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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Collecting customer financials
Question:
How do banks collect customer financial statements?
Answer:
Vendor:
AccuSystems develops document management and exception tracking software for financial institutions. Trusted by more than 15,000 bankers worldwide, AccuAccount automates exception tracking, streamlines audits, and simplifies loan imaging. Request a demo, register for a webinar, or download a free whitepaper.