The platform

One platform.
Every relationship.

Swaystack brings onboarding, engagement, and personalized lending together in a single platform — giving your team everything they need to build stronger banking relationships.

Swaystack platform: onboard, engage, and pre-approvals surrounding a customer
Integrates with your digital banking platform
Banno by Jack Henry Q2AlkamiLumin DigitalCandescent
Platform overview

Built to grow relationships, not manage campaigns.

Whether you're activating a new account, launching a lifecycle campaign, or delivering a pre-approved offer, every interaction is powered by the same platform.

Journeys

Campaign flows

Guide users through personalized experiences based on their behavior, products, and lifecycle stage.

Journey builder
Trigger
Account opened
Wait 1 day
Guide to funding
Omnichannel

Omnichannel delivery

Reach users across digital banking, email, SMS, and personalized landing pages from one platform.

Digital banking
In-app next best action
Email
Personalized follow-up
SMS
Timely reminder
Audiences

Intelligent audiences

Create dynamic audiences using transaction data, product ownership, balances, and user behavior.

Audience rules
BALANCE> $5,000
DEPOSITnot active
TENURE< 30 days
Matching
2,481 users
Automation

Automated journeys

Launch trigger-based journeys that automatically respond to account activity, advancing relationships.

Active automations
Live
Deposit switch nudge
Triggered by payroll gap
Surplus savings offer
Triggered by balance spike
Card activation reminder
Analytics

Analytics & reporting

Measure engagement, activation, campaign performance, and relationship growth from one dashboard.

New funding
$1.2M
Deposits
+3,140
Fund
Deposit
Adopt
Balance
Integrations

Enterprise integrations

Connect seamlessly with your existing digital banking platform and broader technology ecosystem.

Connected systems
Digital banking Loan origination Account opening Data warehouse
Swipe for more
Built for the whole team

Who should own onboarding and engagement at your organization?

Relationship growth isn't owned by one department. Give each team the tools they need while keeping the organization connected through one platform.

We asked financial institutions who should own it. Shares reflect 16 total mentions.

Share of vote Most cited
44%
7 of 16 mentions

Retail

Guide new account holders to funding, direct deposit, and primary-bank status.

Share of vote 2nd
38%
6 of 16 mentions

Marketing

Launch personalized campaigns without relying on IT or manual list pulls.

Share of vote 3rd
13%
2 of 16 mentions

Digital

Create connected experiences across every digital touchpoint.

Share of vote 4th
6%
1 of 16 mentions

Lending

Deliver personalized offers when customers are most likely to borrow.

Integrations

Built to fit your existing technology stack.

Swaystack works alongside the systems your team already relies on. Connect your digital banking platform, account opening, and lending technology to create personalized experiences without disrupting existing workflows.

Digital banking
Loan origination
Account opening
Data warehouse

Trusted by financial services leaders

Jack Henry Q2 Candescent Lumin Digital Plaid
Velera PayNearMe InstaSwitch Callahan & Associates Strivve
Truv FinGoal CU 2.0 ICBA

One platform for every stage of the relationship

See how Swaystack helps your team activate, engage, and grow each relationship from day one.