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What is ClickSWITCH?

ClickSWITCH tackles the persistent issue that has impeded the expansion of financial institutions: the difficulty of moving account holders from one bank to another. Its mission is to empower consumers and create a landscape where banks can compete effectively and thrive. Headquartered in Minneapolis, ClickSWITCH has swiftly broadened its reach to support numerous financial institutions and fintech companies across all 50 states, along with Puerto Rico and Canada. Furthermore, Q2 streamlines the connection with both new clients and those who may have lapsed in activity. By automating the migration of direct deposits, recurring payments, and online card transactions to your financial institution, our solutions ensure a seamless integration of account holders, solidifying your position as their primary financial services provider. While attractive marketing and digital account openings can draw in account holders, fostering and retaining valuable primary relationships requires a more holistic strategy. Ultimately, the collaboration between ClickSWITCH and Q2 allows financial institutions to greatly enhance their customer engagement tactics, paving the way for sustained growth and customer loyalty in a competitive market. This partnership not only addresses immediate needs but also lays the groundwork for future innovations in customer service and relationship management.

What is Acumen?

Acumen serves as a business solution that emphasizes the operational aspects of your organization, with the goal of maximizing both time and financial resources. Unlike standard accounting software, Acumen is tailored for direct use on-site, integrating smoothly into daily operations rather than merely functioning as a back-office solution. Its all-encompassing integration outperforms typical point-of-sale systems, featuring advanced reporting capabilities and thorough data analysis that grants you comprehensive visibility over your business, promoting growth. This adaptable system is suitable for a wide range of setups, from small single-store operations to large-scale multi-site enterprises. Specifically designed for the retail, wholesale, and trade sectors, Acumen’s POS system boasts powerful reporting features that empower you to take charge of your operations effectively. Across Australia, we have been empowering businesses in these industries with our POS technology, resulting in the optimization of business processes, enhancement of profit margins, reduction of inventory levels, and decrease in operational costs. By implementing Acumen, you can elevate your business into a more streamlined and lucrative operation while also gaining insights that drive continual improvement. This commitment to innovation ensures that your enterprise remains competitive in a rapidly evolving market.

Media

Media

Integrations Supported

MeridianLink Opening

Integrations Supported

Afterpay
GetSwift
HubSpot CRM
Linkly
Magento
Microsoft 365
Quicken
SMS Broadcast
Shopify
Vii Customer Loyalty
Xero
ZebraDesigner Pro
stockinstore

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

On-Site Training

Company Facts

Organization Name

Q2

Company Location

United States

Company Website

www.q2.com/consumer/account-switching

Company Facts

Organization Name

Acumen Computer Systems

Date Founded

1974

Company Location

Australia

Company Website

www.acumensystems.com.au

Categories and Features

Banking

Corporate Banking
Online Banking
Private Banking
Retail Banking

Categories and Features

Accounting

Not specified

Point of Sale

Not specified

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