Partners

Financial Wellness Platforms

Enhance client and employee engagement with a “sticky” solution by providing ESAs, which are now essential for comprehensive financial wellness programs.

Why offer ESAs

To provide holistic financial wellness for your clients and their employees

With a financial wellness program, emergency savings are now essential

Increases ongoing engagement by adding a very “sticky” solution to your platform

Provides your offering with additional opportunities to promote your services & solutions

Improves employee financial health of LMI employees

People with access to emergency savings are 10x more likely to be focused at work

Employees with an ESA are 28% less likely to leave their job

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
We support co-branded or partner branded product offerings

Turnkey outsourcing solution
Offer customers a cost-effective, powerful and branded ESA program without draining internal resources

Leave the operations to us
Include best-in-class services across compliance, financial operations, technical operations, and customer support

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

Co-branded emergency savings product

Co-branded employee- and employer-facing website with custom design elements

Participant-facing ESA Widget or API

SecureSave can integrate to the level you want, including SSO capabilities

Dedicated sales and implementation support

Experts from our team as both your main point of contact for sales support and providing support to your clients during implementation

Custom reporting for you and your clients

Receive the reporting you and your clients need to see how emergency savings is working for them

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.