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

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.


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.