Financial Institutions
Why offer ESAs
Offer your customers a comprehensive suite of savings option with an ESA
- Attract and retain low-cost, sticky deposits
- Source new consumer and commercial customers
- Enhance your brand with a unique product that differentiates your institution from competitors
- Provide opportunity to expand relationships with existing consumers and commercial customers
Check out our 3-minute demo video
See a quick overview of the employer portal and the employee app. If you have additional questions after viewing the demo, you'll be able to request additional information.
Why SecureSave
The category-leading emergency saving solution
The only customizable and integrated ESA solution out there
- The easy solution for your customers
- Integrates into your existing interfaces for a seamless customer experience
- Keep your brand in focus
- Supports co-branded or partner branded product offerings
- Turnkey outsourcing solution
- Offers customers a cost-effective, powerful and branded ESA program
- Leave the operations to us
- Includes best-in-class services across compliance, financial operations, technical operations, and customer support
- You control the deposits
- Opportunity to be custodian of emergency savings funds
- Cross sell your products and services
Our solution provides various opportunities to surface your products and services to customers
60% Adoption
Industry-leading adoption rates
$76 Average monthly savings
25.7% of employees contribute more than they need to match
87% Savings retention
The vast majority of funds stay in employees' ESAs each month
What partners get from SecureSave
- Partner-branded emergency savings solution
- Partner-branded employee- and employer-facing website with custom design elements
- User-facing ESA widget or API
- SecureSave can integrate to the level you want; including SSO capabilities
- Financial operations and compliance services - Outsourced to SecureSave with partner oversight over various compliance policies and procedures required within the current regulatory environment.
Partner with SecureSave
Join our partner program, then start referring companies.
Our partnerships team will provide a discount for your clients. We’ll also discuss other ways we can partner with you, including asset management custody arrangements, product integrations, and bundling.
For more information, please email us at info@securesave.com or fill out our web form.