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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

The nCino Cloud Banking Platform is a comprehensive, cloud-based solution that addresses challenges and promotes opportunities facing financial institutions (FIs) today. It's an end-to-end platform that connects commercial banking, mortgage, consumer banking, small business banking and treasury management. nCino has supported hundreds of FIs on their modernization journeys by delivering a single platform for onboarding, origination, and account opening across multiple lines of business. Implementing the nCino Cloud Banking Platform modernizes the customer and internal stakeholder experience with automation and intelligence across commercial, small business and consumer banking, and home lending. nCino helps institutions provide a personalized digital experience over the course of end-to-end financial journeys for personal and business clients.

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

Financial institutions

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

Packages are customizable and priced accordingly.
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 Supported
In Person Supported

Company Information

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

Company Information

nCino
Founded: 2012
United States
ncino.com

Alternatives

Alternatives

Axe Credit Portal

Axe Credit Portal

Axe Finance
AOPAY

AOPAY

AOPAY Technology

Categories

Banking Supported

Categories

Banking Supported
Loan Origination 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

Banking Features

ATM Management Not Supported
Compliance Tracking Supported
Corporate Banking Supported
Credit Card Management Not Supported
Credit Union Supported
Investment Banking Not Supported
Multi-Branch Supported
Online Banking Supported
Private Banking Not Supported
Retail Banking Supported
Risk Management Supported
Securities Management Not Supported
Transaction Monitoring Not Supported

Loan Origination Features

Amortization Schedule Not Supported
Audit Trail Not Supported
Closing Documents Supported
Compliance Management Supported
Customer Database Not Supported
Digital Signature Supported
Document Management Supported
Fee Management Not Supported
Loan Processing Not Supported
Online Application Supported

Integrations

ACCELQ Not Supported
AutoRABIT Not Supported
Bridger Insight XG Not Supported
Continuous Not Supported
Equifax Ignite for Financial Services Not Supported
Factual Data Not Supported
Glia Not Supported
MeridianLink Opening Supported
Onfido Not Supported
Own Data Not Supported
OwnBackup Not Supported
Plaid Not Supported
RDC Platform Not Supported
Sandbox Banking Not Supported

Integrations

ACCELQ Supported
AutoRABIT Supported
Bridger Insight XG Supported
Continuous Supported
Equifax Ignite for Financial Services Supported
Factual Data Supported
Glia Supported
MeridianLink Opening Not Supported
Onfido Supported
Own Data Supported
OwnBackup Supported
Plaid Supported
RDC Platform Supported
Sandbox Banking Supported
Claim ClickSWITCH and update features and information
Claim ClickSWITCH and update features and information
Claim nCino Cloud Banking Platform and update features and information
Claim nCino Cloud Banking Platform and update features and information