Sponsor Name
Onsetto
Sponsor Description
Onsetto is the commercial banking operating platform built to help financial institutions turn prospects, newly acquired customers and existing business accounts into deeper, more valuable operating relationships.
The platform brings together three connected solutions:
Prospecting Intelligence helps bankers identify high-value opportunities and enter prospect conversations with a clearer understanding of a business’s financial activity, treasury needs and potential relationship value.
SwitchAssist guides businesses through the complex process of moving deposits, receivables, payables, payroll and other operating activity, helping banks accelerate account activation and establish primary operating relationships.
Treasury Growth gives bankers actionable intelligence to uncover treasury opportunities, strengthen customer conversations and expand existing relationships based on evolving financial needs.
Together, these solutions support the full commercial relationship lifecycle through the Onsetto Operating Relationship Framework: Identify, Activate, Expand and Retain. By connecting intelligence, banker action and guided customer experiences, Onsetto helps financial institutions increase commercial deposits, accelerate treasury adoption, improve banker productivity and protect valuable relationships during periods of change.
Onsetto was founded by Cale Johnston, who previously founded ClickSWITCH, the first automated account-switching platform. ClickSWITCH grew to serve more than 600 financial institutions before its acquisition by Q2 Holdings in 2021. Onsetto applies that deep expertise in financial switching and customer activation to the more complex needs of business and commercial banking.
The result is a more consistent, measurable approach to building stronger operating relationships from the first opportunity through long-term growth.
The platform brings together three connected solutions:
Prospecting Intelligence helps bankers identify high-value opportunities and enter prospect conversations with a clearer understanding of a business’s financial activity, treasury needs and potential relationship value.
SwitchAssist guides businesses through the complex process of moving deposits, receivables, payables, payroll and other operating activity, helping banks accelerate account activation and establish primary operating relationships.
Treasury Growth gives bankers actionable intelligence to uncover treasury opportunities, strengthen customer conversations and expand existing relationships based on evolving financial needs.
Together, these solutions support the full commercial relationship lifecycle through the Onsetto Operating Relationship Framework: Identify, Activate, Expand and Retain. By connecting intelligence, banker action and guided customer experiences, Onsetto helps financial institutions increase commercial deposits, accelerate treasury adoption, improve banker productivity and protect valuable relationships during periods of change.
Onsetto was founded by Cale Johnston, who previously founded ClickSWITCH, the first automated account-switching platform. ClickSWITCH grew to serve more than 600 financial institutions before its acquisition by Q2 Holdings in 2021. Onsetto applies that deep expertise in financial switching and customer activation to the more complex needs of business and commercial banking.
The result is a more consistent, measurable approach to building stronger operating relationships from the first opportunity through long-term growth.
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