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.
Money Smart for Older Adults en Español
The FDIC and CFPB have announced the launch of a Spanish-language version of Money Smart for Older Adults. The free financial resource tool is designed to help aid older adults and their caregivers prevent, identify, and respond to elder financial exploitation, which affects millions of senior citizens each year. The module contains a participant/resource guide and PowerPoint slides in Spanish that can be downloaded free of charge from the FDIC's website. Hard copies of the participant/resource guide can be ordered from the CFPB.
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