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Trust Document Tracking

How can we streamline trust document tracking?

Trust document management can be highly complex. Maintaining power of attorney and conservatorship papers along with investment portfolios, banking records, and bills creates significant amounts of work for the trust department. Implementing an integrated document imaging and tracking solution that's built for trust accounts can simplify document tracking and elevate customer satisfaction.

Learn more about document management.


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 06/21/2020

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