Capture direct deposits faster and easier than ever before.

Ensure active and profitable relationships by switching account holders’ direct deposits through an automated, digital solution.

direct-deposit-hero

Setting up direct deposits shouldn’t be a roadblock—it’s an opportunity.

64% of account holders who say it’s too much of a hassle to switch financial institutions blame direct deposit and bill pay transfers, but leading FIs are realizing the value of direct deposits, and automated capture is helping them become their account holders’ primary banking institution.

What’s your ClickSWITCH ROI?

What would an increase in direct deposits mean for your FI? Try out our ClickSWITCH Calculator to learn how much you can earn by simplifying direct deposits and driving engagement.

Add It Up

roi-calc-mockup-1
KEY BENEFITS
direct-deposit-benefits
QUICK AND CONVENIENT SETUP FOR A STRONG FIRST IMPRESSION
The first 90 days sets the tone for an account holder’s financial journey with you. While this window holds great potential for engagement, some of the biggest hurdles exist here. Help account holders access funds faster and get back to their everyday banking by digitally switching their direct deposits in a matter of minutes.
MORE MEANINGFUL, ENGAGED BANKING RELATIONSHIPS
Less than half of new checking accounts opened in the U.S. remain active after the first few months, resulting in disengaged, unprofitable, or closed accounts. Capturing direct deposits is the best way to establish active, profitable account holders early on—and engage existing ones—while turning your FI into their primary institution.
VALUABLE INTERACTIONS THAT DRIVE PROFITABILITY
From larger deposits and more transactions to cross-selling personalized products and increasing retention, seamless direct deposit setup is key to creating more profitable relationships with new and existing customers.
monona

For customers, opening a new bank account is like hiking in the woods. Banks pretty much tell customers to walk through a forest and provide no map or guidance; it can still be a tough walk, but it’s significantly easier when you have the map and guide.

BEN UDELL, , SENIOR VICE PRESIDENT OF CONSUMER BANKING MONONA STATE BANK
Learn Their Story

HOW IT WORKS

Account holders can switch their direct deposit and get back to banking in just 4 secure steps.

Direct Deposit Switching Slide 1

Select employer from expansive database

Account holders can switch their direct deposit and get back to banking in just 4 secure steps.

Direct Deposit Slide 2

Input account information

Account holders can switch their direct deposit and get back to banking in just 4 secure steps.

Direct Deposit Slide 3

Confirm employer and account details

Account holders can switch their direct deposit and get back to banking in just 4 secure steps.

Direct Deposit Slide 4

Submit the switch

You’re one step closer to more deposits and deeper customer relationships.

Start the conversation

Or call 1-833-444-3469