Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Lively streamlines the management of Health Savings Accounts (HSAs), ultimately saving both time and money for users. Recognized as a leading HSA provider by Morningstar, Lively enables you to deliver a top-tier HSA experience effortlessly. Our platform is tailored to meet your needs, offering seamless setup for employer-funded accounts, cutting-edge features, and exceptional customer support for both you and your staff. Unlike many competitors, Lively does not impose any mandatory monthly maintenance fees on account holders and boasts a net promoter score that significantly exceeds the industry average. Additionally, we grant access to customized investment opportunities and allow account holders the flexibility to begin investing without the requirement of a minimum balance, ensuring an accessible and user-friendly experience for all. With Lively, you can focus more on your core business while we take care of your HSA needs.
API Access
Has API
API Access
Has API
Integrations
MeridianLink Opening
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$2.95 per user per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Q2
Country
United States
Website
www.q2.com/consumer/account-switching
Vendor Details
Company Name
Lively
Founded
2016
Country
United States
Website
livelyme.com/employers/
Product Features
Banking
ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring
Product Features
Benefits Administration
COBRA Administration
Claims Management
Deduction Management
Disability Insurance Administration
Employee Benefits Administration
FMLA Administration
FSA Administration
Flexible Spending Accounts
For Brokers
For Employers
HIPAA Compliant
Health Insurance Administration
Life Insurance Administration
Online Benefits Enrollment
Premium Billing
Provider Management
Retiree Administration
Retirement Plan Management