Financial Institution Switch Kit

More service
Online and in-branch
to increase your deposit base...

Switching your customers/members to your financial institution has never been easier. In three simple steps, FI Switch Kit generates all of the necessary documents for your new and existing customers/members to cut all ties with their previous financial institution(s). Checking and savings deposits can be transferred via check or wire. Direct Deposits or Automatic Payments (ACH) can be moved at the same time. The fully editable, review-as-you-go process eliminates confusion and anxiety. A comprehensive summary checklist is generated at the end, giving your customers/members peace of mind that they didn't forget any details when their confirmation letters arrive in the future.

FI Switch Kit seamlessly integrates with your existing website while providing you control for easy customization. FI Switch Kit's turnkey solution compliments any financial product and will help you secure more business while providing superior service for your customers/members. Employee training is simple and administration of the kit is made easy with a full-featured administration area. FI Switch Kit is inexpensive, secure, and easy to implement. Test-drive the product and see how it can help your financial institution.

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New Version 4.0

In-house hosting option
now available

Switch Kit is now packaged in a standalone version for hosting in-house to help ensure your IT department has peace of mind.

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Features Features

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Demonstration Demo

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