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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.

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FDITech guide to help fintechs connect with banks

The Federal Deposit Insurance Corporation's technology lab (FDiTech) has released Conducting Business with Banks: A Guide for Third Parties, a new guide to help financial technology companies and others partner with banks. The guide is designed to help third parties understand the environment in which banks operate and navigate the requirements unique to banking.

Conducting Business with Banks is an initial effort to address concerns that FDIC Chairman McWilliams has heard from banks and technology companies across the country related to challenges associated with on-boarding at institutions.

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