FinovateSpring 2019 / ClickSWITCH
Presenter Profile:
How they describe themselves: ClickSWITCH’s mission is to simplify the process of switching direct deposits and automatic payments.
How they describe their product/innovation: ClickSWITCH will be demoing our automated account holder acquisition technology for financial institutions and FinTechs that simplifies the process of bringing new depositors onboard by quickly, safely, and efficiently switching their direct deposits and recurring payments from their old accounts to new ones. Based in Minneapolis, the company’s solution enables clients to increase account holder acquisition and activation rates, fund new accounts, and grow primary account holders to capture full profit potential. ClickSWITCH is a technology leader delivering world-class solutions to financial institutions and FinTechs of all sizes.
Product distribution strategy: Through financial institutions, through other fintech companies and platforms
Contacts
Bus. Dev.: Adam Pearl, Regional VP Sales, apearl@clickswitch.com & Dan Johnston, Regional VP Sales, djohnston@clickswitch.com
Press: Ashley D’Alessandro, Director of Marketing, adalessandro@clickswitch.com, 612-424-5350 x1005
Website: ClickSWITCH.com
LinkedIn: linkedin.com/company/clickswitch
Twitter: @click_switch
HQ: Minneapolis, MN
Founded: July 2014
Product Demoed: Automated direct deposit switch
Metrics: $4M raised total ($3.5M in Series A Financing), 38 Employees, 325+ financial institutions on the platform.
Presenters: Adam Pearl (Regional VP Sales), Cale Johnston (CEO & Founder)
- Key Executives
Cale Johnston (CEO & Founder), Drew Fanberg (CFO), Chris Leckrone (Chief Compliance Officer)
Key Stats
- Key Advisory & Board Members
Jeff Greiner (Managing Partner, Northern Pacific Group), Pete Kight (Entrepreneur, fmr. CEO & Founder, CheckFree Corp.), Jeff Sippel (Chief Strategy Officer, Acorns), Joe Deignan (Partner & VP, Wayzata Investment Partners LLC), Jeremy Kuiper (Financial Services Executive & Industry Expert)
- Key Investors
Commerce Ventures, Betsy Cohen (Founder, The Bancorp, Inc.), Daniel Cohen (Chairman, The Bancorp, Inc.), Pete Knight (fmr. CEO & Founder, CheckFree Corp.)
- Key Partnerships
Digital Insight, CorporateOne, Central1, MeridianLink, fiVision, Gro, UMACHA, Kony
- Key Customers
MoneyLion, Acorns, DCU, Dupaco, Philadelphia Federal Credit Union, 3Rivers, FAB&T