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. … Read More
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. … Read More
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. … Read More
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. … Read More
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. … Read More
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. … Read More
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
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. What This Playbook Covers Activate new
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. What This Playbook
