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We make it easy for our partners to integrate emergency savings as part of their ecosystem and as a growth opportunity for their business
To reduce employee financial stress for your clients
Be viewed as an expert and trusted advisor
Provide clients with preferred pricing for a new, impactful benefit
Generate new revenue
Win new accounts and deepen your relationships with clients
Keep employees engaged in a healthy savings habit that reduces retirement plan leakage
Use it as an recruitment and retention tool in a tight labor market
Easy, low-cost benefit that provides great financial results for employees
The category-leading emergency saving solution
Immediate influence on financial well-being
Clients' employees can start saving immediately
Start any time of year
Not tied to any open enrollment period
Strengthens existing client retirement plans
A necessary complement to 401(k), 403(b), or pension plans
3-click enrollment in under 2 minutes
Easy enrollment process leads to very high adoption rates
Employer match & bonus capability
Clients have ability to match and provide flexible non-ERISA incentive structure
Industry-leading adoption rates
25.7% of employees contribute more than they need to match
The vast majority of funds stay in employees' ESAs each month
A partnership with SecureSave can offer you the following...
Where your business send leads over to SecureSave and receives preferred pricing
A co-signed agreement where the referring company receives revenue share if the lead purchases SecureSave
Based on clients who launch SecureSave, partner receives a percentage of program revenue earned
Experts from our team as both your main point of contact and providing support to your clients during implementation
Understand the impact of your clients' emergency savings programs with detailed reporting
Co-branded content with SecureSave marketing team and sales support from SecureSave's sales team
Employer-sponsored emergency savings accounts are the perfect complement to retirement plans
With SECURE 2.0, an ESA solution is now a necessity
Provides your business an additional profit center
Provides a more actionable, holistic financial wellness offering for your clients
Improves financial health of LMI employees
Increases ongoing engagement by adding a sticky solution to your platform
The category-leading emergency saving solution
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
You control the deposits
Opportunity to be custodian of emergency savings funds or with a banking partner of your choice
Industry-leading adoption rates
25.7% of employees contribute more than they need to match
The vast majority of funds stay in employees' ESAs each month
SecureSave offers several partnership and integration options...
Co-branded employee- and employer-facing website with custom design elements
One seamless experience for your clients to administer the program
SecureSave can integrate to the level you want, including SSO capabilities
Experts from our team as both your main point of contact and providing support to your clients during implementation
Multiple levels of integration are available, from referral partnership to data sharing
Receive the reporting you and your clients need to see how emergency savings is working for them
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 business another profit center and opportunity to promote your products & services
Improves employee financial health of LMI employees
The category-leading emergency saving solution
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
You control the deposits
Opportunity to be custodian of emergency savings funds or with a banking partner of your choice
Industry-leading adoption rates
25.7% of employees contribute more than they need to match
The vast majority of funds stay in employees' ESAs each month
SecureSave offers several partnership and integration options...
Co-branded employee- and employer-facing website with custom design elements
One seamless experience for your clients to administer the program
SecureSave can integrate to the level you want, including SSO capabilities
An expert from our team to help you with any emergency savings needs at the beginning and throughout the process
Multiple levels of integration are available, from referral partnership to data sharing
Receive the reporting you and your clients need to see how emergency savings is working for them
Offer your customers a comprehensive suite of savings option with an ESA
An ESA is an integral part of a holistic menu of savings offerings for your clients and employees
Increases ongoing engagement by adding a “sticky” solution to your platform
Provides your business another profit center and opportunity to promote your products & services
Improves financial health of LMI employees
The category-leading emergency saving solution
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
Offer 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
Industry-leading adoption rates
25.7% of employees contribute more than they need to match
The vast majority of funds stay in employees' ESAs each month
SecureSave offers several partnership and integration options...
Co-branded employee- and employer-facing website with custom domains
One seamless experience for your clients to administer the program
SecureSave can integrate to the level you want, including SSO capabilities
Experts from our team as both your main point of contact and providing support to your clients during implementation
Multiple levels of integration are available, from referral partnership to data sharing
Receive the reporting you and your clients need to see how emergency savings is working for them
Offer your customers a comprehensive suite of savings option with an ESA
Become a custodian of ESA deposits for your clients and/or SecureSave platform
Expand banking offerings by participating in the untapped opportunity for ESA deposits
Provides an additional source of revenue
A low-cost way to acquire new banking customers
The category-leading emergency saving solution
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
Industry-leading adoption rates
25.7% of employees contribute more than they need to match
The vast majority of funds stay in employees' ESAs each month
SecureSave offers several partnership and integration options...
SecureSave can integrate to the level you want; including SSO capabilities
Co-branded employee- and employer-facing website with custom design elements
Your financial institution will custody the funds directly
Experts from our team as both your main point of contact and providing support to your clients during implementation
Dedicated support agents for any SecureSave-related inquiries
Including sub-ledger and necessary reporting for FDIC pass-through insurance
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.