Account information is transferred quickly, paving the way for a smooth and speedy
transition.
It's automated, faster and easier than ever before.

Welcome to

Capture Direct Deposits and Increase Activation Rates

What is ClickSWITCH

MIGRATE RECURRING TRANSACTIONS WITH AUTOMATED SWITCHING

ClickSWITCH is an automated account switching solution that revolutionizes the way financial institutions attract and retain new primary account holders. This unique customer acquisition technology automates, streamlines and simplifies the process of bringing new account holders onboard. ClickSWITCH quickly, safely and efficiently switches account holders recurring payments from their old accounts to new ones.

Log in

Account holders simply

login to the white-label

ClickSWITCH portal.

Choose

Account holders connect to their old account to automatically find and transfer deposits and automatic payments to their new or existing financial institution.

Switch

In as little as ten minutes

the account switch process

is complete. Leave 

the rest to us.

Close

Once the account switch

process is complete,

ClickSWITCH can even

initiate the closure of the legacy account for the new account holder.

Why ClickSWITCH

THE FASTEST, SAFEST WAY TO SWITCH NEW AND EXISTING ACCOUNTS

ClickSWITCH specializes in providing a unique account switch solution to financial institutions.
You spend time and money to acquire new checking account holders, many of whom remain inactive due to the inconvenience of moving deposits and recurring payments from their previous financial institution.

 

Automated account switching eliminates the hassle of transferring these transactions and increases activation rates.

 

Proper onboarding practices can help boost checking-account profitability

an average of $212 per customer annually and expand cross-selling opportunities.

Javelin Strategy & Research,

Convert "Silent Attrition" into Banking Engagement and Profits, February 2015

ClickSWITCH Benefits

AUTOMATED ACCOUNT SWITCH KIT

Acquire new primary account holders with the convenience of ClickSWITCH. It makes transferring additional account holders to your financial institution easy.

Fully Automated

Easy Implementation

Online Solution

Real-Time Switch
Confirmation

Paperless

White Label

5 to 15 Day Switch
Completion

Biller Database

10 Minutes or Less Switch Process

Representative Training

 
 

Sign up for a Demo

SET YOUR FINANCIAL INSTITUTION APART FROM THE COMPETITION.

SEE A FULLY BRANDED DEMO OF YOUR FINANCIAL INSTITUTION'S
CLICKSWITCH PORTAL.

The Fastest, Safest Way

to Switch New and
Existing 
Accounts

FLEX partners with ClickSWITCH to deliver a digital account switch solution

© Copyright 2019 ClickSWITCH, LLC

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Minnesota FinTech Company ClickSWITCH Raises $3.5M in Series A Financing