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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

Today’s bank customers demand more personalized, convenient services. That’s why financial institutions partner with First Data to make every customer interaction more valuable. First Data’s easy-to-use banking solutions help you satisfy your customers’ desires for greater convenience with technology that makes every transaction simpler and more secure. Deepen relationships and seize new opportunities for growth with our complete set of solutions for your merchant customers and consumers. Our products empower financial institutions to deliver easier, faster, safer and smarter electronic commerce. Your path to personalized banking begins here. First Data provides a single, consolidated processing platform for all of your payment cards, loans, prepaid, and commercial card products. OmniPay is First Data’s multi-currency, multi-country acquiring technology of choice for cost effective, efficient payment processing.

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 searching for a banking solution to make transactions more secure, and satisfy their clients

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

No information available.
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

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
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

First Data
Founded: 1971
United States
www.firstdata.com/en_br/products/financial-institutions-br.html

Alternatives

Alternatives

Revogear

Revogear

Linescode
Canopus EpaySuite

Canopus EpaySuite

Canopus Innovative Technologies

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

Integrations

ACCEO Retail-1
APEXX
Advantage
Bailbooks
BluLogix
Chargeback Defense
Lariat Collections Platform
Lightning Online POS
MENU
MeridianLink Opening
Midigator
OnPrintShop
Photon Commerce
PredictSpring
ProcessOut
SOLVR
Sandbox Banking
SellersCommerce
SmartPOS by Petrosoft
onePOS

Integrations

ACCEO Retail-1
APEXX
Advantage
Bailbooks
BluLogix
Chargeback Defense
Lariat Collections Platform
Lightning Online POS
MENU
MeridianLink Opening
Midigator
OnPrintShop
Photon Commerce
PredictSpring
ProcessOut
SOLVR
Sandbox Banking
SellersCommerce
SmartPOS by Petrosoft
onePOS
Claim ClickSWITCH and update features and information
Claim ClickSWITCH and update features and information
Claim First Data and update features and information
Claim First Data and update features and information