Opening a new account is only the beginning. In this episode, Swaystack CEO Har Rai Khalsa explains why onboarding often fails after day one and how credit unions can turn new accounts into active, primary relationships.
What You’ll Learn from the Convo
Har Rai explores how community-focused financial institutions can translate their personal, high-touch approach into a digital-first strategy. He explains how digital onboarding and engagement help address one of the industry’s biggest challenges: inactive accounts, guiding new members toward funding, direct deposits, and long-term engagement. He also shares how Swaystack is growing quickly and how the company is helping credit unions and community banks use digital experiences to build stronger member relationships.
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