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Industry knowledge to help you grow your business

How Health Savings Account Growth Is Impacting the Financial Services Industry

This report shares great insight from Harland Clarke’s HSA Industry Trends Survey sent to our 5,500+ financial clients. The survey was conducted to provide an understanding of the impact of Health Savings Accounts as a growing source for low-cost deposits and an important strategy in retirement planning.

Here’s a preview of what we’ve learned about respondents:

  • 91 percent have no engagement or activation strategy for non-funders
  • Just 32 percent feel their customer service reps were adequately trained
  • 50 percent feel HSAs were a “viable” source of low-cost deposits

Download the White Paper