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Becoming their Primary FI: 4 Critical Moves in the First 90 Days


Date 02:45 PM - 03:00 PM (0 hours 15 minutes)
Tuesday, August 24
Product Demos
Remote Connect

The first 90 days sets the tone for the rest of an account holder’s financial journey. While this window holds great potential for engagement, some of the biggest hurdles exist here—ultimately holding FIs and account holders back from stronger banking relationships. 64% of account holders who say it’s too much of a hassle to switch FIs attribute it to online bill pay and direct deposit transfers. Q2 has brought together a collection of solutions to automate, streamline, and personalize this process so customers can get back to their everyday banking and FIs can: 

  • Increase engagement and profitability with new and existing account holders 
  • Become their account holders’ primary banking institution within the first 90 days 
  • Realize the ROI of long-term, meaningful banking relationships 

Join Q2 for a walkthrough of the onboarding journey to learn how game-changing solutions like Gro, ClickSWITCH, and CardSwap are creating more user-centric, profitable banking experiences in just a few steps.