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.
Report on financial services diversity and inclusion
The CFPB’s Office of Minority Women and Inclusion (OMWI) has released the CFPB Report on Diversity and Inclusion within Financial Services.
As part of the mandate of Section 342 of the Dodd-Frank Act, OMWI is charged with developing standards for assessing diversity and inclusion at the financial entities the Bureau regulates. To further that effort, CFPB engaged in analysis of public data to gain a better understanding of diversity and inclusion within the financial services sector and compiled a report to share its findings. The report can help the industry understand more about diversity and inclusion initiatives that their peers are undertaking and the various options available to entities of different sizes.