VideoJuly 6, 2026/

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.

Story Amplify Podcast

Digital OnboardingMember EngagementKey Interactions

What you will learn

Eddie Sorrell, CIO of UK Credit Union and Har Rai Khalsa, CEO and Co-Founder of Swaystack recently joined Trey Robinson and Kevin Farley on the Story Amplify Podcast to discuss digital onboarding, member engagement, and why the first few interactions matter more than most institutions realize.

Why the first 30 days determine long-term account value.
Common onboarding mistakes that lead to inactive accounts
How leading institutions drive activation beyond the welcome email.
Real-world strategies for increasing engagement, deposits, and digital adoption.
The trends and challenges banking leaders are preparing for next.

Speakers

Eddie Sorrell

CIO, UK Credit Union

Har Rai Khalsa

CEO & Co-Founder, Swaystack

Turn new accounts into active, funded relationships

Book a discovery call and we will show you where activation is breaking down in your own onboarding.