Exception Tracking Spreadsheet (TicklerTrax™)
Downloaded by more than 1,000 bankers. Free Excel spreadsheet to help you track missing and expiring documents for credit and loans, deposits, trusts, and more. Visualize your exception data in interactive charts and graphs. Provided by bank technology vendor, AccuSystems. Download TicklerTrax for free.
Information Security Access Assessment
This is a checklist Bonnie Mizrahi and staff have been developing for use in their branches as part of their Customer Information Security program under GLBA. It is an excellent tool for covering the bases.
First published on 01/15/2005