Three Goals to ClickSWITCH Success

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What are the three goals you want to accomplish when using ClickSWITCH that will lead to your account holder’s loyalty? Attend this session to find out!

In this ClickSWITCH Training we will:

- Walk through the three goals of using ClickSWITCH and why they are fundamental to achieving success

- Enroll Account Holders into ClickSWITCH,

- Give Account Holders Access to ClickSWITCH

- Initiate Direct Deposit Switches

- Learn about navigating your institution’s portal and some resources readily available within the portal

The workshops are held in the Central Time Zone and are Approximately 20 minutes long.

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https://zoom.us/j/455322623

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+16699006833,,455322623# US (San Jose)
+16465588656,,455322623# US (New York)

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+1 669 900 6833 US (San Jose)
+1 646 558 8656 US (New York)
Meeting ID: 455 322 623
Find your local number: https://zoom.us/u/ac5TFXdhrO


**Please note that some financial institution security systems are set so that access to this webinar is blocked. You may want to contact your IT Department before this training is scheduled to begin so that any needed adjustments can be made. They will need to allow access to https://zoom.us.

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