Featured Insight

Convert Cold Business Prospects With Warm Analytics

September 25, 2025

1 min read

Automation Banking Primacy Business Bank Lead Generation

New Feature Business Banking Leads

New Feature: Now you can generate a banker-ready proposal in minutes – not days.
Personalization is built in.

Lead Generation
Prospect uploads a recent statement. Onsetto instantly reveals fees, cash-flow pain points, and deposit opportunities.

Faster Opening
Pre-filled data from the prospect shortens onboarding so bankers can focus on the relationship.

Win Primacy
Onsetto switching moves deposits, AR/AP, and payroll with zero friction to secure primacy.

See it in Action:

Step 1 – Prospect uploads a statement — Step 1: Prospect uploads a recent bank statement.

Step 2 – Personalized banker proposal — Step 2: Banker generates a personalized proposal instantly.

Step 3 – Full switching experience — Step 3: Onsetto switching moves deposits, AR/AP, and payroll seamlessly.

Your Banker’s New Flow:

Prospect securely uploads a recent bank statement.
Onsetto surfaces hidden fees, cash-flow pain points, and deposit opportunities.
Banker shares a personalized proposal within minutes.
Pre-filled data shortens account opening.
Onsetto switching moves deposits, AR/AP, and payroll to gain primacy.

From cold prospect → account opened → primacy won.

About the Author

Cale Johnston

Cale Johnston

CEO & Co-Founder

Cale brings over a decade of experience in fintech and banking technology. As CEO of Onsetto, he leads the vision to transform how financial institutions onboard and serve SMB clients through innovative switching automation.

Ready to Transform Your Business Account Switching?

Schedule a demo to see how Onsetto can help your institution attract more commercial deposits.