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.
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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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