and Drop Documents from Your Backlog

Here’s the Situation: Your bank has made the decision to switch to a different document management system (we’ll assume it’s AccuAccount!). Many of…

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Wednesday 24 August 2022

Is Banking at the Branch ‘Still a Thing?’

Closely linked to institutional loyalty, the digital banking channel is a primary driver for attracting and retaining account holders. But did you know – despite…

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Tuesday 9 August 2022

Agility. Speed. Convenience. Keeping Pace with Innovation in Banking

As trends and account-holder preferences continuously change, sustainable success is strongly linked to your responsiveness and ability to leverage innovative technology both internally and with…

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Monday 8 August 2022

[Playbook] Backlog Scanning in Batches

Here’s the Situation: You’re working on digitizing your paper backlog, but taking a customer-by-customer approach to scanning doesn’t make sense in every situation. Perhaps…

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Thursday 21 July 2022

The Future of Banking is Connected

Leverage the banking ecosystem for increased digital banking engagement. If you’re unsure about enabling access to third-party tools, it’s important to remember that these capabilities…

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Monday 11 July 2022

Still Maintaining Siloed Deposit Channels? Consider an Open Banking, Cloud-Based Platform and Benefit from Operational Efficiencies and a Tighter, More Connected Banking Experience

When it comes to deposits automation and payment solutions, financial institutions are at are varying stages of their modernization journey. In today’s banking environment, we’ve…

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Friday 8 July 2022

[Playbook] Backlog Scanning of Individual Documents with a Desktop Scanner

Here’s the Situation: You’ve been tasked with digitizing a huge backlog of paper documents as part of your bank’s transition to a document management…

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Monday 27 June 2022

"No, I Don’t Have That File"

Lisa sure is in a difficult situation. What will she tell the customer? Even more concerning, what actually happened to the file? Is it lost…

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Tuesday 21 June 2022

[Playbook] Backlog Scanning with a Multifunction Device & Barcodes

Here’s the Situation: Your bank just made the decision to implement a new document management system. Now, it’s your job to systematically work through…

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