Finovate Demo Video Archives

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Presenter Profile:

How they describe themselves: InstaSwitch is the account activation infrastructure that executes the entire business bank switch. $72 billion is lost annually because most business accounts never become primary. InstaSwitch closes that gap by switching income, payroll, and spend in under 30 seconds, reducing time to primary from months to minutes. The window is narrow: accounts that switch within the first seven days deliver 95% higher lifetime value. $69M in deposits have been activated in production.

How they describe their product/innovation: No one has shown a business fully switching banks in real time. Our demo will do exactly that: connect an existing bank account, automatically map every financial relationship across income, payroll, spend, vendors and clients, generate a complete switching plan, execute a live deposit transfer, and update systems like Gusto, Stripe, and QuickBooks in under 30 seconds. A newly opened account becomes a fully funded primary relationship in minutes instead of months.

Product distribution strategy: Through financial institutions, Through other fintech companies and platforms

Credit Union/Community Bank Fit: Credit unions and community banks

Contacts:

Bus. Dev. & Press: Daniel West (CEO & Founder), [email protected], 917-861-3750