United Solutions Company has developed an affordable Change Roundup solution for financial institutions that is member-focused, encourages financial wellness, and is fully automated to make saving effortless.
Change Roundup rounds every purchase to the nearest dollar and transfers the difference into a designated account, helping members grow their savings without changing spending habits. At the end of each month, members can choose to build their funds, gift someone special, or donate to a charity—making saving simple, rewarding, and beneficial for both members and your institution.
Automatic Transfers
Set it and forget it! This service makes saving automatic and convenient, so your members don't need to consciously set money aside. Change Roundup allows members to enroll online and then setup their own transfers in the Change Roundup Portal. Each day, funds are rounded up and distributed.
Visible Process
See the change add up fast. When money is added after every transaction, your members can quickly meet or exceed their savings goals. The system rounds up each debit card transaction on a given day and uses the accumulated amount during distribution.
Support a Cause
Members are encouraged to round-up to a charitable giving account created by the credit union. The system performs daily roundup transfers to the charitable giving accounts and tracks contributions in a tiered system that can be displayed on the site. Charitable Giving Statements are available for members to download on their own whenever they want.
Financial Wellbeing
Help members keep their finances on track by saving a little—all the time. This makes everyday spending much more rewarding and teaches your members how to save.
The Perfect Gift
Members can easily round up purchases to help build a college fund, contribute to a loved one’s future home, or even gift the savings directly to a family member’s account. Change Roundup is a powerful tool that can help your members succeed financially while strengthening their connection to your institution.