Company Information

Get to know ClickSWITCH

Founded in 2014, ClickSWITCH provides a B2B Software-as-a-Service (SaaS) solution to financial institutions and fintech companies. Its automated platform is designed to streamline and enhance the new account holder onboarding process by making it quick and easy for consumers to switch their primary accounts from one financial institution to another. The technology automates the complex process of moving direct deposits and recurring payments, which helps to increase account activation, engagement, and profitability for their clients. In November 2021, ClickSWITCH was acquired by Q2 Holdings, Inc., a provider of digital transformation solutions for banking and lending.

Industry

Technology Software DevelopmentPRIMARY
Financial Banking
Financial Other Service

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ClickSWITCH

United States

Founded in

2014 (12 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.