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 conditionally approves national trust bank
The OCC has announced preliminary conditional approval of the application to charter Paxos National Trust, New York. The national trust bank charter was conditionally awarded to Paxos after a thorough review of the company and its current operations.