SoloSaver
SoloSaver by SoloStream helps banks and credit unions grow deposits and deepen relationships with self-employed customers by offering this high-value small business segment automated tax savings and tools that simplify managing irregular income.
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Low-friction implementation
Works alongside established digital channels without requiring coding or complex integration
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Competitive differentiation
Through specialized branded services for an underserved, high-value market segment
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Deposit growth opportunity
By attracting new self-employed customers and deepening relationships with existing ones
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Enhanced customer loyalty
Through tools that address the unique financial challenges of self-employment
SoloSaver, SoloStream’s latest offering through Fiserv Quick Connect and Communicator Open, gives financial institutions a powerful way to serve the growing population of self-employed customers. These customers represent a valuable and often underserved segment with unique financial needs.
The platform promotes deposit growth by encouraging consistent savings behavior. Customers receive real-time notifications when income hits their account, along with simple text commands to transfer funds into savings. An integrated tax calculator uses the latest IRS tables to provide instant, personalized guidance based on income projections and filing status.
SoloSaver works directly within your bank’s existing checking and savings accounts, delivering a seamless experience that helps customers stay on top of their finances while strengthening their connection to your institution.
- Version
- 2025.4
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