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.
Death Notification Procedures and Form
BOL User Cindy Williams came up with a very comprehensive set of procedures, and an accompanying form, to ensure all affected units receive notice of the death of a customer and take appropriate steps.You'll want to customize it for your own use, taking into consideration any state law requirements that are applicable to your institution.
One customization we strongly recommend is to include your bank's loan departments in the internal notification group.
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