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.
Connecticut holding company and bank in written agreement
The Federal Reserve Board has announced it has executed a written agreement among Fieldpoint Private Holdings, Inc., Fieldpoint Private Bank and Trust, both of Greenwich, Connecticut, the Federal Reserve Bank of New York, and the State of Connecticut Department of Banking, to address certain deficiencies at the holding company and the bank.
Topics listed in the agreement include Liquidity and Funds Management, Strategic Plan and Budget, Capital Plan, and Capital Conservation.
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