Inside the Conversations Shaping Digital Onboarding in Banking
Eddie Sorrell, CIO of UK Credit Union and Har Rai Khalsa, CEO and Co-Founder of Swaystack recently joined Trey Robinson and Kevin Farley on the Story Amplify Podcast to discuss digital onboarding, member engagement, and why the first few interactions matter more than most institutions realize.
Digital Onboarding
Member Engagment
Key Interactions
What You’ll Learn
- Why the first 30 days determine long-term account value.
- Common onboarding mistakes that lead to inactive accounts
- How leading institutions drive activation beyond the welcome email.
- Real-world strategies for increasing engagement, deposits, and digital adoption. onboarding journeys improve early relationship growth
- The trends and challenges banking leaders are preparing for next.