Case Study

Myth busting: Personalized engagement doesn't have to be a headache

Myth busting: Personalized engagement
doesn't have to be a headache

Myth busting: Personalized engagement doesn't have to be a headache

Pages 8 Pages

Consolidated Admin Services, a third-party administrator and long-standing WEX partner, prioritizes participant education and personalized service but struggled with broad, labor-intensive HSA communications. During peak periods like open enrollment, generic messaging hindered engagement and retention goals. WEX Consumer Pathways revolutionized this by leveraging AI for automated, targeted personalized engagement—delivering tailored information that simplifies HSA complexities, boosts participation, and eliminates manual headaches. This smart strategy transforms outreach from a challenge into an efficient driver of participant retention and satisfaction.

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