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New Account Boarding

How does a core-integrated document management system simplify new account boarding?

A core-integrated document management system can automatically create prebuilt document placeholders when new accounts are booked to the core, thereby eliminating the need for exception checklists and manual data entry. After creating the document placeholders, some systems can also track missing documents and generate exception reports to keep stakeholders informed.

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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 04/12/2020

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