SoloSaver image

SoloSaver

By Solostream
Implementation timeline is 2-4 months and requires a 200hr Professional Services SOW. Plus

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.

Meta information

Platform

Premier

Click Contact Me to discuss compatibility for:

Cleartouch Precision Signature

Requirements

Communicator Open

Category

Self Employed

Implementation details

Type: Plus
Timeline: 2-4 Months
Fees: Fixed, by SOW. Login to view.
  • Low-friction implementation

    Works alongside established digital channels without requiring coding or complex integration

  • Competitive differentiation

    Through specialized branded services for an underserved, high-value market segment

  • Deposit growth opportunity

    By attracting new self-employed customers and deepening relationships with existing ones

  • 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
Company Website