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Your have learned how uSwitch&trade can help your online customers switch their previous financial relationships, but you may be asking...What about my customers who prefer to come into the branch? How can uSwitch&trade help me switch their previous relationships? How can uSwitch&trade help our financial institution be more operationally efficient? How can I become these customers' primary financial institution?
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uSwitch&trade is a great way for your branch representatives to deepen relationships with your customers. uSwitch&trade allows your bank representatives to easily access switch categories for relationship switching. Integrated into your online banking, pre-filled forms are produced for your bank representatives to print out for customers who are in the branch. Customers just need to sign the forms. They can then either take the forms with them or your financial institution can add additional service and further simplify the process by mailing the forms for them.
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Benefits for your financial institution with uSwitch&trade:
Ability to offer easy solution to customers
Having a streamlined process in branch and online for switching relationships
Reducing paperwork and re-keying of information - better than current process
Easy and fast to deploy
More active accounts per customer
Reduce time requirements for switching relationships
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Benefits for your customers with uSwitch&trade:
Switching can be done from one location - either at home or in a branch
Reduces paperwork
Fast and easy financial relationship switching - close other accounts and switch direct deposits, automatic payments, loans, and credit cards
Simplify their financial relations with the capability to switch all relationships to you
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