To build deeper relationships with their customers, banks need to move away from just being an account to store money in and more towards helping their customers take control of their finances. Adding personal financial management (PFM) tools are a great way to start. Right now, many customers are turning to third-party sites to help them with their finances but a recent Javelin reports shows that customers are 3x as likely to trust a bank with this. Below are some reasons why you should consider providing PFM capabilities (such as StatementRewards’ Purchase Insights) to your customers.
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