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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 is a leading provider of bank document management and imaging software. Trusted by more than 14,000 community bankers worldwide, the company offers a portfolio of software applications that automate exception tracking, reduce reliance on paper documents, and streamline audits. Chat with us, register for a free webinar, or schedule a risk-free demo. Call today: 800-950-2550.

First published on 06/03/2018

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