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Fidelity Case Summary

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Fidelity is interested in partnering with health plans to grow their HSA portfolio. They envision partnering with BCBSMA to market their HSA to common customers, i.e., customers who use both BCBSMA for health insurance and Fidelity for their 401k. Increasing their HSA business is a strategic initiative supported at all levels in the organization including the CEO.
Matt Templeton facilitated the introduction and discussion with Fidelity on 11/28 at their offices in Boston. The meeting objective was to learn about their HSA offering and tour their Innovation Lab. We discussed Fidelity’s:
Work to develop and incubate their HSA strategy in their Innovation Lab
Focus to market their HSA as a triple tax benefit and an investment strategy to

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