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Drawbacks of Inconsistent Tracking Processes

What are drawbacks to inconsistent document tracking processes?

When one branch uses a spreadsheet and another uses the core's built-in tickler, producing a bank-wide exception report becomes very difficult and time-consuming. Getting all of the data into a consistent format is typically a manual process that is prone to errors and oversights, which can lessen the reliability of the reports.

Read more about document tracking strategies.


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 04/24/2022

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