HSA Bank streamline Employer Onboarding Process Nationwide

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The Challenge

The HSA/Autymate initiative included the following challenges: 1) Facilitate DYI Employer/Employee Onboarding to reduce the assimilation process from Months to Days, thereby improving Partner Service Team Morale. 2) Optimize the Client Experience to improved Net Promoter Score (NPS) and generate additional monthly sales. 3) Automate Contract Term Enforcement to control and reduce exception corrections. 4) Create Mapping Automation to improved developer morale 5) Enable easy/automated data extraction legacy client systems 6) Facilitate SELF-SERVICE Functionality that allows Clients to fix small problems like missing values. INSERT PROBLEM SLIDE https://drive.google.com/file/d/1Le0Lmq3s0P1u327k77HFPTN6rI4qNdwg/view?usp=sharing

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