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Bank Indexing

What is document indexing in banking?

Document indexing is a process that banks use to save and organize important records, such as loan applications and customer financial statements. In short, effective indexing involves putting the right document in the right place. Indexing is an essential part of every document management workflow, even for banks that use paper documents.

Learn more about document indexing.


AccuSystems develops document management and exception tracking software for financial institutions. Trusted by more than 15,000 bankers worldwide, AccuAccount automates exception tracking, streamlines audits, and simplifies loan imaging. Request a demo, register for a webinar, or download a free whitepaper.

First published on 06/14/2020

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