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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

Narmi transforms financial institutions and the people they serve with digital-first solutions. More than just the basics. Empower your customers & members with exceptional tools designed to help people control their financial stories. Easy to use tools in an always-up platform for maximum usability. Third-party integrations that offer users context and deepen their relationship to your institution. Grow your business portfolio with a platform that helps business teams spend less time banking, and more time running their businesses. Granular permissions, seamless money movement, and more — Narmi makes business digital banking easy. Open accounts digitally anytime, anywhere in just 2.5 minutes with intelligent automated decisioning and flexible institutional controls.

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

Online Banking solution for companies

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

Narmi
United States
www.narmitech.com

Alternatives

Alternatives

Doocat Banking

Doocat Banking

Energize Global Services
Omnibanca

Omnibanca

Corporacion Consultec

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

Mobile Banking Features

Bill Payment
Biometric
Cash Management
Chat / Messaging
Cross Selling Functionality
Digital Wallet
P2P Payments
Remote Deposit
SMS Banking
Transaction Monitoring
Voice Banking

Online Banking Features

Brokerage
Cash Management
Chat / Messaging
Credit Card Management
Electronic Statements
Fraud Detection
Loan Management
Marketing Automation
Retail Banking
Single Sign On
Transaction Monitoring

Integrations

MeridianLink Opening
SavvyMoney

Integrations

MeridianLink Opening
SavvyMoney
Claim ClickSWITCH and update features and information
Claim ClickSWITCH and update features and information
Claim Narmi and update features and information
Claim Narmi and update features and information