Swaystack

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ONBOARD

Greet your new consumers and businesses with a personalized onboarding journey

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Summary Overview Desktop

Onboarding is broken

44%

Inactive checking accounts year 1

$200

Cost to acquire a new checking account1

“Our partnership with Swaystack is a game-changer for us at Locality Bank. It bolsters our ability to deeply understand our customers from the very beginning of the relationship."
Corey LeBlanc Co-founder of Locality Bank
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Onboarding in digital banking

Increase conversions by automatically reminding consumers of unfinished actions.

Re-engage users through digital banking
Personalized URLs

Personalized URLs

Deploy personalized URLs through email and SMS to onboard your consumers and businesses

Account funding

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

Direct deposit switch

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

Subscription transfers

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

Subscription transfer prompt
e-statements

E-statement and SMS Opt-ins

Prompt important opt-ins that drive value for you and your consumer.

Refer a friend

Drive new accounts through your existing base by leveraging referrals.

Refer a friend
benchmarked onboarding results

Metrics that matter

Easily report onboarding results and measure improvements

1. Jim Marous, The Financial Brand

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