ClickSWITCHQ2
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CompliXpertSydel Corporation
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Related Products
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About
ClickSWITCH solves the age-old problem that has confounded and prevented new business development for financial institutions – switching account holders from one institution to another. ClickSWITCH’s mission is to empower consumer choice while enabling competitive, profitable financial institutions. Headquartered in Minneapolis, ClickSWITCH has quickly grown to support hundreds of financial institutions and Fintechs in all 50 states as well as Puerto Rico and Canada. Q2 makes it easy to engage with new, existing, and even idle accounts. Our automated solutions for switching direct deposits, recurring payments, and online card payments to your FI can bring your account holders fully onboard—and turn you into their primary financial services provider. Marketing and digital account opening acumen might get account holders in the door, but building profitable primary relationships takes more.
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About
The challenges that financial institutions face in this modern age of terrorism and illegal transactions are furthered by the lack of details and flexibility in the legacy core banking software systems. The time-consuming task of segregating accounts into different risk levels manually makes the process difficult as financial institutions continue to grow and impossible when trying to meet the stringent requirements of the different regulatory bodies. Additionally, most existing systems are reactionary instead of being proactive, which leads to potential problems in addressing hazardous situations. With Sydel Corporation’s CompliXpert, financial institution management has access to an anti-money laundering monitoring and compliance system that allows the compliance officer (and other officers) access to detailed information regarding account risk levels and transaction risk in a proactive, alert-based system.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Financial institutions and banks searching for a solution to manage their internal and customer operations
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Audience
Financial institutions and professionals requiring a solution to improve all their operations
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
$9000.00/one-time/user
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationQ2
United States
www.q2.com/consumer/account-switching
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Company InformationSydel Corporation
Founded: 1998
United States
sydel.com/financial-solutions/complixpert/
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Categories |
Categories |
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Banking Features
ATM Management
Not Supported
Compliance Tracking
Not Supported
Corporate Banking
Supported
Credit Card Management
Not Supported
Credit Union
Not Supported
Investment Banking
Not Supported
Multi-Branch
Not Supported
Online Banking
Supported
Private Banking
Supported
Retail Banking
Supported
Risk Management
Not Supported
Securities Management
Not Supported
Transaction Monitoring
Not Supported
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Banking Features
ATM Management
Not Supported
Compliance Tracking
Supported
Corporate Banking
Supported
Credit Card Management
Not Supported
Credit Union
Supported
Investment Banking
Not Supported
Multi-Branch
Not Supported
Online Banking
Not Supported
Private Banking
Not Supported
Retail Banking
Not Supported
Risk Management
Not Supported
Securities Management
Not Supported
Transaction Monitoring
Supported
Compliance Features
Archiving & Retention
Supported
Artificial Intelligence (AI)
Not Supported
Audit Management
Supported
Compliance Tracking
Not Supported
Controls Testing
Not Supported
Environmental Compliance
Not Supported
FDA Compliance
Not Supported
HIPAA Compliance
Not Supported
Incident Management
Not Supported
ISO Compliance
Not Supported
OSHA Compliance
Not Supported
Risk Management
Supported
Sarbanes-Oxley Compliance
Supported
Surveys & Feedback
Not Supported
Version Control
Not Supported
Workflow / Process Automation
Not Supported
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Integrations
MeridianLink Opening
Not Supported
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