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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

HRS Pro is an off-the-shelf unclaimed property reporting solution that streamlines compliance across all U.S. jurisdictions—including Puerto Rico and the District of Columbia—by generating NAUPA II-format reports tailored to each state’s statutory requirements. Available as web-based or desktop applications, it lets you import data using supplied templates, access a getting-started guide, FAQs, and how-to videos, and automatically produce cover sheets and due diligence owner letters. The Enterprise edition supports unlimited companies (FEINs), multiple users, and unlimited properties per state report, and enables exports to Excel or CSV with phone and email support, while the Standard edition offers the same comprehensive reporting features for a single company and user (up to 100 properties) without export capabilities or direct support.

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

Compliance and finance teams in need of a tool to manage unclaimed property reporting in NAUPA II format across multiple jurisdictions

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

HRS Pro
United States
hrspro.unclaimedproperty.com

Alternatives

Alternatives

AUPTC

AUPTC

DMA
AOPAY

AOPAY

AOPAY Technology
KAPS

KAPS

Kelmar

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

Google Sheets
MeridianLink Opening
Microsoft Excel

Integrations

Google Sheets
MeridianLink Opening
Microsoft Excel
Claim ClickSWITCH and update features and information
Claim ClickSWITCH and update features and information
Claim HRS Pro and update features and information
Claim HRS Pro and update features and information