Large employer base Target expanding employer clients leveraging SelectAccount’s established base of over 10,500 employer clients across markets including large and small businesses, public sector, unions, retirees, and individuals for cross-sell of HSAs, FSAs, HRAs and commuter benefits.

Non-bank HSA trust Highlight the U.S. Treasury approved non-bank HSA trustee status as a differentiator to financial partners and payroll providers seeking compliant, turnkey HSA solutions that integrate with existing benefits platforms.

Strong CSAT leverage Leverage proven customer satisfaction and industry recognition to upsell premium support, training, and advisory services to current and prospective clients seeking high-touch customer service and smoother benefits administration.

Growth in healthcare spend Capitalize on the expanding market for consumer-driven health accounts by presenting SelectAccount as a scalable administrator with asset custody of over $1 billion, appealing to mid-market and enterprise prospects seeking robust governance and cash flow management.

Executive hiring signals Use recent executive appointments in growth-focused roles (Chief Growth Officer and SVPs of National/Carrier Sales) to initiate conversations with growth-minded organizations about strategic partnerships, channel collaboration, and expanded sales coverage.