ClickSWITCH enables your financial institution to…
Make switching to your financial instiution easy
Capture more direct deposits
Rapidly and consistently gain primary account holders
Increase profitability
How it works
Step 1
Simply log in to the ClickSWITCH portal on any desktop or mobile device, or easily access ClickSWITCH with an account opening or online banking integration.
How it works
Step 2
Select the direct deposits and automatic payments you’d like to switch to a new or existing financial institution.
How it works
Step 3
In just a few minutes the account switch process is complete. ClickSWITCH can even initiate the closure of your old account.
How it works
Step 1
Simply log in to the ClickSWITCH portal on any desktop or mobile device, or easily access ClickSWITCH with an account opening or online banking integration.
How it works
Step 2
Select the direct deposits and automatic payments you’d like to switch to a new or existing financial institution.
How it works
Step 3
In just a few minutes the account switch process is complete. ClickSWITCH can even initiate the closure of your old account.
ClickSWITCH Instant streamlines the switching experience further by leveraging Robotic Process Automation (RPA) so account holders can switch deposits in just two secure clicks.