Financial Institutions
While trying to achieve sustainable growth, financial institutions are facing complications and new obstacles. They must constantly assess their compliance efforts as well as product, operational, and engagement strategies to stay ahead of constantly changing consumer expectations and stakeholder requirements.
OCA can help financial institutions acquire deposits, expand into new markets, and strengthen commercial relationships.
Through a partnership with OCA, financial institutions can launch a market-leading HSA product, as well as additional strategic consumer-directed products, with confidence and efficiency. Our transparent business model is built around flexible partnerships allowing our financial partners complete control. Whether you want to promote your own branded product through our white label program or achieve exceptional speed-to-market through a co-branded partnership, OCA can help you reach your goals.
Flexible & Compliant Administration
Consumer-Empowered Healthcare
Our flexible and innovative CEH platform (including FSAs, HRAs, HSAs, and more) is the clay you need to mold your unique product strategies – including complete support for enrollment, complex plan design, debit cards, integration, engagement, and beyond.
COBRA
Our COBRA administration platform was purpose-built to support the unique needs of large and complex employers. Built by a highly experienced team, and driven by input from our client advisory board, our COBRA solution delivers maximum efficiency, flexibility and scalability.
ERISA Compliance
Our ERISA compliance services include Wrap Documents, 5500 Filing, ACA Reporting, Premium Only Plans, and more! With over forty years of compliance and technical expertise, our ERISA team helps employers navigate the complex world of employee benefits.
Our flexible business model is built around partnerships.
Whether you want to promote your own branded product through our white label program or achieve exceptional speed-to-market through a co-branded partnership, OCA can help you reach your goals.
Our ProductsWe look to create win/win/win relationships
Your Brand at the Forefront
Our white-label model makes your brand the hero, with no trace of OCA behind the scenes.
Flawless Implementation and Conversion
High-quality conversion delivered on time, on budget and with minimal disruption to your clients.
Reliable & Secure Integrations
OCA’s integration of claims systems and member channels enable payers to position a single account experience.
Compliant Administration
We’ve also surrounded our firm with whom industry experts consider the preeminent legal counsel in our industry, Alston & Bird.
Simplified Client Experience
We remove complexity and simplify decision-making by connecting health and wealth resources in one intuitive, easy-to-navigate experience.
Rigorous Performance Measurement
Unmatched product innovation and investments, driven by client input, that enable your key business priorities.
Sales Support
Growth-focused resources available to help with tactical sales support activities (demos, RFPs, finalist meetings and more).
Schedule a Demo with OCA
We’ll help deliver the experience and business results you’re looking for.