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Reporting on Related Entities

Question: 
How do other banks build related entity reports?
Answer: 

Spreadsheets are often used when manually creating related entity reports. A more efficient approach involves the use of a relationship management system that integrates to the core. Such a system should allow your bank to drag and drop related entity fields into a report and then share or export the report as needed.

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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 06/03/2018

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