When mid-sized community banks and credit unions wanted to give their account holders an easy way to save and make a difference, they turned to Spiral. Their goal? To build deeper connections with their account holders and be their first choice for any financial needs—all while driving impact in their communities.
Here’s what happened.
Spiral’s experiences are seamlessly integrated into these financial institutions’ systems, offering account holders a personalized user experience. By launching Spiral’s Round Up for Savings, these institutions introduced an effortless way to save and give back. Every time an account holder made a purchase, the total rounded up to the nearest dollar, and the spare change was either saved to a savings account or donated to causes that mattered to them.
In just less than five months, 150,000 round-up transactions were completed, helping people and communities nationwide.
What made this so successful?
- It’s easy. Account holders didn’t have to think about saving or giving—it happened automatically.
- It feels personal. People could choose whether to save for their dreams or donate to causes they cared about.
- It’s rewarding. It’s a fun and engaging experience that empowers people to feel good and make an impact with every purchase.
The results:
- 150,000 round-up transactions completed by account holders in under five months.
- Adoption rates surpassed expectations, with over 40% who begin the enrollment process, successfully enroll!
- Significant increases in savings activity, with many account holders using round-ups to achieve their financial goals.
- Hundreds of requests from existing account holders to open new savings accounts
- Thousands of donations were made to local causes, strengthening community ties for financial institutions and attracting nonprofit businesses across the country, including in Michigan, Louisiana, Washington, Massachusetts, New Jersey, and beyond.
- Stronger emotional connections between account holders and their financial institutions, driven by a shared sense of purpose.
Trusted by leading financial institutions nationwide
"Spiral deepens our engagement and allows our customers to save for their dreams while making a positive impact within their communities."
– President and CEO
West Shore Bank
"Adding Spiral allows our customers to effortlessly grow their savings and donate to causes they care about in a way that fits their unique needs and values."
– President & COO
Timberland Bank
"Adding Spiral will make it that much easier for our members to grow their savings and make a difference in the areas that matter most to them."
– SVP & Chief Operating Officer
Mid-Atlantic Federal Credit Union
Join the success
This success story showcases the power of Spiral's personalized banking solutions. With Spiral, financial institutions achieve deeper engagement, grow deposits, and position themselves as the first choice for their account holders’ financial needs—all within a matter of months.
Want to get results like these?
Let Spiral help your financial institution thrive in 2025. Get a demo today—contact us here.
