Skip to content

Drawbacks of Inconsistent Tracking Processes

Question: 
What are drawbacks to inconsistent document tracking processes?
Answer: 

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.

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 04/24/2022

Filed under: 
Filed under technology as: 

Banker Store View All

From training, policies, forms, and publications, to office products and occasional gifts, it’s available here:

Banker Store

hot right now

image description

Looking for effective, convenient training on a particular subject?

BOL Learning Connect offers more than 200 courses ON-DEMAND or on CD ROM from AML to Reg Z and every topic in between.

Search Topics