UMB Healthcare Services, a division of UMB Financial Corporation, delivers services for health savings accounts (HSAs) and private-label multipurpose debit cards to employers, banks, insurance carriers, third-party administrators and software companies. The firm moves beyond traditional banking by offering HSA education to help individual customers maximize their accounts to achieve greater financial security.
In 2010, we partnered with UMB to create the most comprehensive suite of HSA communications toolkits in the industry—featuring detailed advice and ready-to-use templates to help employers make the shift to HSA plans.
Since then, we have developed thought leadership work with UMB, centered around a deeper understanding of how to help individual employees succeed with HSAs and how to make employers effective with their consumer-driven plan designs. We collaborate with UMB on ongoing thought leadership work, from research to webinars. We also craft UMB’s quarterly HSA statements, so that accountholders receive a simple, but people-focused touch to using their accounts.
