We asked two questions: How many accounts did your institution open last year? And how many of them are still funded, transacting, and payroll-active a year later?
If you only know the first answer, this demo is for you.
What You’ll Learn from the Demo
This demo was presented live at Finovate Fall by our CEO and Co-Founder, Har Rai Khalsa, sharing how Swaystack tackles the inactive account challenge so financial institutions don’t just open accounts, they build lasting primacy.
The challenge: 44% of new accounts go inactive, no funding, no payroll, no card spend, while banks and credit unions spend $400+ to acquire each new customer and member. The first 30 days now decide whether you win primacy or lose it.
The demo: In just 7 minutes, you’ll see how Swaystack transforms onboarding into a full lifecycle engagement engine:
- Onboarding → guided funding flows, direct deposit switching, and debit activation that reduce churn risk immediately.
- Engagement → progress bars, subscription transfers, and e-statement nudges that keep accounts active and moving.
- Cross-Sell → storefronts and pre-approvals that surface savings, credit, and lending opportunities when customers are most engaged.
- Retention → lifecycle triggers that turn new accounts into long-term primary relationships.
▶ Watch the Finovate Demo Replay
📅 Schedule a Discovery Call — See how Swaystack could fit your institution’s 2026 growth priorities.
