ClickSWITCH Description

ClickSWITCH solves an age-old problem that has hindered new business development in financial institutions: switching account holders between different institutions. ClickSWITCH's mission enables consumers to choose while also enabling financial institutions that are competitive and profitable. ClickSWITCH is headquartered in Minneapolis and has rapidly grown to support hundreds more financial institutions and Fintechs across all 50 states, Puerto Rico, and Canada. Q2 makes it easy for you to connect with existing accounts, new accounts, and even idle ones. Our automated solutions to switch direct deposits, recurring payment, and online card payments can bring your account holders fully aboard--and make you their primary financial service provider. While marketing and digital account opening skills might get account holders in, building profitable primary relationships takes more.

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Company Details

Company:
Q2
Headquarters:
United States
Website:
www.q2.com/consumer/account-switching

Media

ClickSWITCH Screenshot 1
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Product Details

Platforms
SaaS
Type of Training
Documentation
Customer Support
Phone Support
Online

ClickSWITCH Features and Options

Banking Software

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

ClickSWITCH Lists