Swaystack

Drive Digital Growth through Personalized Engagement

Personalize onboarding and engagement

Swaystack helps banks and credit unions win primary financial institution and top of wallet status.

Digital Engagement Examples for Digital banking campaign and CRM email.

Onboarding is broken

44%

Inactive checking accounts year 1

$200

Cost to acquire a new checking account1

Simple, gamified onboarding

Delight your new account holders with a personalized onboarding switch kit.

Recapture unfunded accounts

Engage unfunded accounts with a funding link to Plaid's instant account verification.

Recapture unfunded accounts by requesting consumers to make a deposit
Direct Deposit Switch Prompt

Win the battle for primacy

Earn the direct deposit relationship by helping your consumers switch accounts with their payroll provider.

Stay top of wallet

Help new card holders put your card on file with Amazon, Netflix, Apple, and more merchants.

Subscription transfer prompt
Swaystack connects to your data sources and delivery channels to send personalized campaigns

Continue cross-channel engagement

Widgets, ads, push notifications, emails, SMS - we're there.

Intelligent audiences

Gain valuable insights with always-on audiences - without manual list pulls.

Intelligent product audiences for deposits
direct deposit switch re-engagement

Automatic re-targeting

Leverage pre-built audiences and templates to automatically re-engage consumers.

Metrics that matter

Easily report onboarding results and measure improvements

benchmarked onboarding results

Trusted by financial services leaders

Why Swaystack?

Your mission, our purpose. We believe banks and credit unions are the backbone of our nation and we want to ensure you succeed.

Ready for a demo?