Take the pain out of switching and increase profits
Typically, it takes multiple forms and phone calls to switch financial institutions. Additionally, the manual efforts and timing required to switch can lead to inactive accounts and lost cross-sell opportunities. In today’s digital age, account holders expect to be able to switch accounts with just a few clicks.
To simplify the process of switching to your financial institution, Deluxe offers SwitchAgent. The online, self-service tool integrates seamlessly with your online banking environment, providing your account holders with an automated, digital experience and you with opportunities to onboard and cross-sell much faster. To learn more about SwitchAgent, contact us at (877) 214-2513 or fill out the Contact Us Form below.