affinityfcu.clickswitch.comWin deposits, engage account holders, and increase profitability. | Q2

Change Region Americas Europe Asia-Pacific Changing the region will change the verbiage and product offerings you see across the site. Our People Developers Partners Investors Log In Customer Portal Developer Portal Q2 Solutions For Consumer Digital Banking Begin with the basics. Sales & Marketing Offer what they want, when they want it. Security & Compliance Keep them safe without adding hurdles. Development & Integration Integrate or develop new solutions quickly. Account Switching Build relationships and grow deposits For Commercial Digital Banking Tailor business experiences. Fintech Ecosystems Grow engagement with new services. Security & Fraud Protect assets, earn and keep trust. Sales Enablement Win more and better deals. Marketing & Growth Grow relationships with data. For Fintech Lending Compete in a disrupted space. Banking as a Service Build differentiated banking products that scale. Account Switching Grow deposits and build relationships. Digital Banking Integration Integrate and scale through embedded fintech programs. Fraud, Risk, Compliance Resources Resource Library Read the nine SEO tips your FI can use today Executive Summary Q2’s Will Rodgers, an expert web design and services, offers tips on how an FI can improve its organic search results. Platform Attracting millennials and businesses in a new era Executive Summary Millennials present valuable opportunities to FIs looking to serve small businesses in need of financial services. Consumer Banking Valuable customer insights eBook Ebook Q2 puts machine learning and behavioral analytics together to provide valuable insights. Platform Blog Leaders in Payments Podcast: Interview with Q2 President Kirk Coleman 7 May, 2024 By Q2 Women’s History Month Perspectives 26 Mar, 2024 By Q2 How Small Financial Institutions Can Leverage AI to Play on the Same Field as the Big Banks 25 Mar, 2024 By Carl Ryden, Q2 Executive Fellow Events Financial Brand Forum 20 May - 22 May, 2024 Event Las Vegas, NV MBA/VBA Joint Conference 2 Jun - 5 Jun, 2024 Event Amelia Island, FL Connect 2024 4 Jun - 6 Jun, 2024 Event Austin, TX Webinars Shifts in the 2024 Commercial Loan and Deposit Markets - and How Your FI Can Respond 21 May, 2024 Event Virtual The Valuable Opportunity with Positive Pay 22 May, 2024 Event Virtual Customer SuccessOur Story Our Leadership Newsroom Global Offices Search Search lending consumer solutions security digital banking sales and marketing equipment leasing Solutions Back For Consumer Back For Consumer Digital Banking Sales & Marketing Security & Compliance Development & Integration Account Switching For Commercial Back For Commercial Digital Banking Fintech Ecosystems Security & Fraud Sales Enablement Marketing & Growth For Fintech Back For Fintech Lending Banking as a Service Account Switching Digital Banking Integration Fraud, Risk, Compliance Resources Back Resource Library Blog Events Webinars Customer SuccessBack Our Story Our Leadership Newsroom Global Offices Our People Developers Partners Investors Change Region Back Americas Europe Asia-Pacific Log In Back Customer Portal Developer Portal Consumer Solutions › account switching Win deposits, engage account holders, and increase profitability. Easy account opening is a must—but onboarding shouldn’t stop at funding. Savvy financial institutions know that, to build a strong banking relationship and become your account holders’ primary institution, you need to become the place where your customers spend and save. To do that, give them a fast, simple, automated way to move their deposits and payments to your FI. Q2 makes it easy to engage with new, existing, and even idle accounts. Our automated solutions for switching direct deposits, recurring payments, and online card payments to your FI can bring your account holders fully onboard—and turn you into their primary financial services provider. Here’s how. schedule a demo 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 ENGAGEMENT MADE EASY Quickly and consistently gain primary account holders. Marketing and digital account opening acumen might get account holders in the door, but building profitable primary relationships takes more. Make it easier to switch direct deposits, recurring payments, and card transactions to your FI and you’ll turn accounts into relationships and consumer cost centers into revenue drivers. INCREASE PROFITABILITY Only half of newly opened accounts make it past 90 days and a lot of the surviving half are inactive, making them a drain on your FI. Proper onboarding, including the capture of direct deposits and recurring payments, can boost profitability and help you engage, cross sell, and create additional revenue streams. BETTER EXPERIENCES FOR EVERYONE Manual processes take time and invite mistakes. Create fast, fully digital experiences for account holders, businesses, and your institution with automated, streamlined processes. You’ll save time and trouble for everyone involved while ensuring secure deposit, payment, and card switches. More profitable primary banking relationships Increased deposits and revenue opportunities Fast, easy, automated experiences ► Consumers expect easy digital experiences throughout their financial journeys. Account switching may not be their biggest concern, but it’s one more opportunity to go above and beyond, create engagement, and prove yourself worthy to be their primary provider. Direct Deposit Switching Automated, digital direct deposit switching takes 90 seconds and ensures your FI is the one your account holders depend on. learn more Payment Switching Payments are one of your stickiest services, because they’ve been traditionally hard to switch to a new FI. Make it easier and make your FI stickier. Learn More Card Switching Consumers have a lot of digital memberships, subscriptions, and vendors. Make it easy for them to make your card their recurring, top-of-wallet choice. Learn More 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 CHOOSE YOUR SWITCH Go turnkey or build your own switching experience. Whether you’re looking for a turnkey solution or have your own development staff and want to build a custom solution, ClickSWITCH has you covered. OFF-THE-SHELF SWITCHING Our turnkey solution will have you up and switching in a few short weeks. This easy-to-brand, ready-to-roll white label solution is waiting—and so are your account holders. Deployment is easy and switching is even easier. Simplify the way your account holders move to and engage with your financial institution. You’ll be able to increase deposits; drive payments and interchange revenue; and grow stronger banking relationships. THE CLICKSWITCH API: BUILD YOUR OWN EXPERIENCE For organizations that want to build their own digital switching experience, we offer the ClickSWITCH API. This API has, at its most basic level, two goals in mind: connecting to a target—such as a financial institution or an employer—and switching the account information to enable the user to either withdraw or deposit money to/from those targets. We can provide access to an extensive database of FIs and employers while you design the front-end experience that meets your unique needs. Learn More BUT THIS IS JUST THE BEGINNING Digital Banking is just one piece of a comprehensive consumer solution set. Effectively serve account holders and transform their lives with our other consumer solution set. Provide them with more than a loan. Keep them on the right path with fast, automated,...