+
+

Related Products

  • SBS Banking Platform
    29 Ratings
  • Banker's Dashboard
    6 Ratings
    Visit Website
  • SurePayroll
    845 Ratings
    Visit Website
  • QUODD
    1 Rating
    Visit Website
  • Wallester
    277 Ratings
    Visit Website
  • InterProse ACE
    147 Ratings
    Visit Website
  • Framnex
    1 Rating
    Visit Website
  • Vehicle Acquisition Network (VAN)
    54 Ratings
    Visit Website
  • Xero
    6,132 Ratings
    Visit Website
  • North One
    5,042 Ratings
    Visit Website

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 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

Online Banking solution for companies

Support

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

Support

Phone Support 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

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 Supported
Live Online Not Supported
In Person Not Supported

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
AOPAY

AOPAY

AOPAY Technology
Omnibanca

Omnibanca

Corporacion Consultec

Categories

Banking Supported

Categories

Banking Supported
Mobile Banking Supported
Online Banking 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

Mobile Banking Features

Bill Payment Not Supported
Biometric Supported
Cash Management Not Supported
Chat / Messaging Not Supported
Cross Selling Functionality Not Supported
Digital Wallet Not Supported
P2P Payments Not Supported
Remote Deposit Supported
SMS Banking Not Supported
Transaction Monitoring Supported
Voice Banking Not Supported

Online Banking Features

Brokerage Not Supported
Cash Management Not Supported
Chat / Messaging Supported
Credit Card Management Not Supported
Electronic Statements Not Supported
Fraud Detection Not Supported
Loan Management Not Supported
Marketing Automation Not Supported
Retail Banking Supported
Single Sign On Not Supported
Transaction Monitoring Not Supported

Integrations

MeridianLink Opening Supported
SavvyMoney Not Supported

Integrations

MeridianLink Opening Not Supported
SavvyMoney Supported
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