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.
OCC promotes April as National Financial Capability Month
The OCC encourages national banks and federal savings associations to support financial literacy education year-round but especially during National Financial Capability Month, which runs through April 30. Banks can promote financial literacy by supporting programs that expand financial literacy, economic empowerment, and access to capital and credit for all consumers, including those who are underserved or without access to traditional banking services.
Acting Comptroller of the Currency Blake Paulson stated “National Financial Capability Month reminds everyone of the importance of taking charge of your personal finances. Banks play an important role in supporting their communities’ financial capabilities, particularly underserved and low-income communities where expanded access to credit and capital are most needed.”
In addition, the OCC founded Project REACh to promote greater participation in the U.S. financial system by enhancing financial capability and inclusion and by reducing barriers to access among minority and underserved populations.
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