Alogent recently created a new spreadsheet that helps bankers calculate the cost of their current exception tracking workflows.
Modern Payments Infrastructure: 1 Platform, 1 API, All Channels
Is it time for a solution refresh? Legacy processes can’t always keep up. Ask yourself these questions to assess your payments modernization goals and explore the benefits of a single platform for all Day 1 and Day 2 processing.
CRA - Large Bank Worksheet
Bonnie Mizrahi contributed a document she developed for CRA loan data when she used to individually input loan information. This form, CRA - LOAN INFORMATION SHEET - Addendum to Credit Memorandum can become a part of the loan package paperwork so that CRA credit is not missed.