Consumer Directed Healthcare Management Services for Financial Institutions and Payment Providers

Financial Institutions2021-07-01T13:16:31-04:00

Flexible banking and investment options customized for client needs

With the growing concern of health care expenses in retirement and a push towards consumerism, more and more employees are striving to make wise banking and investment decisions that will benefit them now and into retirement for qualified medical expenses.

This is why Optum Financial works with leading organizations to offer our clients greater levels of banking and investment flexibility for consumer directed healthcare management.

HSA investments in particular have been at the forefront of retirement savings conversations as a complimentary account to 401(k) and IRA accounts to cover HSA expenses tax-free in retirement.

Partner with Optum Financial and learn how you can add this level of service to your client offerings for a well-rounded investment portfolio.

ConnectYourCare gives a benefits trends analysis with one of our Consumer Directed Healthcare plan administration partners

Comprehensive health account administration for:

Request More Info

of employees say “saving for future health care needs” is the primary reason they enrolled in an HSA

Read the CDH Trends Report

Some of the wonderful companies we partner with today

Partnering with Optum Financial comes with many benefits

Customized branding

  • Multi-purse payment card customized with your brand
  • Co-branded and white-label options for marketing collateral, sales tools, employee communications, and websites

Actionable insights

  • Optum Financial Insights technology provides simple, real-time trends analysis

  • Legislative and regulatory guidance to help keep benefits compliant

  • Market-sensitive pricing updates

  • Educational tools to promote enrollment and best practices

Optum Financial has simplified the FSA process with a very well organized program and helpful customer service representatives.

FSA Participant, State of Illinois

Enhanced member experience

  • Integrated participant portal and mobile app for easier account management
  • 24/7 U.S.-based customer service and IVR focused on health care accounts

  • Financial claims adjudication for higher satisfaction and better adoption

Ready to Get Started? We’re Ready to Help

Contact Us

Our Latest Resources

Our Latest Blog Posts

ConnectYourCare has updated our Privacy Policy. You can review the updated language here. By continuing to use this site, you agree to our Privacy Policy and End User Terms of Use Privacy Policy and Terms of Use. Agree