DataPath Financial Wellness Solutions
Financial Wellness Solutions for Banks and Financial Institutions
Bridging the Gap in Financial Wellness for Banks and Financial Institutions
Today’s companies and consumers expect more than traditional banking services. They are looking for holistic financial wellness solutions. Health Savings Accounts (HSAs) and other tax-advantaged benefits are at the forefront of this shift.
DataPath empowers banks and financial institutions to drive new revenue streams with a comprehensive HSA growth strategy. By adding the DataPath solution to your existing services, you can increase deposits, drive revenue growth, attract new customers, strengthen client relationships, ensure regulatory compliance, and more.
What if you could drive growth and strengthen relationships with enhanced financial wellness solutions? Contact us today to learn how quickly you can implement a profitable HSA growth strategy with DataPath.
The Gap in Financial Wellness
HSA Market Opportunity for Banks and Financial Institutions
HSAs are among the fastest-growing financial products, with assets projected to reach $175 billion by 2026.
Yet 68% of HSA assets currently reside outside traditional banks, presenting a significant opportunity to capture deposits and expand financial services.
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The Time to Act is Now
74% of employees want financial guidance from their employers
97% of employers feel responsible for their employees' financial well-being
91% of employers report improved employee satisfaction and retention when offering financial wellness benefits
60% of banking customers are willing to switch to an institution that provides better financial wellness features
Bridging the Gap in Financial Wellness with DataPath
Expand Your Financial Wellness Offerings with HSAs
With over two decades of HSA administration expertise, DataPath delivers a turnkey, cloud-based solution that empowers banks and financial institutions to launch and scale HSA revenue generation programs with ease.
Unlike other programs in the market, DataPath seamlessly blends into your existing banking services, offering a full financial wellness platform for employers, their employees, and consumer account holders.
By implementing our comprehensive financial wellness growth strategy with HSAs and other financial wellness accounts, your organization can:
Expand Your Financial Wellness Offerings
Beyond HSAs, the DataPath solution includes additional employer-sponsored financial well-being products, including:
Emergency Savings Accounts (ESA)
Student Loan Reimbursement Assistance (SLRA) Accounts
Lifestyle Spending Accounts (LSAs)
Flexible Spending Accounts for Health and Dependent Care (FSAs, LPFSAs, DCFSAs)
Health Reimbursement Arrangements (HRAs, ICHRAs, QSEHRAs, EBHRAs)
COBRA Continuation Coverage Accounts
Why Partner with DataPath?
Start Growing with Us Today
DataPath is the technology and expertise behind your success in financial wellness solutions. We provide the tools and support you need to drive growth and position your bank as a leader in the market.
Why Choose DataPath?
Key Benefits of Working with DataPath
Proven Expertise
Benefit from our 40+ years in benefits technology, 20+ years of experience in HSA management, regulatory compliance and financial services
Turnkey Growth Strategy
Launch a financial wellness program tailored for your business and commercial clients, along with HSA options for retail consumers
Complete White-Label Solution
Elevate your brand identity with our comprehensive white-label solution, using our technology and expertise to enhance your presence in the market.
Comprehensive Support
Access expert sales support, employer and consumer call center, employer support services, marketing materials, consumer education, and regulatory compliance guidance
Digital-First Services
Provide intuitive, automated solutions that align with modern consumer financial planning
Stronger Customer Engagement
Deepen relationships with business clients while expanding visibility among retail banking customers
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