Win the primary relationship,
Turn new accountsinto primaries
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.
InstaSwitch is the account activation layer that closes the gap between accounts opened and accounts where operational activity has fully moved.
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
What it gets your bank
Three outcomes.
One activation layer.
Activation rates with measurable movement
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.
Funded is a milestone, not a predictor. InstaSwitch produces real activation: income, payroll, spend, vendors, and clients moved and confirmed.
Deposit depth that compounds
Deposit depth that compounds
A fully funded account drives activation, revenue, and multi-product adoption. A funded but dormant one drives none of it.
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
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.
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
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
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
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
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
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
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
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
COMPLIANCE
$40B financial institution
Cleared InfoSec, Risk, and Legal
Cleared InfoSec, Risk, and Legal
ACTIVATION
ACTIVATION
$3.5M and 7 tools
moved in a single 15-minute session
moved in a single 15-minute session
What it delivers
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
User
Connects accounts
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.
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
User reviews
payables and income, then funds their
User reviews income and spend, then funds
the new account
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.
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
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
User reviews
payables and income, then funds their
InstaSwitch handles client and vendor
notifications
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.
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
Hosted white-label experience
For your clients and your bankers
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.
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
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.
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
Embedded SDK
Embedded SDK
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.
© 2025 InstaSwitch. All rights reserved. All trademarks, logos, and brand names are the property of their respective owners. Use of these names, trademarks, and brands does not imply endorsement.
Designed by Unlimity
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.
© 2025 InstaSwitch. All rights reserved. All trademarks, logos, and brand names are the property of their respective owners. Use of these names, trademarks, and brands does not imply endorsement.
Designed by Unlimity
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.
© 2025 InstaSwitch. All rights reserved. All trademarks, logos, and brand names are the property of their respective owners. Use of these names, trademarks, and brands does not imply endorsement.
Designed by Unlimity