SAN FRANCISCO – Canopy Financial is partnering with Wolters Kluwer Financial Services to integrate its Health Savings Account (HSA) technology platform with Wolters Kluwer’s new HSA management system to make Canopy’s healthcare banking platform available to all banks and credit unions.
Through the partnership, Canopy’s HealthDirect HSA technology platform has been integrated into Wolters Kluwer Financial Services’ new HSA Director, an HSA management system that provides financial institutions and their commercial and retail clients HSA enrollment and management capabilities.
HSA Director will be marketed to financial institutions nationally, and the product will make the healthcare banking platform, which services and supports the HSA programs of several Fortune 500 financial institutions and healthcare companies, available to all banks and credit unions for the first time.
“As the HSA market continues to accelerate, financial institutions are increasingly offering these types of accounts to the employer and consumer clients they service,” said Luis Doffo, senior vice president of Canopy Financial.
Canopy Financial provides technology software that connects healthcare and financial services.
Wolters Kluwer, headquartered in Amsterdam, Netherlands, is a global information services and publishing company. It provides products and services for professionals in the health, tax, accounting, corporate, financial services, legal and regulatory sectors.



