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Insights and research

Connect your health and finance.

Explore perspectives on innovation and practical applications of data and analytics in health care and financial wellness.

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Health Finance Journey Model

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Health Finance Journey Model and 5 Stage Pathways

This atticle introduces an advanced version of the Optum Bank®proprietary engagement tool, the Health Finance Journey™ model and the 5 Stages of Health Saving and Spending, Pathways level.

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5 Stages of Health Saving and Spending

Discover how Optum Bank has advanced its predictive engagement model to a new level of sophisticated analytics.
 

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Your HSA and retirement

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Use your HSA as a retirement vehicle

This article details survey findings and provides recommendations from leaders at Optum Bank and Empower Retirement for encouraging retirement health care savings with an HSA.

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Connecting health and finance (your money)

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Financially preparing for a chronic condition

Learn about the emotional impact of chronic care and how deeply intertwined health and finances are.
 

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The marriage of health and money

See how Optum Bank is working to end consumer confusion by introducing analytics, technology and a digital experience.

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Understanding how an HSA works

Discover how an HSA can help you manage health care costs now and in the future.
 

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