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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

Finastra is a global fintech and software provider delivering mission-critical solutions for financial institutions across lending, payments, and banking operations. The platform is designed to help banks, lenders, and financial organizations modernize their infrastructure while maintaining high levels of security and reliability. It offers a comprehensive suite of products, including loan servicing, financial messaging, and core banking systems. Finastra’s solutions are built with open APIs, enabling institutions to quickly adapt to changing market demands and integrate new technologies. The company supports over 7,000 financial institutions worldwide, including many of the world’s top banks. Its tools streamline processes such as loan documentation, payment processing, and customer data management. Finastra emphasizes innovation through digital transformation, helping organizations improve efficiency and customer experience.

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

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

Audience

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

Audience

Banks, lenders, and financial institutions seeking scalable, secure, and modern software solutions to streamline operations and accelerate digital transformation

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

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

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 Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

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

Company Information

Finastra
Founded: 2017
United Kingdom
finastra.com

Alternatives

Alternatives

AOPAY

AOPAY

AOPAY Technology

Categories

Banking Supported

Categories

Banking Supported
Financial Services Supported
Loan Management Supported
Loan Origination Supported
Loan Servicing Supported

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

Integrations

Finastra Bacsactive-IP Not Supported
Finastra Essence Not Supported
Finastra Financial Messaging Not Supported
Finastra Global PAYplus Not Supported
Finastra KTP Not Supported
Finastra Loan IQ Not Supported
Finastra Originate Mortgagebot Not Supported
Finastra Payments To Go Not Supported
Finastra Trade Innovation Not Supported
MeridianLink Opening Supported

Integrations

Finastra Bacsactive-IP Supported
Finastra Essence Supported
Finastra Financial Messaging Supported
Finastra Global PAYplus Supported
Finastra KTP Supported
Finastra Loan IQ Supported
Finastra Originate Mortgagebot Supported
Finastra Payments To Go Supported
Finastra Trade Innovation Supported
MeridianLink Opening Not Supported
Claim ClickSWITCH and update features and information
Claim ClickSWITCH and update features and information
Claim Finastra and update features and information
Claim Finastra and update features and information