Overview

uSwitch™ empowers customers to make their financial business your business, making you the primary financial institution. uSwitch makes transferring additional relationships to your financial institution simple. It can transfer all external accounts easily—deposit and loan accounts, direct deposits, automatic payments, and credit cards.  Both online and at branch locations, this service adds value by deepening customer relationships.

uSwitch provides your financial institution with:

• An automated process to gain direct deposits, including payroll and social security deposits
• Mortgage, utility and other automatic payments switching
• A process to close external accounts and transfer existing funds
• A way to move credit card and loan balances
• Bill payment service switching
• Built-in business intelligence
• Detailed reports and analytic tools provide insight into all switching activities
• Cross-sell and up-sell abilities

uSwitch enables your financial institution to:

• Switch over outside financial relationships at first encounter—when first opening an account, or from inside online banking on an ongoing basis, or even from your homepage – to become the primary financial institution
• Provide simple switching process for bank staff when opening an account or visiting a branch
• Replace traditional paper-based switch kits with this electronic version that is available whenever the customer is ready to make a switch.
• Add more relationships per customer through well-targeted offers, increasing the wallet share held at your institution.
• Manage switching activities, generate switching reports and analytics, track switching activities and follow ups and see penetration by category for promotions with robust management console
• Manage reminders and revisit with consumers through the life of their relationship with the institution

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