Financial Institution Switch Kit
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Switch Kit Feature List (version 2.2)
FI Switch Kit uses it own secure
server certificate in case your institution website
doesn’t have one. Customers can feel secure knowing
that all of their information isn’t stored in any
location and is deleted on process completion or
after a period of inactivity.
By signing up with FI Switch Kit, you also receive
several ad banners and logos to help you market the
product. Adding the Flash, GIF, or JPEG banners are
as easy as copying and pasting to your website. FI
Switch Kit compliments any print brochure or
statement stuffer or allows you to replace them
entirely.
Multi-Account Features
When switching to the new institution, customers can now specify either checking, savings, both, even joint owner accounts to transfer their funds to. This includes any Institutions, Direct Deposits, Electronic Payments, and even Payroll funds.
Page Tracking
You can view exactly how many visitors followed through the Switch Kit process or see specifically which page they dropped off. This new reporting tool provides a page-by-page report on what pages your customers filled out.
Pre-Transfer Worksheet
Summed up it is a blank, printable version of the Switch Kit. The pre-transfer worksheet is intended to help your customers gather all of the information needed before filling out the online Switch Kit forms. Also use the pre-transfer worksheet in-branch to hand out to customers.
Customizable Look and Feel
Now with customization options like font families, background colors, widths, and heights, you can setup your switch kit forms to match even more closely with your existing site, giving your switch kit account a unique look and feel from the others.
Customizable Cover Letter and Salutations
Personalize your customers' experience by creating your own custom cover letter. This is the first printout your customers will see welcoming them to your institution. Update or change the cover letter as often as you like including your salutation and signature lines.
Letterhead Support Options
The Switch Kit now handles images up
to the size of 1000 x 200 pixels. Add
custom information to your
letterhead or just use it for that
added professional look.
Custom Bill Pay Support Fields
Does your financial institution use
a third-party bill-pay vendor? To
ensure the greatest amount of
flexibility, Switch Kit now provides
custom support fields for your bill
pay product.
Marketing Toolkit
Choose from our growing library of Switch Kit banner ads and ticks. With over 13 different sizes, formats, and styles these Switch Kit Banners will implement onto your existing site with ease. Sample code is provided, all you have to do is copy and paste.
Notify Contact Email
Instantly receive notification on every completed account switch. Simply add a notify contact to receive an email every time someone successfully completes a switch kit. Use this information for a follow up or even a personal welcome message.
Foot Notes
Need to add extra information to your switch kit? Now every page of the switch kit process can have a custom note added to help inform your customers/members. These notes hand HTML so you can format them any way you like.
