Southeast People Solutions Summit Flyer Book

More HSAs are powered by WEX than any other technology platform. We use this large data pool to conduct a powerful statistical analysis of HSA participant behaviors. We provide a turnkey program with fully developed and tested content that drives measurable outcomes by leveraging account data and history. Our program means less work on your plate because we continuously engage consumers with personalized messaging via multiple delivery channels. What’s in it for Employers? b Year round automated messaging b Increased adoption in HDHP/HSAs, resulting in lower costs to employers and employees b Analytics to help you understand effectiveness and employee behaviors to help you make strategic decisions on your benefits package b Employees better understand their benefits resulting in fewer questions to you Transforming the HSA experience

Personalized messaging works. We’ve got the data to back it up. 57% of consumers increased their contributions 1

What’s in it for Participants? b Personalized guidance to help maximize the value of their HSA b Greater HSA understanding and awareness b Increased confidence in their ability to pay for healthcare b Enhanced portal and mobile usage resulting in increased self-service b Increased satisfaction with health benefits

18% 2

Incremental monthly HSA contributions increased

Source: Consumer Pathways analytics for WEX Direct 1) Feb 2022-Feb 2023; 2) Feb 2022-Dec 2022 vs. Feb 2022-Feb 2023

WEXB_CB_EMP_1010199_IS 10/06/2023

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