Not all document management systems are created equal - especially when it comes to ensuring compliance with your retention policy. In this post, we’ll explore…

Your financial institution places significant responsibility upon your shoulders. After all, as the bank’s Trust Officer, you’re tasked with maintaining a delicate balance between customer…

“Steve, it’s that time of the month again. We need you to go down into storage, find the records set for destruction, and shred them.”…

"Good ol’ Ronnie” is one of your favorite customers to work with. A fifth generation farmer, Ronnie is among the bank’s most loyal customers. In…

“Mr. Jenkins, you seem like the natural fit for an SBA 7(a) loan.” Immediately after hearing these words, a glimmer of hope appeared on Mr…

As the bank or credit union’s trust officer, you’re ultimately responsible for ensuring a friction-free customer experience. Trouble is, managing the many moving parts of…

Maintaining control over your documents may not seem like the plot from a Hollywood thriller. That being said, banks and credit unions often find themselves…

Whether you’re a bank or a credit union, it’s important to have solid tracking procedures in place for commercial loans. Unfortunately, the most well-thought-out tracking…

Mr. Wallace stopped by your Main Street branch this morning – just as he does every Friday morning. However, unlike most of Mr. Wallace’s visits…

Your employees are some of your financial institution’s biggest advocates. They’re not shy to tell family members, friends, and virtually anyone else about your institution’s…