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PAYMENT SWITCHING

Make automatic payment switching simple and profitable.

Expand existing relationships and offer convenience to account holders with seamless payment switching.

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Transferring automatic payments doesn’t have to be a headache.

While attracting new account holders is important, creating sticky relationships with them at the get-go should be a priority—and making it simple to switch recurring payments is key to ensuring active, profitable accounts long after onboarding.

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

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KEY BENEFITS
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RE-ENGAGE INACTIVE ACCOUNTS
Not only does our payment switching solution apply to new customers, but existing ones too. If account holders haven’t transferred essential functions within the first 90 days, it’s likely they’ll go cold. Targeting existing customers with functionality that makes the switch easier will increase engagement and profit from accounts that may otherwise be dormant.
CREATE PRIMARY RELATIONSHIPS THROUGH CONVENIENCE
When you make core onboarding activities fast and easy, such as switching automatic payments in near real time, you’re empowering long-lasting, primary relationships. And according to The Financial Brand, engaged account holders generate an additional $402 in revenue per year.
GET A HOLISTIC VIEW OF YOUR ACCOUNT HOLDERS
Unlock additional cross-selling opportunities by creating better visibility into your account holders’ payments and activity.
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To see a significant change in deposits and loans typically takes a couple of years. With ClickSWITCH, the change was overnight. We went from a manual lengthy process to a fast, automated process. It took us 30 days to get started, 60 days to see progress, and 90 days to create a deposit machine.

JOHN WILKENING, , CHIEF RETAIL OFFICER NOTRE DAME FEDERAL CREDIT UNION
Learn Their Story

HOW IT WORKS

Account holders can switch their automatic payments in just 3 secure steps.

Payment Switching Slide 1

Select the new accounts they want to pull from for payment

Account holders can switch their automatic payments in just 3 secure steps.

Payment Switching Slide 2

Review recurring transactions from expansive database of companies and select what they’d like to switch

Account holders can switch their automatic payments in just 3 secure steps.

Payment Switching Slide 3

Submit the switch

Simplify the switch today.

Start the conversation

Or call 1-833-444-3469