SwitchAgent from Deluxe®

SwitchAgent makes switching banks easier

1

We eliminate the barriers that keep new account holders from engaging with you.

Your employees and customers no longer carry the burden of switching pre-authorized transactions to a new institution.

2

We help increase your new account holders' activation rate by up to 50%.

SwitchAgent is directly impacting the 25-35% of accounts that typically go inactive within the first 90 days after account opening. We have seen transaction activity increase by up to 94%!

+ Learn how SwitchAgent can boost your numbers

3

It's easy and convenient to use.

The account holder signs a form and we manage the process from there.

+ Learn how your institution can benefit from SwitchAgent

2:43

Ready to learn more about SwitchAgent?

Customer Testimonials

6:49

Retail Sales and Service Manager, First Bank & Trust
Institution Type:	Community Bank
Asset Size:	$800 Million
Branches:	15

"For us to have this competitive edge, it really sets us apart from our competitors. I honestly can't say enough positive things about how the whole process has been."

5:54

Corporate Brand Manager, First Bank & Trust
Institution Type:	Community Bank
Asset Size:	$800 Million
Branches:	15

"Offering the SwitchAgent process, we have tied it to our brand as a way to deliver a concierge-level service experience. We don't just talk about service...this gives us a quantifiable thing that we can say, "we give better service... we move this for you."

Consumer Interviews

0:32

On the street interviews with consumers who share their painful experiences of switching banks.

"Difficult, painful, hassle...it was not pleasant, let's put it that way. It just was a lot of work. It was everything. It was just a total mess."

A consumer's reaction to the idea of SwitchAgent:

You can call them and their service, and they would do all that for you? Oh, that's beautiful. That would've been awesome, because that would have alleviated pressure on myself, my daughter, and my wife."

A consumer gets ready to use SwitchAgent:

SwitchAgent representative: Do you have your information ready to begin the process?"

Consumer: "I think so...it's a scary process, I've been putting it off for years."

SwitchAgent representative: "Oh I know it can be, but we'll make it easy for you."

A consumer has a positive experience after using SwitchAgent:

This is a quick service, I just turned in my paper this morning!"

Featured:

SwitchAgent launches at Finovate

6:19

Watch the presentation given at one of the largest innovation conferences for the financial services industry.

New Bill Pay Transferring Tool a "Standout" at Finovate

What's in it for banks? Deluxe's research shows that 25% to 35% of new accounts go dormant within the first three months. A key part of retention is providing a solid bill pay service."

Philip Ryan, Bank Innovation

SwitchAgent by Deluxe: Customers Will Love It, But Will Banks?

Bank Innovation (PDF)

Finovate Fall 2012: Now maybe you'll switch banks

Consumer Reports

Reporter's Notebook: Day 1 Finovate Fall Favorites

American Banker (PDF)

SwitchAgent: Bank-Switching Made Easy

My Bank Tracker

Deluxe Corp. Debuts Switch Agent

Credit Union Times (PDF)