The complete onboarding and engagement platform.
Swaystack helps you deliver personalization at scale with onboarding and cross-channel engagement.
From direct and indirect consumer onboarding to omnichannel journey orchestration via recommended audiences, this is how Swaystack works:
Onboard
Capture funding, direct deposits, and merchant subscriptions
Win primary financial institution and top of wallet status.
Product-based onboarding journeys
Deploy a special activation journey for checking accounts, indirect loans, and mortgages.
Configuration over code
Add, remove, and edit steps to fit your brand and desired action items.
Re-engage
Digital banking reminders
Help onboarding consumers pick up where they left off within mobile and online banking.
Personalized emails
Drive action items through existing email channels.
Auto-track progress
Send reminders to consumers to finish any uncompleted actions.
Audiences
Intelligent audience segmentation
Leverage advanced analytics and recommended audience segments to improve campaign effectiveness.
Targeted audience creation
Gain valuable insights without manual list pulls, saving time and resources.
Continuous audience updates
Always on, no waiting - continuous audience targeting with no delays.
Campaigns
Recommended campaigns
Launch campaigns in minutes, not months.
Optimized campaign templates
Use our expertly designed templates for immediate deployment.
Dynamic content personalization
Automatically personalize content for each recipient based on their behavior or custom variables, increasing engagement.
Journeys
Cross-channel journeys
Create journeys that span all your channels - including marketing automation and digital banking.
Real-time triggers
Respond to consumer actions instantly, enhancing their experience and boosting engagement.
Journey templates
Implement pre-designed consumer journeys that drive new account onboarding and activation.
Analytics
Campaign ROI visualization
Access clear insights into your return on investment.
Business impact reporting
Easily report on campaign performance for your board, CEO, and team.
Omnichannel management
Optimize growth across multiple channels for better results.
Goals
Dynamic goal optimization
Campaign recommendations adjust as business priorities change.
Objective-driven campaigns
Tailored campaigns designed to align with your specific goals.
Deposit growth recommendations
Strategies focused on boosting your core deposits.
Connections
CSV/SFTP uploads
Simplify data uploads, avoiding costly core integrations and launching campaigns within 30 days.
Data warehouse support
Seamlessly integrate with your existing data storage solutions for streamlined data access.
Anonymized data
Ensure privacy with data that contains no personally identifiable information (PII).