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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

Discover the driving force behind the rapid expansion of banks and credit unions. Enhance your account holder growth with our comprehensive omnichannel account opening solution that seamlessly connects with your core systems. This innovative approach ensures a pleasurable experience for both consumers and businesses. Our platform simplifies the onboarding process for both new and existing clients, allowing you to meet your customers wherever they are. With our solution, you can open and fund deposit accounts in under three minutes. You can also streamline your operations by automating up to 97% of application decisions, enabling you to increase account openings across multiple channels, whether online, in-branch, or mobile. Our technology allows for real-time integration with your core banking system. MANTL not only integrates effortlessly with all core banking systems but also collaborates with prominent fintech platforms for enhanced functionality. Benefit from seamless integration with leading providers. By leveraging over 30 data sources, MANTL automates more than 90% of KYC decisions, significantly reducing the need for labor-intensive manual reviews. Additionally, our no-code, real-time configurability empowers you to instantly adjust risk thresholds, underwriting criteria, product rates, and more to align with your institution's evolving needs. This flexibility ensures that you can adapt quickly to market demands while maintaining exceptional service levels.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Alloy
BusinessManager
FIS Hedge Fund Portfolio Manager
First Data
Fiserv
Fusion Essence
Google Cloud Platform
MeridianLink Opening
Plaid
SendGrid
Stripe
Twilio

Integrations

Alloy
BusinessManager
FIS Hedge Fund Portfolio Manager
First Data
Fiserv
Fusion Essence
Google Cloud Platform
MeridianLink Opening
Plaid
SendGrid
Stripe
Twilio

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
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

MANTL

Founded

2016

Country

United States

Website

www.mantl.com

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

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

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