Alogent Top 10: Most Downloaded Banking Resources of 2025 to Power Success in the New Year
As banks and credit unions navigate a rapidly evolving financial landscape, priorities like digital transformation, operational efficiency, and account holder engagement remain front and center. Banks and credit unions are embracing technology to deliver seamless experiences across every channel.
Throughout 2025, key themes emerged: tech stack modernization, self-service banking, fraud prevention, and workflow automation—all essential for staying competitive in today’s market. To help you prepare for the year ahead, we compiled our Top 10 most downloaded resources, packed with banking best practices and tools to use within your institution:
1. Check Fraud Checklist:
Evaluate your check fraud mitigation solution and determine how to best protect your institution. Download here →
2. TicklerTrax Exception Spreadsheet:
Simplify exception tracking and support compliance with this tickler management tool. Download here →
3. Bankers Tracking Calendar:
Stay organized with key banking dates and deadlines for audits, reporting, and compliance. Download the 2026 edition here →
4. Loan Exception Tracking Checklist:
This example checklist helps you track customer document statuses, specifically for commercial real estate. Download here →
5. Audit Checklist:
Streamline audit prep with this easy-to-follow guide. Ensure documentation and data are complete. Download here →
6. Exception Tracking Cost Calculator:
How much is exception tracking costing your team? Find out with this calculator. Download here →
7. Fraud Mitigation Solutions Overview:
Explore advanced fraud prevention techniques and solutions for banks and credit unions. Download here →
8. Bankers Glossary, Industry Terms & Definitions:
A quick reference for essential banking terminology—ideal for onboarding and training. Download here →
9. FASTdocs Case Study, Account Holder Verification at the Teller Line:
Read about a financial institution that transformed in-branch security with FASTdocs. Download here →
10. FASTdocs Workflow Library Guide:
Access ready-to-use workflows designed to enhance compliance and operational agility. Download here →
Preparing your Institution for 2026
These top resources address critical priorities for banks and credit unions, helping institutions maintain compliance and deliver exceptional customer and member experiences. As we move into 2026, Alogent remains committed to supporting your digital transformation journey. Together, we can streamline operations, enhance engagement, and position your institution for success in the year ahead.
Start the New Year Strong
Contact us today to learn how Alogent can help your bank or credit union exceed your goals in 2026.
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