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 - Donations Decision Tree
Sarah Scott, CRCM and VP Compliance and CRA at County Bank in Merced, CA has provided this decision tree-type worksheet to assist bankers in determining if a donation has CRA value. This flow chart was designed to make it easier to determine what donations and volunteer service activities could be considered CRA-worthy for a CRA self-assessment, or for tallying the donations and volunteer service hours in anticipation of a CRA Examination.This allows you to take a proposed donation or volunteer activity, and answer the series of "Yes" or "No" questions to determine if it would qualify for CRA credit under Reg BB.
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