Audience

Financial institutions and banks searching for a solution to manage their internal and customer operations

About ClickSWITCH

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.

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Integrations

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Ratings/Reviews

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Company Information

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

Videos and Screen Captures

ClickSWITCH Screenshot 1
ClickSWITCH Screenshot 1 ClickSWITCH Screenshot 2
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Product Details

Platforms Supported
Cloud
Training
Documentation
Support
Phone Support
Online

ClickSWITCH Frequently Asked Questions

Q: What kinds of users and organization types does ClickSWITCH work with?
Q: What languages does ClickSWITCH support in their product?
Q: What kind of support options does ClickSWITCH offer?
Q: What other applications or services does ClickSWITCH integrate with?
Q: What type of training does ClickSWITCH provide?

ClickSWITCH Product Features

Banking

Corporate Banking
Online Banking
Private Banking
Retail Banking
ATM Management
Compliance Tracking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Risk Management
Securities Management
Transaction Monitoring

ClickSWITCH Additional Categories