Jon DuetschFor years, financial services institutions have sent static statements to their customers, primarily monthly and quarterly summaries of checking, savings, credit card, mortgage and investment accounts.

But in today’s digital world, both retail and business banking customers want to interact, explore and engage with their data. Financial services institutions need to provide engaging consumer experiences, especially to attract younger clients who will grow with the bank and become an important part of tomorrow’s revenue stream.

This trend is especially prominent within the realm of personal financial services, where credit unions are vying for customers by offering highly personalized, interactive services for reporting and analysis of financial and investment data.

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