About Us

HOW WE GOT HERE

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Headquartered in Minneapolis, Minnesota, ClickSWITCH’s sole mission is to help financial institutions be more competitive by solving the complex problem of switching account holders’ direct deposits and electronic payments to new and existing accounts. Founded in 2014, ClickSWITCH has quickly grown with financial institutions in all 50 states as well as Puerto Rico and Canada and is projected to eclipse 400 financial institutions in 2019.

In today’s fiercely competitive digital world, the success of a financial institution is dictated by its security, effortless customer access, transparency and award winning customer service. ClickSWITCH’s entrepreneurial team is working continuously to develop solutions to support all of these efforts.

ClickSWITCH solves the age-old problem that has confounded and prevented new business development for financial institutions – switching customers from one institution to another.


Security & Controls

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ClickSWITCH has successfully completed an SSAE 16 SOC 1® Type II engagement, the internationally recognized third party assurance attestation designed for service organizations. This attestation is the most widely accepted compliance initiative, providing service organizations an independent evaluation to compare their internal controls and processes against information technology and risk management frameworks, such as COBIT and COSO.

In addition, ClickSWITCH adheres to the highest level of security standards for safeguarding confidential customer information, following the guidelines established by the National Institute of Standards and Technology, the Office of the Comptroller of the Currency, and other relevant agencies.


Referral Partners

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