U.S. Bank and Commonwealth teamed up in a bold, cross-sector partnership to help clients turn tax refunds and bonuses into lasting savings. Using behavioral science and a test-and-learn approach, the pilot introduced a simple pre-commitment feature that encouraged saving at the right moment.

Inside this case study, you’ll learn:

• How timely nudges can change savings behavior
  
• Why inclusive product design benefits all clients
  
• Actionable insights for engaging clients during deposit windfall moments

Download now to explore the strategies, lessons, and unexpected findings from this innovative collaboration.