Engage

Turn every interaction into a growth opportunity

Launch personalized journeys across digital banking, email, and SMS that guide every account holder to the next best action — growing deposits, product adoption, and long-term relationships.

Engagement trigger delivering a personalized next best action
Engagement banking

Make engagement responsive to real financial behavior

Most digital engagement solutions are built to create audiences and send messages. Engage connects real account activity to ongoing journeys designed to drive measurable action.

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Audiences
Users matching all rules
BALANCEis greater than$5,000
DIRECT DEPOSITisnot active
TENUREopened within30 days
Matching users
2,3142,481
Save audience
01

Build dynamic audiences

Create audiences based on balances, behavior, transactions, product ownership, and lifecycle stage that update automatically as user activity changes.

02

360° user view

Get a complete view of each user — products, actions, and opportunities in one place, so engagement starts with the right context instead of a blank campaign.

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NB
Natalie Brooks
Primary since 2021 · High engagement
Healthy
Products
CheckingSavingsDebit
Recent activity
· Direct deposit — 2d ago· Card swipe — 5h ago· Mobile login — 1h ago
Opportunity
Pre-qualified · Auto loanAdd to journey →
swaystack
Campaign Flows
Trigger
Balance spike
Wait
1 day
Send message
HYSA offer · omnichannel
03

Automate every journey

Trigger engagement automatically based on user behavior instead of fixed campaign dates — so the right journey starts the moment a user's activity calls for it.

04

Personalize engagement

Deliver the right message, to the right person, at exactly the right moment — inside digital banking, where account holders are ready to act.

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Banking Cards
Pick a creative to deploy in digital banking
5 ASSETS
Subscription transfer ad Selected Deploy
E-statements ad
Refer a friend ad
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Checking onboarding results
ALL TIME
In online banking
88%
283 of 322 users
Funded account
75%
242 of 322 users
Switched direct deposit
63%
203 of 322 users
Started swiping
45%
145 of 322 users
New account summary
Report
131
Total new
accounts
Checking 47.3%
Vehicle loan 20.6%
Personal loan 18.3%
Credit cards 13.7%
05

Measure real outcomes

Track funding, direct deposit, product adoption, balances, and relationship growth — not just clicks and opens. Prove the impact that actually moves the business.

What clients say
Communication Federal Credit Union

“Every digital interaction is a chance to make banking more personal and intuitive. It’s about smarter personalization that drives adoption, strengthens relationships, and delivers measurable growth.”

Laszlo Tallai
SVP of Growth & Innovation, Communication Federal Credit Union
Heritage Valley Federal Credit Union

“Engagement isn’t a campaign, it’s a relationship. When we can meet members with the right next step at the right moment, they don’t just stay with us, they grow with us.”

Jeremey Sterner
SVP of Strategy and Technology, Heritage Valley Federal Credit Union
Locality Bank

“Soon, we can deliver personalized insights, next best action, and product recommendations at the most opportune time. This data-driven approach helps us meet our customer expectations for personalized banking and will boost retention by ensuring that our customer experience is engaging, relevant, and individually tailored.”

Corey LeBlanc
Co-founder of Locality Bank
Why Swaystack

Where traditional campaign tools stop, Engage keeps going.

Traditional campaigns
Manual audiences
Static campaigns
IT-dependent
Generic messaging
Click reporting
Swaystack Engage
Always-on journeys
Dynamic audiences
Marketing-controlled
Personalized experiences
User action reporting

Stop launching campaigns. Start building relationships.

Every interaction is a chance to strengthen the relationship. Swaystack Engage helps financial institutions deliver personalized experiences that keep account holders active, connected, and ready for what's next.