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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

ClickSWITCH addresses the longstanding challenge that has hindered the growth of financial institutions – the process of transferring account holders from one bank to another. The goal of ClickSWITCH is to enhance consumer freedom while fostering competitive and profitable banks. Based in Minneapolis, ClickSWITCH has rapidly expanded its support to hundreds of financial institutions and fintech companies across all 50 states, as well as Puerto Rico and Canada. Additionally, Q2 simplifies the process of connecting with both new and existing customers, including those who have become inactive. By automating the transfer of direct deposits, recurring payments, and online card transactions to your financial institution, our solutions can fully integrate account holders and position you as their primary provider of financial services. While effective marketing and digital account openings may attract account holders, nurturing and maintaining profitable primary relationships necessitates a more comprehensive approach. Ultimately, the synergy between ClickSWITCH and Q2 enables financial institutions to optimize their customer engagement strategies significantly.

Description

Our objective is to guarantee that today's financial institutions continue to be the primary providers of financial services for the generations to come. To achieve this, we have developed an innovative platform that eliminates all restrictions associated with traditional bank-issued payment cards. Chances are, our solutions are already integrated with your current financial services processor and provider, making them accessible for your cards right now. The fintech switch enables seamless connection to your card's real-time authorization flow, allowing us to deliver services, features, data, and communication that significantly elevate the cardholder experience. As a result, cardholders can select the features and services that best suit their needs and effortlessly add desired functionalities to the cards they already own. Additionally, IncumbentFI's SaaS platform is seamlessly incorporated into your institution's existing debit card processor and core banking technology, removing the necessity for expensive and lengthy technological upgrades. This not only streamlines the integration process but also enhances overall operational efficiency.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Apple Pay No 
MeridianLink Opening Yes 

Integrations

Apple Pay Yes 
MeridianLink Opening No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Q2

Country

United States

Website

www.q2.com/consumer/account-switching

Vendor Details

Company Name

IncumbentFI

Country

United States

Website

www.incumbentfi.com/ourplatform

Product Features

Banking

ATM Management No 
Compliance Tracking No 
Corporate Banking Yes 
Credit Card Management No 
Credit Union No 
Investment Banking No 
Multi-Branch No 
Online Banking Yes 
Private Banking Yes 
Retail Banking Yes 
Risk Management No 
Securities Management No 
Transaction Monitoring No 

Product Features

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