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.
Project REACh first anniversary
Acting Comptroller Hsu yesterday noted the first anniversary of Project REACh by hosting participants to celebrate the project’s accomplishments and to challenge them to set their sights even higher over the next two years. REACh stands for Roundtable for Economic Access and Change, and the project brings together a range of leaders to reduce specific barriers that prevent full, equal, and fair participation in the nation’s economy.