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Financial Wellness
SAVVI provides tailored guidance for all the important financial milestones, from building an emergency fund to achieving your retirement goals. Through a blend of education, benchmarking, planning and actionable steps, SAVVI helps build a solid financial foundation, creating greater security and confidence for the road ahead.
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Reduce employee stress and boost confidence, action and satisfaction with SAVVI Financial Wellness:
Employees requesting a financial wellness program9
Report reduced stress and increased employer loyalty8
Report improved mental and emotional wellbeing8
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Reduction Employee Absences8
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SAVVI’s financial guidance solutions help me provide benefits experiences not offered by other brokers. Their data-driven insights and personalized solutions are a real game changer.” Elizabeth Cunningham
Senior Account Manager, USI Insurance Services
SAVVI is powering distinct financial guidance experiences at Voya, propelling us to be industry leaders. Their guidance engine is helping our customers feel more confident in their financial decisions, leading to happier and healthier customers - that’s way more powerful than just pushing products.
VP, Consumer Driven Health, Voya Financial
SAVVI’s financial guidance solutions help me provide benefits experiences not offered by other brokers. Their data-driven insights and personalized solutions are a real game changer.
Senior Account Manager, USI Insurance Services
SAVVI has revolutionized the way we approach employee benefits. The financial guidance for our employees has empowered our employees to make smarter benefit choices. It's been a game-changer for our organization
Vice President, HR Operations, Dynata
Having SelectSmart available during the enrollment process helped me effectively analyze the options available to me and confidently make a selection for my family. It has proven to save me money over time. I would highly recommend utilizing the tool as a second set of eyes.
SelectSmart User
SAVVI personalized financial guidance helps individuals build a solid financial foundation, increase savings, and achieve peace of mind. What sets us apart:
Education modules build learning and better money habits
See all your finances in one place.
Track spending and savings vs. similar households.
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Get a personalized plan to reach your goals.
Lower taxes and safeguard your family's future.
Top-notch encryption keeps your data safe.
Ongoing monthly tips and alerts to buildpositive financial habits.
Receive a step by step plan to reach financial goals.
Build financial confidence with simpleengaging education modules.
Ongoing monthly tips and alerts to buildpositive financial habits.
Receive a step by step plan to reach financial goals.
Build financial confidence with simpleengaging education modules.
Videos: Short, easy-to-follow lessons.
Guides: Quick reference for key takeaways.
Quizzes: Review and test your knowledge.
SAVVI creates a unique plan tailored to your goals, helping you navigate complex decisions and achieve financial wellbeing.
Learn: Build confidence with simple financial lessons.
Organize: See all your finances in one place.
Understand: Get personalized tips to spend, save, and protect smarter.
Plan: Follow a step-by-step guide to reach your goals.
Trust: Bank-level security for your peace of mind.
Engage: Monthly tips keep you on track and motivated.
Standalone solutions can be quickly launched, backed by comprehensive support and proven strategies.
Flexible API implementation makes in-depth integration seamless for your company and customers.
Customized design, build and launch that exceed company goals and needs.
Stay informed with the latest insights, research, and trends.
Learn more about how SAVVI can customize the right solution for you.
schedule demoSAVVI Financial Wellness is a personalized financial guidance platform that helps employees improve their financial wellbeing through education, planning, goal tracking, benchmarking, and actionable recommendations. The platform supports employees throughout their financial journey, from budgeting and emergency savings to retirement preparation.
Many financial wellness programs focus primarily on education. SAVVI combines education with personalized guidance, goal-based planning, and actionable next steps. Rather than simply teaching financial concepts, SAVVI helps employees apply those concepts to their unique financial situations.
Employees can create and track financial goals such as building an emergency fund, increasing retirement savings, preparing for major life events, protecting their family's financial future, and improving long-term financial security. The platform provides personalized guidance and action plans designed to help employees make measurable progress toward achieving these goals.
SAVVI uses data science, financial optimization, and personalized planning to evaluate an individual's financial situation and provide recommendations tailored to their goals, resources, and priorities. The platform is designed to simplify complex financial decisions and turn them into actionable steps.
Yes. Employees have access to educational resources including videos, guides, quizzes, financial learning modules, and ongoing financial tips. These resources are combined with personalized guidance to encourage both learning and action.
SAVVI provides ongoing tips, alerts, educational content, personalized recommendations, and goal tracking tools that help employees establish positive financial habits and stay focused on long-term financial success.
The SAVVI Financial optimization engine is a decision intelligence platform developed to support complex financial decisions. For more than a decade, it has helped guide over 850,000 employees across benefits, financial wellness, savings, and retirement planning. RetireSAVVI applies this same optimization technology to retirement income planning, helping participants identify personalized strategies based on their unique financial situation.
Financial stress can contribute to anxiety, reduced productivity, absenteeism, and lower workplace engagement. Financial wellness programs help employees build confidence, reduce financial stress, and improve overall wellbeing.
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