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uSwitch®

 

Offer concierge service to all customers to make the switch.

uSwitch® empowers customers to make their financial business your business, making you the primary financial institution. You can now offer concierge service to your customers, allowing them to transfer their outside financial relationships to your 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. If you are willing to go to next frontier, there is option to consider automatic bill-payment setup switching.

 

Both online and at branch locations, this service adds value by deepening customer relationships. With uSwitch, you can add more relationships per customer through well-targeted offers, increasing the wallet share held at your institution. The system will help manage reminders and revisit with consumers through life of their relationship with the institution.

 

Make the Switch

For being so easy to use, this service delivers hefty, actionable insights. Give customers the ability to switch, while gaining a platform to cross-promote according to customer profiles. It’s time to replace traditional paper-based switch kits with this electronic version that is available whenever the customer is ready to make a switch.

 

Added Convenience

With uSwitch, customers can 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.

 

When integrated into uOpen & uFund®, uSwitch® helps you create a world-class experience for customers when they are making a transaction and begin being their primary financial institution. When integrated with other uMonitor modules like uView or uAdvise, or offered on your public web site, the service helps customers consolidate their financial life at their preferred institution. When integrated into uTransfer, you can allow customers to link their accounts and encourage them to close external accounts and bring the balances to your institution.

 

Key Features of uSwitch

Become the primary financial institution
Gain direct deposits, including payroll and social security deposits
Switch mortgage, utility and other automatic payments
Close external accounts and transfer existing funds
Easily move credit card and loan balances
Explore switching bill payment service
Offer concierge service by doing the switching for them

 

Key Features of Management Console

Your dashboard to manage switching activities
Provide simple switching process for bank staff
Generate reminders to complete the process
Switching reports and analytics
Reprint forms or email completed forms
Track switching activities and follow-ups
See penetration by category for promotions
Review performance by rep or by branch

 

Actionable Insight

Business intelligence is built into this service. Detailed reports and analytic tools provide insight into all switching activities, allowing cross sell and up sell abilities and better follow-up service

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What relationships can you switch?

Switch direct deposits

Move payroll, pension, and/or social security payments

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Switch automatic payments

Move utility, telephone, mortgage, or any other recurring deductions

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Accounts at other financial institutions

Close external accounts and transfer money

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Loans / Credit Cards

Move loan accounts and debit card debt

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Try This Combination

uSwitch works well with uOpen & uFund®, the account opening and funding solution, to become the primary financial institution by helping customers switch at the right time, when opening a new account at your financial institution.

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For more information or to set up a demo, click here

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