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Document Tracking and Customer Relationships

Question: 
What is an example of customer document tracking?
Answer: 

Depending on the type of customer and account, a bank may need to collect a variety of documents on an ongoing basis. For example, for commercial loans, the bank may continue to collect customer financial statements. Ensuring documents are collected in a timely fashion requires an effective approach to document tracking.

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Read about document tracking.

Vendor: 

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 07/17/2022

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