Partners

Financial Institutions

Open untapped opportunities, provide additional revenue streams, and offer a low-cost way to acquire new banking customers by expanding your savings options to include ESAs.

Why offer ESAs

Offer your customers a comprehensive suite of savings option with an ESA

Attract and retain low-cost, sticky depositst

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

62%

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 [email protected] or fill out our web form.