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.
Employee Guide to Information Security
Jesse Torres, CIA, CISA, CISSP, of The California National Bank in Los Angeles has written an excellent guide to help address security issues in your institution, from safeguarding the information assets of the bank down to the confidential information of customers. Jesse reviews the Gramm-Leach Bliley Act and its practical implications as well as identity theft, use of passwords and email, and other issues that will immediately impact everyone's business operations.
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