“Using ClickSWITCH as a means to quickly secure a member’s direct deposit relationship, we’ve been able to enhance the experience our members receive and minimize friction in their lives. It’s even been a unique way to help deter potential fraudulent activity from people claiming to work somewhere they really do not. Also, I really appreciate that they also seek to partner with us to continually improve their capabilities and streamline processes for us and our membership.”

“Using ClickSWITCH with our new customers has given our bank a resource to aid in the account switch process. We have saved time internally with less paperwork in setting up direct deposits while making the transition from the customer’s old financial intuition to ours a simpler overall experience. Every one of our 23 branches uses ClickSWITCH on a regular basis because of the value to the customers and employees.”

“Harborstone Credit Union was looking for a FinTech partner who could help Members overcome the hassle, and staff overcome the inefficiencies; associated with switching payments and deposits to their accounts. ClickSWITCH offers a great solution, but more importantly, partners with us to establish strategies, leveraging best practices and overcoming obstacles. They set a high standard of engagement with our delivery teams and share in tactics to achieve success.”

“Honor Credit Union has been working with ClickSWITCH since the fall of 2018. I have been thoroughly impressed with the level of professionalism from our initial meetings with Adam, to our set up with Chelsey and continued support. Honor has been able to turn more new memberships into meaningful full-service households because of the partnership with ClickSWITCH. Our Account Manager, Chelsey always is available when we need her, and the support team is great! I without a doubt can say partnering with ClickSWITCH is an investment not only for the credit union but for our members!”

“As the CMO for Land of Lincoln Credit Union, one of the biggest sources of frustration that I would hear about from Branch Managers was that it is difficult to get people to be willing to switch their checking accounts to us from another financial institution because of the hassle that accompanies such an endeavor. After hearing that repeatedly, I was bound and determined to find a solution to make this easier for our potential members, as well as for our staff. I looked at several possible vendors for some sort of automation dashboard that could assist new members with the switch. It was very clear that ClickSWITCH had the most attractive, streamlined dashboard, but also, it came with a suite of marketing supplies to make my life easier.”

“As soon as we flipped the switch, so to speak, to turn on ClickSWITCH for our members, you could see right away that it would be a great fix for a real problem. We immediately received positive feedback from those using the product on its ease and usability. Staff was able to adapt quickly to using it and it fast became a natural part of our on-boarding process with new members.”

“ClickSWITCH has really made a tremendous impact on the way we service both our newest members and existing members of the Credit Union. Being able to seamlessly transfer our member’s direct deposits or get automatic payments set up with a few clicks saves time and increases our ability to put the member at ease about making the switch to Global!

Also, from the planning stages of implementing ClickSWITCH to present day, the support team at ClickSWITCH has always been ready and eager to help us with questions, concerns, updates, and reporting. The service level from their team to ours is unmatched!”