Turn new accounts
Turn new accountsinto primaries
into primaries
InstaSwitch automates business bank switching so your customers fund, activate, and become primary. Embedded in your product in days.
InstaSwitch automates business bank switching so your customers fund, activate, and become primary. Embedded in your product in days.
InstaSwitch automates business bank switching so your customers fund, activate, and become primary. Embedded in your product in days.
95%
higher LTV from users who switch income sources in the first 7 days
Live Deployment
13.1 x
higher account balances for InstaSwitch users vs non-InstaSwitch users on the same platform
Live Deployment
What it Gets You
Three outcomes.
One embedded layer.
Remove the biggest barrier to new accounts
Remove the biggest barrier to new accounts
Switching sounds painful, so businesses don't switch. Your reps can tell them it's handled from day one, in under 15 minutes, inside your product.
Switching sounds painful, so businesses don't switch. Your reps can tell them it's handled from day one, in under 15 minutes, inside your product.
Win the primary relationship on day one
Win the primary relationship on day one
The window closes fast. InstaSwitch connects the old bank, confirms what needs to move, and executes the switch on the spot, before inertia sets in.
The window closes fast. InstaSwitch connects the old bank, confirms what needs to move, and executes the switch on the spot, before inertia sets in.
Capture the value you already paid for
Capture the value you already paid for
40% of new accounts never fund. The barrier isn't intent, it's execution. InstaSwitch removes it entirely. Funded accounts become primary accounts.
40% of new accounts never fund. The barrier isn't intent, it's execution. InstaSwitch removes it entirely. Funded accounts become primary accounts.
WHAT IT Delivers
From early deployments.
One embedded layer.
LIVE DEPLOYMENT · FINTECH PLATFORM
13.1x
higher balances vs non-InstaSwitch users on the same platform
higher balances vs non-InstaSwitch users on the same platform
$54M
deposit growth tied to InstaSwitch
deposit growth tied to InstaSwitch
Reps introduce InstaSwitch before the account is open. It is part of every deal they run.
Customer account migrations fail because people see the work involved and stop. We were able to move millions of dollars, migrating thousands of accounts, with over 80% of our customers completing the full flow without dropping off.
Ran Harpaz
Founder and CEO, Lettuce Financial
We transferred $3.5M and 7 tools in a single 15-minute session. We were 90% convinced on the platform. InstaSwitch got us the extra 10%.
Chief of Staff
Fintech platform user
I use InstaSwitch in every sales process. We talk to customers like it is a defined part of onboarding to Arc.
Relationship Manager
Arc
Customer account migrations fail because people see the work involved and stop. We were able to move millions of dollars, migrating thousands of accounts, with over 80% of our customers completing the full flow without dropping off.
Ran Harpaz
Founder and CEO, Lettuce Financial
We transferred $3.5M and 7 tools in a single 15-minute session. We were 90% convinced on the platform. InstaSwitch got us the extra 10%.
Chief of Staff
Fintech platform user
I use InstaSwitch in every sales process. We talk to customers like it is a defined part of onboarding to Arc.
Relationship Manager
Arc
Customer account migrations fail because people see the work involved and stop. We were able to move millions of dollars, migrating thousands of accounts, with over 80% of our customers completing the full flow without dropping off.
Ran Harpaz
Founder and CEO, Lettuce Financial
We transferred $3.5M and 7 tools in a single 15-minute session. We were 90% convinced on the platform. InstaSwitch got us the extra 10%.
Chief of Staff
Fintech platform user
I use InstaSwitch in every sales process. We talk to customers like it is a defined part of onboarding to Arc.
Relationship Manager
Arc
Customer account migrations fail because people see the work involved and stop. We were able to move millions of dollars, migrating thousands of accounts, with over 80% of our customers completing the full flow without dropping off.
Ran Harpaz
Founder and CEO, Lettuce Financial
We transferred $3.5M and 7 tools in a single 15-minute session. We were 90% convinced on the platform. InstaSwitch got us the extra 10%.
Chief of Staff
Fintech platform user
I use InstaSwitch in every sales process. We talk to customers like it is a defined part of onboarding to Arc.
Relationship Manager
Arc
Customer account migrations fail because people see the work involved and stop. We were able to move millions of dollars, migrating thousands of accounts, with over 80% of our customers completing the full flow without dropping off.
Ran Harpaz
Founder and CEO, Lettuce Financial
We transferred $3.5M and 7 tools in a single 15-minute session. We were 90% convinced on the platform. InstaSwitch got us the extra 10%.
Chief of Staff
Fintech platform user
I use InstaSwitch in every sales process. We talk to customers like it is a defined part of onboarding to Arc.
Relationship Manager
Arc
Customer account migrations fail because people see the work involved and stop. We were able to move millions of dollars, migrating thousands of accounts, with over 80% of our customers completing the full flow without dropping off.
Ran Harpaz
Founder and CEO, Lettuce Financial
We transferred $3.5M and 7 tools in a single 15-minute session. We were 90% convinced on the platform. InstaSwitch got us the extra 10%.
Chief of Staff
Fintech platform user
I use InstaSwitch in every sales process. We talk to customers like it is a defined part of onboarding to Arc.
Relationship Manager
Arc
Customer account migrations fail because people see the work involved and stop. We were able to move millions of dollars, migrating thousands of accounts, with over 80% of our customers completing the full flow without dropping off.
Ran Harpaz
Founder and CEO, Lettuce Financial
We transferred $3.5M and 7 tools in a single 15-minute session. We were 90% convinced on the platform. InstaSwitch got us the extra 10%.
Chief of Staff
Fintech platform user
I use InstaSwitch in every sales process. We talk to customers like it is a defined part of onboarding to Arc.
Relationship Manager
Arc
Customer account migrations fail because people see the work involved and stop. We were able to move millions of dollars, migrating thousands of accounts, with over 80% of our customers completing the full flow without dropping off.
Ran Harpaz
Founder and CEO, Lettuce Financial
We transferred $3.5M and 7 tools in a single 15-minute session. We were 90% convinced on the platform. InstaSwitch got us the extra 10%.
Chief of Staff
Fintech platform user
I use InstaSwitch in every sales process. We talk to customers like it is a defined part of onboarding to Arc.
Relationship Manager
Arc
How it works for your users
From “I’ll get to it later” to
done in 15 minutes.
White-label. Embedded directly in your product. Your users see your brand throughout.
White-label. Embedded directly in your product. Your users see your brand throughout.
Step 1
User
User
Connects accounts
Connects accounts
After the new account is open, the business owner connects their existing bank. InstaSwitch identifies what needs to move.
After the new account is open, the business owner connects their existing bank. InstaSwitch identifies what needs to move.
Step 2
User reviews income and spend, then funds
User reviews income and spend, then funds
the new account.
the new account.
A pre-filled list of income, payroll, spend, vendors, and clients appears. The user confirms what to switch. InstaSwitch calculates the right initial deposit so nothing is missed during the transition.
A pre-filled list of income, payroll, spend, vendors, and clients appears. The user confirms what to switch. InstaSwitch calculates the right initial deposit so nothing is missed during the transition.
A pre-filled list of income, payroll, spend, vendors, and clients appears. The user confirms what to switch. InstaSwitch calculates the right initial deposit so nothing is missed during the transition.
Step 3
InstaSwitch updates tools
automatically
Common tools update in under 30 seconds. Everything else uses a guided flow with account details pre-filled. No looking anything up, no separate logins, every session reaches completion.
Common tools update in under 30 seconds. Everything else uses a guided flow with account details pre-filled. No looking anything up, no separate logins, every session reaches completion.
Why not the alternatives
What sets InstaSwitch
apart
Built specifically for business banking. Not adapted from consumer switching.
What you have tried
Consumer switching tools
Email sequences
Building it yourself
VS
300+ verified guides. 35 automations.
Full switch in under 15 minutes, no reps
Built for the business stack
Users who open the link finish the switch.
Live in days, not months.
How it fits into your stack
Embedded directly
in your product
Embedded SDK
Embedded SDK
InstaSwitch in your product
InstaSwitch in your product
Embedded SDK. Drop into your onboarding flow or trigger from anywhere in your product. Modular: surface income switching first, add payroll and spend when ready. Your colors, logo, and fonts throughout.
Embedded SDK. Drop into your onboarding flow or trigger from anywhere in your product. Modular: surface income switching first, add payroll and spend when ready. Your colors, logo, and fonts throughout.
SOC 2 Type 1 certified
Type 2 observation April 2026
Zero-trust architectureon rounds
VGS vaulting for sensitive values
Integration docs on request
Fast Setup
Up and running in 3 to 5 engineering days
Your Branding
Fully white-label, your brand throughout
Modular
Show what you need at each stage
Partner dashboard
tracks funded accounts and time to primary
See it in
your product
30 minutes. Walk through where 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 product
30 minutes. Walk through where 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 product
Walk through where 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