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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-net?

Acumen-net serves as a comprehensive trading platform tailored for dealers, facilitating transaction entries either through voice calls or by automatically importing data from multiple trading systems like Reuters FXT and Bloomberg. This platform equips users with essential tools for calculations, checks on limits, and real-time position monitoring. Pre-trade simulations act as valuable decision-making aids, furnishing insights on the profitability and risk of deals alongside their portfolio implications. Additionally, it offers real-time access to current market prices, rates, and volatilities through various information providers. Dealers can utilize different blotters to keep track of their positions, profit and loss, and other instruments in real-time. Furthermore, dedicated modules empower the Middle Office to oversee various phases of the deal lifecycle while also allowing the use of specialized functionalities. In addition to these features, Acumen-net is also adept at order management. As Login SA's flagship product, Acumen-net is meticulously crafted to cater to the demands of all transactions within the financial markets, ensuring a seamless trading experience. It ultimately enhances the efficiency and effectiveness of trading operations for professionals in the field.

Media

Media

Integrations Supported

MeridianLink Opening

Integrations Supported

MeridianLink Opening

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Q2

Company Location

United States

Company Website

www.q2.com/consumer/account-switching

Company Facts

Organization Name

Login

Date Founded

1988

Company Location

France

Company Website

www.login-sa.com/solution/trading-solution/

Categories and Features

Banking

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

Categories and Features

Trade Promotion Management

Analytics / ROI Tracking
Approval Workflow
Budgeting & Forecasting
Claims Management
Competitor Analysis
Compliance Management
Customer Management
Discount Management
Pricing Optimization
Promotion Calendar
Settlement Management
Trade Agreement Management

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