Account information is transferred quickly, paving the way for a smooth and speedy
transition. It's automated, faster and easier than ever before.
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.
Account holders simply
login to the white-label
Account holders connect to their old account to automatically find and transfer deposits and automatic payments to their new or existing financial institution.
In as little as ten minutes
the account switch process
is complete. Leave
the rest to us.
Once the account switch
process is complete,
ClickSWITCH can even
initiate the closure of the legacy account for the new account holder.
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
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.