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Full of awesome.

Webinars to help keep you on point and ahead of the trends in our rapidly evolving digital and social world. And they're fun, too.

Short, sweet and full of awesome.

Our webinars are designed to provide financial services pros like you with actionable insights into the most relevant digital banking, online account opening, social media and technology trends happening today. Plug in your headphones and attend alone from your desk or invite your whole team to join in from the boardroom. Served up by key members of our team or invited guests, these interactive sessions take less than an hour and are fun, insightful and chock-full of awesome. 

Tuesday, May 31, 2016 - 11:00 AM MST

The ClickSWITCH Difference

What would make a new customer 41% more likely to make your credit union or bank their primary FI when they’re opening a new account with you? Hassle-free, same-day electronic switch of recurring ACH payments and direct deposits from former FIs to yours.

We’re happy to say that our in-branch and online onboarding platform now makes this easy to do. We’ve integrated a unique ‘switch’ technology into our account opening process that makes it simple for people to move their direct deposits and automatic payments from another FI to yours. It’s automated, paperless, boosts cross-sell and exponentially increases the potential for lifetime customer value.

Join our webinar on May 31st to see how it works in our platform and listen in on our chat with Adam Pearl from ClickSWITCH, whose revolutionary API technology makes it easy for people to do all of their switches in one place.

Some of the things we’ll touch on with Adam will include how ClickSWITCH helps:

reduce inactive accounts and obtain additional primary account holders
improve switch process efficiency
increase customer growth, retention and increase cross selling opportunities
increase revenue stream from deposits and primary account holders
deepen relationship with account holders with fast and easy on-boarding


Title: The ClickSWITCH Difference
Date: Tuesday, May 31st
Time: 11 am MST

After registering you’ll receive a confirmation email containing information about joining the webinar.

System Requirements

PC-based attendees
Required: Windows® 7, Vista, XP or 2003 Server

Macintosh®-based attendees
Required: Mac OS® X 10.5 or newer

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