Automate

Business

Bank Switching.

40% of business accounts never fund. InstaSwitch helps you activate new accounts, driving deposits and primary relationships.

Activate More Accounts. Grow Deposits.

Increase Lifetime Value.

InstaSwitch helps financial institutions turn opened accounts into funded relationships through guided and self-serve switching. Users that switch within 7 days deliver 95% higher lifetime value.

Small Business Banking

Commercial Banking

Self-Serve Switching to Activate Accounts Fast

For small businesses that are looking for speed, InstaSwitch completes switching in minutes, automatically identifying and updating income, payroll and spend.

Automatic Detection

Instantly identifies all providers, eliminating manual tracking.

Recommended Deposit

Prompts users to fund faster with a tailored deposit prompt, boosting balances from day one.

Instant Switching

Complete each provider update in under 30 seconds, accelerating activation.

Self-serve Ready

Users switch on their own, whenever it's convenient.

Every Switch Fuels Growth

Each switched account drives more deposits, higher LTV, and deeper primacy, powering your growth flywheel.

• Automate Switching

• Activate Deposits

• Win Primacy

• Increase Lifetime Value

• Capture More Accounts

More Deposits

Businesses fully switch, increasing balances and operational activity.

Increased LTV

Activated users become long-term, revenue-generating relationships.

Become Primary

Switching makes your platform the default for business activity.

How It Works in

3 Simple Steps

Whether guided or embedded, InstaSwitch integrates directly into your flow. Activating primacy faster and driving measurable results from day one.

Step 1

Go Live

Fast

Launch your branded experience in hours or add modular components in under two weeks.

No engineering delay, no heavy lift. Just a white label experience that fits your existing flow.

Step 2

Guide &

Convert

Use InstaSwitch in onboarding calls or digital touchpoints to guide users through switching. Smart prompts and tailored recommendations help complete switches faster and increase funded accounts.

Step 3

Track & Automate

Activation

See progress in real time, clear blockers instantly, and let automation complete switches for users. Each completion accelerates deposit growth and strengthens account primacy.

Get started with InstaSwitch

Drive deposit activation and account primacy with automated switching.