Integrate local company forms into your bank’s Switch Kit
A bank’s switch kit attempts to make it easy for a new bank customer to switch all of their automated payments from their previous bank account to their new bank account.
It is most convenient for a customer, when a local company, like the local power utility has a simple form that they can fill out to update the company on which bank account to draw automatic payments from.
Auto Switch Kit
Enter the Auto Switch Kit, a web application dedicated to your bank. This secure website has a preloaded list of the most common local companies. We set up each of these forms to integrate, which makes it so that the customer’s information only needs to be entered once and then when saving, the information is merged into each of the PDF forms, whether it is only one or fifteen.
If you need a Generic Form in your Auto Switch Kit, no problem it will be filled out with all of the consumer’s information and merged, so that they only have to fill out the information specific to the local company they want to switch to.