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Collecting customer financials

How do banks collect customer financial statements?

As in years’ past, some banks prefer to collect hardcopy paper versions of customer financials. However, recent advancements in technology (accelerated by COVID-19) has led a growing number of banks to use online portals. This allows customers to securely upload digital versions of their financials for the bank to access.
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First published on 09/11/2022

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