Customer Testimonials

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Customer Testimonial Customer Testimonial
Customer Testimonial Customer Testimonial

Easy for You. First of its Kind. Exclusively from Deluxe.

SwitchAgent is designed to capture account information with minimum effort and duplication while removing the burden of switching from account holders and financial institutions by automatically moving pre-authorized transactions.

During an exit survey, 83% of consumers who have used SwitchAgent rated it an 8, 9 or 10 on a 10-point scale and said that they would be very likely to recommend this service to family, friends and colleagues.

News About SwitchAgent

Boost Your Numbers

Our SwitchAgent service can boost your numbers in multiple ways:

  • Acquisition—Makes moving easier and attracts more new accounts
  • Onboarding—Creates stronger account relationships immediately
  • Anchoring—Generates cross-sell opportunities for deeper accounts
  • Retention—Reduces attrition from 37% to less than 4%

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Contact us today for a demonstration. Use the Request Form on the right.

How It Works

Until now, moving pre-authorized transactions was time-consuming and difficult. With SwitchAgent, the account holder signs the form and authorizes your institution to make changes. Deluxe takes it from there, and:

  • Contacts the new customer to collect account information
  • Schedules and sends notifications to payers and creditors to move pre-authorized transactions to your institution.
  • Provides a schedule and updates to account holders on the switch process.

Find out what else our SwitchAgent service can do. Fill in the form on the right to request a demonstration.

Exclusive Benefits

As one of the largest and most trusted companies in financial services support, Deluxe offers you complete peace of mind. We keep the account transfer process safe and secure while making it easy for you and your customers.

Here's what we mean by easy: Once the new account holder fills in a simple form, Deluxe manages the rest — giving your employees more time to focus on other priorities.

And your customers can use their new accounts sooner, which helps build strong relationships quickly — the foundation of long-term loyalty and profitability.

Because this service makes acquisition and onboarding easier for everyone, it will become a competitive advantage for the institutions that sign on first. Get SwitchAgent service—and get more accounts to move your way.

Discover the benefits today, fill in the Request Form on the right to request a demonstration.