FindABetterBank Services

The FindABetterBank Comparison Tool helps consumers find a new primary bank or credit union (i.e., the bank they use to make direct deposits and to pay bills). The multi-step process users go through to receive their search results qualifies them as great prospects for primary banking relationships. We offer banks and credit unions the following services:

• Listing in FindABetterBank. Anyone from within your market using a search engine to shop for a new banking relationship is a great prospect. FABB targets these consumers . Your accounts will appear whenever one of your branches falls within the radius of a search (of course, you must also have an account that meets their needs). We'll provide you with login credentials so you can add your bank or credit union to our database. To register and for more information: Click here.
• Research and analysis. Where do your accounts rank? Who's winning in your market? As a client, we'll let you know how your accounts stacked-up. Our unique data will help you hone marketing messages, inform product development and gain insight about your competitors.
• Maintain branch locations and account information. Our research team will maintain your account information via regular audits of your website and calls into your call center.

BankSwitcher Concierge

BankSwitcher Concierge is an Assisted Switching Tool which enables bank or credit union (CU) employees to help new customers gather all the forms and instructions necessary to switch automatic deposits and payments to a new checking account. In minutes, the bank or CU can generate a PDF with all the forms and instructions a new customer needs to close their current checking account.

What are the benefits of assisting customers to switch automatic deposits and payments?

The biggest barrier preventing people from changing banks is the time and energy it takes to switch automatic deposits and payments. An Assisted Switching Tool allows the bank or CU to play a more active role helping someone switch. BankSwitcher Concierge will save your new customers' time, help them overcome inertia, and switch faster than they normally would.

Yet the primary benefit of assisted switching for a bank or CU is the opportunity to cross-sell other products. How so? By helping someone build a Switchkit, a salesperson can take the opportunity to better understand their new customer's needs and present the bank's or CU's solutions in that context.

How does BankSwitcher Concierge work?

BankSwitcher Concierge is designed to make building Switchkits fast and easy. The salesperson goes to a website dedicated to the bank or CU and logs in. The tool enables the salesperson to:

• Build a Customer Profile. To create a new Switchkit, the salesperson enters the customer's name. BankSwitcher Concierge requires no other personal information.
• Add instructions. Gathering the instructions is easy. The salesperson enters all or part of a biller's name in a search box and then selects the correct result. They can also add direct deposit forms to the Switchkit and all Switchkits include a Close Account form. If we don't have specific instructions for a biller, we'll do the research and update the Switchkit within 2 business days.
• Edit and Print SwitchKits. Salespeople can print, save or email the Switchkits as PDFs for their new customers. Each Switchkit can also be edited (adding or deleting billers) at any time.
• Set up reminders. Salespeople can have BankSwitcher Concierge remind them of a future event or task that needs attention.

Is BankSwitcher Concierge just a forms-fill-in application?

No. Facilitas has already gathered forms, phone numbers and URLs for over 3,000 billers in the US. We have the infrastructure and technology to gather and maintain instructions for any biller. If we're missing any instructions, we'll do the research and update the Switchkit within 2 business days.

What is the implementation process?

BankSwitcher Concierge requires no technology integration with the bank or CU and the application does not collect any personal information. Facilitas will host a dedicated website, provide log-in credentials and training to all users. Once you sign an Agreement, we'll need two to three weeks to develop a dedicated website, customize the Switchkit to include the bank or CU's specific forms and tailor our training materials.