Innovative Health Savings Account (HSA) partnership solutions for financial institutions

Grow your core deposit base, boost profit, and generate new retail and commercial business with Lively

The right HSA provider can be the difference between loss and profitability for your HSA book of business. The Lively team has years of experience helping financial institutions, like yours, offer a best-in-class HSA to their customers.

Gain immediate market differentiation with a top-rated HSA that’s co-branded to your financial institution.

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You hold the deposits, keep access to shared customers, and increase revenue, while Lively takes care of the operational complexities.

Lively acts as a true partner for your HSAs — generating leads in your geographic footprint, and helping close surfaced deals.

We do the heavy-lifting, with risk and compliance mitigation, sales and marketing support, and unparalleled customer service, so you can focus on developing the other parts of your business.

The Lively difference

Innovative, proprietary technology

Delight account holders with an easy-to-use dashboard and mobile application.

360-degree service model

Customers receive exceptional care and support at every step with their Lively HSAs.

Dynamic and engaging educational content

Lively proactively provides resources to account-holders to help them optimize their HSA according to their financial goals.

How it works:
You hold the deposits, while Lively takes care of the operational complexities.

Lively provides risk and compliance mitigation, sales and marketing support, and unparalleled customer service for your HSAs — freeing you up to focus on growing your business.

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