UMB Launches Online HSA Management Tool for Business Partners

UMB Launches Online HSA Management Tool for Business Partners

KANSAS CITY, Mo.--(BUSINESS WIRE)-- UMB Healthcare Services, a division of UMB Financial Corporation (NAS: UMBF) , announced today the launch of its industry-leading UMB Business Partner Portal (portal), an online tool created to help business partners, including brokers, agents and consultants, better serve their employer clients. The portal includes a convenient dashboard view of account information, enhanced reporting functionality and sophisticated data analysis, allowing brokers/agents to create a customized approach for each employer's HSA program.

"The portal has an intuitive design that provides business partners with real-time access to their employer groups' account information, which allows them to answer client questions with a click of a mouse," said Dennis Triplett, CEO of UMB Healthcare Services. "Our ultimate goal is to offer a tool that makes data reporting and analysis a seamless process, while providing additional resources to our clients such as communication and educational resources."

Portal features, include:

  • Dashboard view with a real-time snapshot of all employer groups at one time.

  • Ability to view detailed account information for each employer group, including open, pending and future-dated accounts.

  • Ability to access detailed monthly reporting for every employer group as well as run custom aggregated reports.

  • Reporting tools that perform a variety of functions such as sorting key accountholder information and providing average account balances, to monitoring contribution and distribution activities, regardless of size of account.

Allowing business partners to take a more strategic role with their employer groups was the top priority in designing the portal. Business partners now have immediate access to extensive marketing resources, such as award-winning accountholder materials and benefits communication toolkits. UMB's Benefits Communication Toolkits provide tools and resources to help employers increase HSA program participation through employee education and well-planned communication.

"We are excited to offer the first comprehensive business partner portal in the HSA industry," said Triplett. "This portal helps enhance the visibility of our business partners and the services they offer, while demonstrating our commitment to better equipping partners and the employers they serve."

About UMB:

UMB Financial Corporation (NAS: UMBF) is a financial services holding company headquartered in Kansas City, Mo., offering complete banking, payment solutions, asset servicing, healthcare services and institutional investment management to customers. Its banking subsidiaries own and operate banking and wealth management centers throughout Missouri, Illinois, Colorado, Kansas, Oklahoma, Nebraska and Arizona. Subsidiaries of the holding company and the lead bank, UMB Bank, n.a., include mutual fund and alternative investment services groups, single-purpose companies that deal with brokerage services and insurance, and a registered investment advisor that manages the company's proprietary mutual funds and investment advisory accounts for institutional customers. For more information, visit or follow us on Twitter at @UMBBank, Facebook at and LinkedIn at

UMB Financial Corporation
Kristin Kovach, 816-423-6131

KEYWORDS: United States North America Kansas Missouri


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