Personalize onboarding and engagement

We knew we were leaving value on the table. Accounts were being opened, but cards weren’t becoming top of wallet, and members weren’t always taking the steps needed to switch their everyday spending.

Every digital interaction is a chance to make banking more personal and intuitive. It’s about smarter personalization that drives adoption, strengthens relationships, and delivers measurable growth.

With Swaystack, we can guide customers in those early moments, turning uncertainty into progress. Each action builds momentum toward their goals today and a stronger foundation for the years ahead.

People need direction more than additional features. Swaystack’s personalized, omnichannel approach bridges the gap. If a member logs in for the first time and thinks, ‘They actually thought this through,’ that’s the win.

We need members to activate their checking accounts and stick around, not just open and disappear. Swaystack nudges, guides, and pushes members to take the steps that actually matter. That’s what we’ve been missing.

With Swaystack, we can now guide members through those first critical steps, removing uncertainty and creating momentum as they move toward their goals. That’s how we fulfill our mission: helping every member strengthen their financial footing and, in turn, strengthening the community we all share.

With Swaystack, we can present members with actionable items like adding direct deposit, opening a checking account, or applying for loans, which will increase engagement and member loyalty.

Opening an account is a transaction. Becoming part of a credit union is a relationship… When members know exactly what to do next, they don’t just stay; they engage.