Top 23 Highlights of 2023

Dec 21, 2023

In 2023, SpringFour was instrumental in making financial health a mainstay across industries. Our financial wellness solutions empowered institutions to drive empathy-first strategies, which led to improved repayment rates, increased bottom lines, enhanced brand trust, and empowered customers across the country who now have access to resources that support their financial health.

Thanks to this work — which is almost two decades in the making — we partnered with many more institutions, delivered our resources to more people than ever before, and received incredible awards, thought leadership opportunities, and media coverage throughout 2023.

We are proud of these accomplishments, and we know that without our partners, none of this would be possible. Please find our top 2023 highlights below.


1. Delivered more than 5 million money-saving financial health referrals to consumers in 2023.

2. Forged and expanded partnerships with a range of organizations including leading banks, lenders, servicers, credit unions, employers, nonprofits, and more.

3. Added 2,000 new nonprofit and government resources to address rising demand for rental, student loans, healthcare, and many other financial needs, bringing our total number of resources available to 23,500.

4. Launched a brand new product with expanded reporting and analytical capabilities to demonstrate impact.

5. Recognized by Fast Company with the 2023 Brands that Matter Award in the Finance category alongside Morgan Stanley and Golden 1, which included the magazine feature: “Why you can bank on these 3 brands when it comes to financial health.” 

The social impact fintech works with some of the country’s largest banks, including Capital One and M&T Bank, to support customers struggling with financial stability through its innovative technology. In an industry that at times has not prioritized the financial health of consumers, SpringFour is taking a different approach to banking.

Rebecca Barker

Fast Company

6. Drove the conversation around the importance of empathy-first strategies that support customers and drive repayment rates with the American Banker thought leadership piece by our Founder & CEO, Banks should adopt an empathy-first attitude toward the struggling, an interview on CX Leaders Podcast, “Easing the Burden,” as well as a feature alongside our partner, BMO: “‘The bottom line is empathy’: BMO and SpringFour are changing what it means to bank on consumers’ financial progress.”

Is there a possibility to transform a bank’s role into an institution that provides assistance beyond checking accounts and credit cards? With the help of the social impact fintech SpringFour, banks like BMO say it’s not only a social prerogative but a business one, as well.

Rabab Ahsan


7. Created impact that made a difference for consumers: 

  • A customer reduced their monthly electric bill by half from $300 to $150.
  • A customer received $800 of rental assistance in one month.
  • A customer found a job after being out of work for 6 months.
  • An elderly couple saves over $170 monthly with SpringFour resources.

8. Chosen as Finovate Innovator of the Year Award, winning out of a pool of impressive finalists.

9. Amplified our partnerships’ successes through press coverage and thought leadership in popular media outlets with clients including BMOFay ServicingOppFiPurchasing Powerand Self

10. Expanded resources to meet pressing needs and increased demand from student loan borrowers as student loan payments resumed in fall 2023.

11. Showcased Rochelle’s background and founder story, shedding light on the impact of SpringFour’s mission and innovation in Madam Ambition’s “Rochelle Gorey: A Story of Service and Innovation” and NYC Fintech Women’s Fintech Female Fridays series.

SpringFour is mission-driven and purposeful, and Rochelle leads and inspires her team of changemakers with authenticity everyday in growing the company — to be better and do better.

Bhuva Shakti

NYC Fintech Women

12. Garnered press recognition in Banking Dive, validating our mission and impact: “SpringFour helps banks link customers to financial aid.”

SpringFour, a fintech, said it has identified the root causes of some of these problems and has come up with a tool aimed at helping those in need of financial assistance.

Rajashree Chakravarty

Banking Dive

13. Responded to consumer needs and market trends, introducing a new category of support: transportation resources for cars and auto repairs, public transportation, rideshares, and more.  

14. Accepted an invitation for one of our team members to join the 2023 Financial Health Network’s Member Advisory Committee and to participate on a panel at FHN’s EMERGE Insights event focused on financial health, AI, ESG, bank regulation, and more with other industry leaders. 

15. Attended Capital One’s 2023 Supplier Diversity Summit and Purchasing Power’s National Partner Advisory Board meetings to highlight the companies’ partnerships with SpringFour and demonstrate impact to stakeholders. 

16. Received prominent mentions in client ESG reports, including BMO’s 2022 Sustainability Report and M&T Bank’s 2022 ESG & Sustainability Report, demonstrating SpringFour’s ability to create joint social impact.

17. Recognized with Fintech Futures’ Annual Banking Tech Awards in the Women in Technology: Software & Services Provider category.  

18. Worked with 1871 and BMO as part of SpringFour’s ongoing participation as an alumna of their WMNfintech program: This year’s engagements included sharing SpringFour’s story onstage in the WMNfintech lounge at Fintech Meetup in Las Vegas, attending an alumni roundtable and this year’s participants’ pitch competition, as well as receiving a press mention in American Banker.

19. Joined forces with Self CEO Julie Szudarek to highlight how women CEOs are creating successful businesses that also help people in Fintech is Femme’s “Fintech CEOs Team Up to Improve Financial Well-Being: Two is Better than One.”

The numbers tell a compelling story—SpringFour’s most popular category is people using it to save on life’s essentials like health care and utility costs. Plus, this isn’t just a feel-good story—it’s strategic. For example, SpringFour’s platform increases bottom lines, by upping repayment rates and reducing delinquency, a challenge every bank faces.

Nicole Casperson

Fintech is Femme

20. Served as an industry leader and seized opportunities to mentor others in the field as a judge for Northwestern University’s Global Engagement Summit. 

21. Supported customers through seasonal and circumstantial changes like paying taxes, the resuming of student loan payments, recovering from natural disasters, unexpected home or auto repairs, changes in Medicaid and healthcare availability, and more.

22. Kept a pulse on consumer and market trends in order to inform our clients and provide strategic solutions that meet customer needs and power their financial health.

23. Created impact for individuals, families, agents, institutions, and bottom lines. Here’s what our clients tell us:

SpringFour has been a great partner to Capital One, giving us the flexibility to explore different ways of integrating their resources into our experiences. The SpringFour team is thoughtful, responsive, timely, friendly and positive partners. This partnership enabled Capital One to continue its mission to deliver resources to customers in challenging economic conditions.

Bill Iverson

Director of Mainstreet Financial Health Team, Capital One

SpringFour has been a lifesaver for us. The Red Tab Foundation is geared toward assisting our employees and retirees who are facing a financial emergency. SpringFour provides tools and resources for our clients to fill in the gaps where our grant guidelines may be limited. In addition, even when a grant is disbursed, SpringFour ensures that our clients are left with additional tools to further navigate their situation. At the end of the day, SpringFour is on top of current events and helps to ensure that all of our clients are in a better place, whether a grant is given or not.

Bryce Kumagai

Case Manager, Levis Red Tab Foundation

Thank you, as always, for your support,

  Rochelle Nawrocki-Gorey

  CEO & Founder


Awards and Recognition












Chicago Office at 1871
222 Merchandise Mart Plaza