SwitchAssist
for Business
Switch your Business Banking with Ease.
With CSB's SwitchAssist for Business, moving your business accounts is simple and faster than you think.
SwitchAssist
Switch smarter—no disruption, no downtime.
Switch smarter—no disruption, no downtime.
SwitchAssist for Business from Coastal States Bank is designed to guide you through every step of transitioning your core operations—payroll, payments, receivables, and payables.
With a streamlined process and dedicated support, your transition is completed in days—not weeks—keeping everything moving smoothly.
Get StartedThe Easiest Way to Move Your Business Banking
We help you transfer your operations from your old bank to your new Coastal States Bank account(s) in just 4 steps.
Step 1 – Invite Your Team
Bring in accounting, payroll, or anyone who needs visibility. Switching doesn’t have to fall on one person, but if it does, we’ve made it simple.
Step 2 – Connect Your Previous Account
Upload a statement or securely connect your old account. We automatically identify payroll, vendor payments, customer deposits, and recurring activity that should move.
Step 3 – Receive a Smart Funding Plan
We recommend how much to transfer and when based on your historical activity so you can:
- Move what’s ready now
- Keep what needs to stay temporarily to avoid failed payments
- Transition safely and confidently
Step 4 – Follow Your Personalized Switch Plan
We organize your AR, AP, and payroll so you can clearly see:
- What to update
- Where it’s connected
- How to switch it
No guesswork. No spreadsheets. Just step-by-step guidance.
Get started today. Tell us about your business.
Contact a Treasury Management Expert
David Ascher
Senior Treasury Management Banker
Alpharetta, GA
Office: (770) 203-4583
Mobile: (770) 500-4002
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Shan Virani
Treasury Management Specialist
Atlanta, GA
Office: (678) 553-9499
Mobile: (770) 624-1715
NMLS# 770763
Power Your Payments. Simplify the Switch.
Power Your Payments. Simplify the Switch.
From payables to receivables, your treasury tools keep your business moving. With CSB's SwitchAssist for Business, transitioning them is seamless, secure, and faster than you expect.
Speak to a Banker