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.
NCUA releases new digital services guidebook
The NCUA has notified credit unions they can get information and advice on negotiating contracts for digital services in its new guidebook, Basics of Data Processing Contracts. The guidebook, which provides detailed, comprehensive instructions on negotiating contracts with third-party vendors for digital services is available from NCUA’s Small Credit Union Learning Center.
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