The single biggest reason people don't switch banks is the hassle of moving direct deposit and bill pay. Switch Kit Automation walks new members through it step by step.
Remove the friction
A guided checklist helps new members move their paycheck and recurring payments to your credit union — the exact step that usually stalls a switch.
Convert more of the interested
By making switching painless, you turn “I've been meaning to” into funded, primary-account relationships.
What's included
- Guided direct-deposit switch
- Bill-pay and autopay checklist
- Pre-filled switch forms
- Turns interest into primary accounts
Frequently asked
What does the switch kit do?
It guides a new member through moving their direct deposit and recurring payments, with pre-filled forms and a checklist so nothing gets missed.
Why does this matter?
Switching friction is the top reason people stay with a bank they don't love. Removing it converts more of your interested prospects into primary-account members.