CompliXpert

CompliXpert

Sydel Corporation
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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.

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Financial institutions and banks searching for a solution to manage their internal and customer operations

Audience

Financial institutions and professionals requiring a solution to improve all their operations

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$9000.00/one-time/user
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Q2
United States
www.q2.com/consumer/account-switching

Company Information

Sydel Corporation
Founded: 1998
United States
sydel.com/financial-solutions/complixpert/

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Categories

Categories

Banking Features

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

Banking Features

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

Compliance Features

Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
Incident Management
ISO Compliance
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation

Integrations

MeridianLink Opening

Integrations

MeridianLink Opening
Claim ClickSWITCH and update features and information
Claim ClickSWITCH and update features and information
Claim CompliXpert and update features and information
Claim CompliXpert and update features and information