Lively for financial institutions
Let's meet to discuss how we can supercharge your HSA offering.
Offer the top-rated HSA
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.
Stand out in the market
Gain immediate market differentiation with a top-rated HSA that’s co-branded to your financial institution. Lively acts as a true partner for your HSAs — generating leads in your geographic footprint, and helping close surfaced deals.
HSAs without the headache
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.
WHY LIVELY
HSAs made easy for financial institutions
Generate Commercial & Retail Relationships
Leverage Lively's HSA to build out your commercial customer base.
Grow Deposits & Earn Interchange
Hold the deposits while Lively does the heavy lifting.
Let Lively Handle the Details
Lively handles all the administration including tax reporting and maintenance.
WHY LIVELY
HSAs made easy for financial institutions
Generate Commercial & Retail Relationships
Leverage Lively's HSA to build out your commercial customer base.
Grow Deposits & Earn Interchange
Hold the deposits while Lively does the heavy lifting.
Let Lively Handle the Details
Lively handles all the administration including tax reporting and maintenance.