## Win the primary relationship,

# not just the account

InstaSwitch is the account activation layer that closes the gap between accounts opened and accounts where operational activity has fully moved.

# 95%
higher lifetime value when income and payroll move in 7 days

# $3.5M
and 7 tools transferred in a single 15-minute session by one end user

# 300+
switching guides covering the tools your business clients actually run

## Three outcomes.

## One activation layer.

###### Activation rates with measurable movement

Funded is a milestone, not a predictor. InstaSwitch produces real activation: income, payroll, spend, vendors, and clients moved and confirmed.

###### Deposit depth that compounds

A fully funded account drives activation, revenue, and multi-product adoption. A funded but dormant one drives none of it.

###### Re-engage and activate dormant accounts

InstaSwitch works on the clients who never activated, not just new ones. Same flow for existing accounts, surfaces the tools that need to move.

## What buyers and

## users say.

- ###### The biggest speed bump is not getting accounts open... it's trying to move recurring payments, vendor data, and payroll, which creates true client stickiness.
  SVP, Treasury Management  
  Large Regional Bank

- ###### We're always trying to make banking easy here. It's kind of an internal term we use and InstaSwitch is a differentiator for us in the market.
  Managing Director, Venture Banking  
  Large Regional Bank

- ###### I don't know a single business oriented bank who won't buy this thing.
  Chairman & CEO  
  Onboarding Engagement Platform

## COMPLIANCE

## $40B financial institution

**C** leared InfoSec, Risk, and Legal

## ACTIVATION

## $3.5M and 7 tools
moved in a single 15-minute session

## Bank-grade compliance. Already cleared.

### SOC2

SOC 2 Type 1 certified. Type 2 observation period in progress.

### VGS

Tokenization and vaulting. User credentials never stored or exposed.

### Zero-trust

Least-privilege architecture throughout. Full diligence documentation available.

## How it works for your users

## From account opening to

## fully activated.

Hosted, white-labeled, and live in days. Your clients and bankers see your brand throughout. Available embedded when you are ready.

###### **Hosted or embedded**  
###### **Your brand throughout**  
###### **300+ tools covered**

### Step 1

## User

## Connects accounts

InstaSwitch identifies every tool and direct payment running through their existing accounts: income, payroll, spend tools, vendor payments, and client ACH and wire details.

### Step 2

## User reviews income and spend, then funds
## the new account

InstaSwitch presents everything that needs to move, with new account details pre-loaded. The client confirms the transfer, moves an opening balance, and works through each item.

### Step 3

### InstaSwitch updates tools
### automatically

Common tools update automatically in under 30 seconds. Everything else uses a guided flow with account details pre-loaded. Every session reaches completion.

### Step 4

## InstaSwitch handles client and vendor
## notifications

ACH and wire details get updated. Clients and vendors are notified with the new account information pre-filled. Your client reviews, sends, and the full operating relationship moves with them.

## Why not the alternatives

## You've seen what

## doesn't close the gap.

#### What you have tried

Emails and support articles

Support handling transitions manually

Financial incentives and speed bonuses

Building an in-house activation flow

VS

Finish in one session, or resume anytime

Rep assisted guided flows

Closes the execution gap

300+ verified guides and 35 automations, ready to deploy

## How it fits into your stack

## Hosted today. Embedded when you're ready.

## Live in days.

Hosted white-label experience

### For your clients and your bankers

A fully branded activation experience your team can send to any client. Limited engineering. Live in days. Includes a white-labeled banker dashboard so your team can track activation across the book.

Limited engineering to start

Your branding throughout

Live in days

300+ tools covered

### Embedded SDK, when you are ready

When your digital onboarding flow is in place and your team wants InstaSwitch native inside the product, the embedded SDK integrates in under two weeks. Same compliance posture. Same white-label.

Integration in under two weeks

Native inside your product

Full SDK documentation

### See it in
your activation funnel

30 minutes to walk through where your accounts are stalling and whether InstaSwitch fits.

The fastest way to activate new accounts, increasing your deposits and primary relationships.