InstaSwitch

InstaSwitch

Account activation infrastructure for business banking that automates switching of payroll, income, spend, vendors, and clients from legacy accounts to new ones, helping banks and fintechs convert opened accounts into primary relationships.

2024
Founded
3
Products

About InstaSwitch

Account activation infrastructure for business banking that automates switching of payroll, income, spend, vendors, and clients from legacy accounts to new ones, helping banks and fintechs convert opened accounts into primary relationships.

Products & Solutions

Hosted Switch
Branded link that walks new account holders through migrating direct deposits, vendors, and recurring payments
Embedded SDK
White-labeled switching flow embedded directly into a bank or fintech onboarding experience
Switch API
Execution layer for programmatically initiating and tracking account-switching workflows

Solution Categories

Digital BankingAccount OpeningEngagement Banking

Target Markets

Retail BanksCorporate BanksCommunity Banksneo-banks

Deployment Options

CloudSaaS

Customers

Curinos
Banking data and analytics firm citing InstaSwitch performance benchmarks (13.1x higher account balances vs. bank average)
Lettuce Financial
Fintech for self-employed founders using InstaSwitch to activate newly opened business accounts

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