Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
ClickSWITCH addresses the longstanding challenge that has hindered the growth of financial institutions – the process of transferring account holders from one bank to another. The goal of ClickSWITCH is to enhance consumer freedom while fostering competitive and profitable banks. Based in Minneapolis, ClickSWITCH has rapidly expanded its support to hundreds of financial institutions and fintech companies across all 50 states, as well as Puerto Rico and Canada. Additionally, Q2 simplifies the process of connecting with both new and existing customers, including those who have become inactive. By automating the transfer of direct deposits, recurring payments, and online card transactions to your financial institution, our solutions can fully integrate account holders and position you as their primary provider of financial services. While effective marketing and digital account openings may attract account holders, nurturing and maintaining profitable primary relationships necessitates a more comprehensive approach. Ultimately, the synergy between ClickSWITCH and Q2 enables financial institutions to optimize their customer engagement strategies significantly.
Description
The Acumen Suite streamlines the processes of analyzing project schedules, managing risks, and optimizing timelines, empowering your team to make informed decisions and enhance project outcomes. At the core of this suite is Acumen Fuse, which quickly assesses plans to guarantee dependable project schedules within minutes. By incorporating Acumen Risk and 360, users can overcome the typical hurdles of statistical and logical risk models while effortlessly generating schedule scenarios that facilitate effective acceleration of projects. Furthermore, the addition of Acumen Touchstone automates the processes of schedule submissions, evaluations, and feedback, leading to improved quality and significant time savings. Acumen Fuse not only aids in scrutinizing project schedules but also analyzes cost data, ensuring the creation of the most precise schedules and cost estimates achievable. Acumen Risk, through its comprehensive modeling, analysis, and reporting functionalities, is designed to minimize risks, lessen their impacts, and enhance the decision-making process, thus contributing to overall project success. Together, these tools create a robust framework that significantly increases efficiency and effectiveness in project management.
API Access
Has API
No
API Access
Has API
No
Integrations
B2B Portal
No
Deltek Cobra
No
Hyland IDP
No
Longview Transfer Pricing
No
MeridianLink Opening
Yes
Microsoft Excel
No
Microsoft Project
No
Oracle Primavera
No
Simba
No
Integrations
B2B Portal
Yes
Deltek Cobra
Yes
Hyland IDP
Yes
Longview Transfer Pricing
Yes
MeridianLink Opening
No
Microsoft Excel
Yes
Microsoft Project
Yes
Oracle Primavera
Yes
Simba
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Q2
Country
United States
Website
www.q2.com/consumer/account-switching
Vendor Details
Company Name
Deltek
Country
United States
Website
www.deltek.com/en/products/project-and-portfolio-management/acumen
Product Features
Banking
ATM Management
No
Compliance Tracking
No
Corporate Banking
Yes
Credit Card Management
No
Credit Union
No
Investment Banking
No
Multi-Branch
No
Online Banking
Yes
Private Banking
Yes
Retail Banking
Yes
Risk Management
No
Securities Management
No
Transaction Monitoring
No
Product Features
Project Portfolio Management
Budget Management
No
Collaboration
No
Dashboard
No
Issue Management
No
Milestone Tracking
No
Portfolio Management
No
Project Planning
No
Requirements Management
No
Resource Management
No
Status Tracking
No
Task Management
No
Time & Expense Tracking
No