uSwitch® - Positioned at Your Branches for Easy Access
Your have learned how uSwitch® 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® help me switch their previous relationships? How can uSwitch® help our financial institution be more operationally efficient? How can I become these customers' primary financial institution?
uSwitch® is a great way for your branch representatives to deepen relationships with your customers. uSwitch® 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.
Benefits for your financial institution with uSwitch®:
- 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
Benefits for your financial institution with uSwitch®:
- 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
