Swaystack resources
Research, webinars, podcasts, and playbooks on turning new accounts into funded, primary relationships.
Engage to Grow: Designing the Behaviors That Build Better Banking Relationships
Based on research from Cornerstone Advisors, Engage to Grow explores how leading banks and credit unions use engagement banking strategies to strengthen relationships, increase activation, and drive long-term growth. Download the report to discover practical frameworks and actionable recommendations for improving customer engagement.
Five Star Credit Union prepares 70% of members before its digital banking conversion with Swaystack
Four acquisitions in a decade left Five Star Credit Union with 42,000 members whose contact details had never been consistently verified — and a full digital banking conversion on the calendar. A three-month omnichannel readiness campaign prepared 70% of them before launch day.
Read the case study
Think Bank Turns Account Openings Into $11.8M in Cross-Sell Loan Volume
Think Bank’s accounts were opening but not activating. Working with Swaystack on Jack Henry’s Banno platform, they launched a guided onboarding journey in under 90 days — and turned day one into $11.8M in cross-sell loan volume, $5.7M in new money deposits and a 130% lift in engagement.
Read the case study
Magnolia FCU Turns Members Into $3.7M in Cross-Sell Volume
Magnolia Federal Credit Union wasn’t short on new accounts. It was short on next steps. By building guided journeys directly into Banno Digital Banking, including a dedicated path for members who came in through indirect lending, Magnolia turned single-product relationships into multi-product ones. In its first year with Swaystack, that meant more than $3.7M in cross-sell loan volume, $1M+ in annualized deposits from verified direct deposit enrollments, and $420K in new money deposit accounts.
Read the case study
Why Half of New Bank Accounts Go Dormant in Year One
A new checking account costs over $400 to win — and nearly half go dormant within a year. In this episode of Banking Transformed, Har Rai Khalsa joins Jim Marous to unpack why the first 30 to 60 days determine primacy, and how “reboarding” existing accountholders can activate a portfolio banks already own.
Watch now
The Engagement Banking Framework
A framework from Cornerstone Advisors research: the four levels account holders move through on their way to becoming a primary relationship, and which ones your institution can actually influence.
Get the infographic
Filling the Ownership Gap: Turning Account Openings into Active, Lasting Relationships
44% of checking accounts go inactive within the first year. Watch Har Rai Khalsa, Co-Founder & CEO of Swaystack, and Matt Fehrmann, CIO at Kohler Credit Union, break down the ownership gap and the playbook for turning account openings into active, lasting relationships.
Watch the webinarEngage to Grow: Designing the Behaviors That Build Better Banking Relationships
Based on research from Cornerstone Advisors, Engage to Grow explores how leading banks and credit unions use engagement banking strategies to strengthen relationships, increase activation, and drive long-term growth. Download the report to discover practical frameworks and actionable recommendations for improving customer engagement.
Download the report
Winner of the 2026 Innovation Series: Digital Member Engagement
Swaystack was named the winner of the 2026 Innovation Series: Digital Member Engagement. Watch the award-winning presentation to learn how leading credit unions use digital onboarding and lifecycle engagement to increase activation, direct deposit adoption, digital banking usage, and long-term member relationships.
Watch the presentation
Inside the Conversations Shaping Digital Onboarding in Banking
Hear candid conversations with banking and credit union leaders as they share the real challenges they’re facing, the strategies they’ve implemented, and the lessons they’ve learned building stronger customer and member relationships.
Watch now
Onboarding Isn’t Complete Until the Account Becomes Active
What happens after someone clicks “open account” determines whether a new relationship grows or goes inactive. In this webinar, Swaystack and Valiify break down the modern onboarding journey from application to activation, including strategies to increase funding, direct deposit adoption, debit card usage, and long-term engagement.
Watch the webinar
Kohler Credit Union drives faster account activation and $1.4M in direct deposits with Swaystack
Kohler Credit Union identified a growing gap between account opening and true member engagement. While new accounts were being opened, many members weren’t taking the actions that signal a primary relationship. Leaving balances, activity, and long-term value unrealized.
Read the case study
From Account Opening to Primary Relationship
A step-by-step playbook for banks and credit unions to activate new accounts, accelerate funding, and win primary relationships.
Get the playbook
Key Actions & Questions to Master Onboarding
A practical playbook for banks and credit unions to turn new account openings into active, funded, primary relationships—starting day one.
Get the playbookTry a different keyword or clear the filters.