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.
Community Banker's Guide to Hispanic Marketing
Jesse Torres, CIA, CISA, CISSP, of The California National Bank in Los Angeles has written a white paper on Hispanic marketing. The paper offers an excellent overview of the diverse, but often overlooked, Hispanic market.In it he opines on possible solutions to the challenges of marketing to Hispanics and offers up some suggestions for products and services that would be most useful to Hispanics.
First published on 02/01/2006