Non-bank Health Savings Trustee focused on providing best-in-class health savings accounts (HSAs) for employees. The client’s HSA included access to Vanguard institutional class fund shares and a FDIC-insured savings account. The products end-users included Participants, Producers, Partners, Sponsors, and Administrators.
An outdated user design and siloed architecture resulted in the inability to provide a unified view of participant data, a lack of self-service capability, frequent end-user account lockouts, high support call volume, lack of confidence, and low customer satisfaction.
RTS designed an intuitive, secure, role-based interface that consisted of five different portals and an integrated back-end.
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