Account <br />
Switching <br />
Programs

Onboard

Account
Switching
Programs

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.

Simplify switching, amplify success

Deluxe_AccountSwitching(1)
There is a major disconnect in the financial institution marketplace. Reports show that consumers are eager to switch to a new financial institution, yet AlixPartners reports that only about 8% – 10% actually do. In fact, a survey from Javelin revealed that 21% of consumers cited the difficulty of switching as the primary reason they decided to stay with their current financial institution. Account switching programs from Deluxe can make switching a cinch.

SwitchAgent makes switching financial institutions quick and easy

Online, Self-service
Online, Self-service

Allows account holders to switch at their convenience with an on-demand, web-based user interface.

Simple Process
Simple Process

Simplifies switching for both account holders and their financial institutions.

Secure 24/7 Access
Secure 24/7 Access

Anytime, anywhere, account holders benefit from a secure account-transfer experience, allowing you to leave a positive first impression.

Poised for Success
Poised for Success

Frees you from time-consuming onboarding tasks so you can develop relationships, provide advice and sell to account holders.

Hear from Account Holders

Discover what stops account holders from switching banks

Contact Us