
Reduce your consumer’s hassle of switching bank or portfolio accounts!
The finleap connect Switch Kit is made for any bank, who wants to offer a simple, secure and fast option to switch bank and portfolio accounts and thus become the main bank for its users. This digital service also makes you more attractive for customers choosing a new bank!
The digital workflow ensures a secure and smooth acquisition of accounts and portfolios from other financial institutions. By allowing finleap connect the automatic readout of the old bank account or portfolio, we can compile a comprehensive overview of who has to be informed about the switch and automatically send out notifications to all partners.
Three Switch Kit products – tailor-made for your needs:
Account Switch Kit (ASK): Fully digital workflow that allows users to switch their accounts from one bank to another within minutes.
Payment Accounts Directive Service (PADS): Workflow with a digital interface for bank agents to support users in the process of switching their accounts from one bank to another.
Portfolio Switch Kit (PSK): Fully digital workflow that allows users to switch their portfolios from one bank to another within minutes.
Customer Journey
Use Cases
These companies trust in the finleap connect Switch Kit
Key Features and Benefits
For the bank
- Become the “main bank” connection for the users to gain insights into their financial data (transactions)
- Drastically reduces effort and costs in the back office
- ZKG-compliant process in case of PADS (specific to the German market)
- Easy to integrate: A single link, unlocking the value of each new customer
- Customizable to the look and feel of your own website
- A 90% conversion rate leading to high customer satisfaction and a 30% increase in customer activation.
For the customer
- Simple and digital process in which the user can hand over switch responsibility to the bank – tasks will be taken over by the bank
- Fully transparent and secure switching process through access to a customer dashboard
- Flexible process for both online and offline need of the users
Interested? Contact us for more information!

Christian Hegeler
Head of Sales & Account Management
Phone: +49 40 22821271
E-Mail: inbound-connect@finleap.com