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JUST RELEASED - Blindfolded Benefits Research DOWNLOAD NOW
SAVVI guidance has helped over 600,000+ users1
SAVVI is redefining how employees navigate their most important financial decisions. From selecting benefits to building long-term financial security and retirement income, SAVVI transforms fragmented choices by delivering smart guidance at every step.
Are you ready to build lasting financial strength across your workforce?
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10+ years of producing positive financial outcomes, powered by advanced data science and MIT-trained experts
Increase in
Retirement Savings11
Total Employee
Savings2
Health Savings
Account Enrollments3
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Employer Annual Savings2
Increase Supplemental Insurance Elections4
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Increase in
Retirement Savings11
Total Employee
Savings2
Health Savings
Account Enrollments3
Employer Annual Savings2
Increase Supplemental Insurance Elections4
.png)
SAVVI uses data science and advanced optimization to translate complex financial tradeoffs into clear, hyper-personalized guidance. We guide employees to make smarter decisions that protect them today and build lasting financial strength for the future. By supporting the full financial footprint, we make resilience and confidence accessible to all.
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SAVVI supports employees through every stage of their financial lives. With personalized, actionable guidance, we help them make the most of every paycheck, reach everyday goals, and confidently prepare for the future.
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Optimize employees' selections. Increase satisfaction. Make every benefit count.
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Maximize employer matches, tax benefits, and savings progress, all year long.
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Build and track household financial goals for smart, confident decisions.
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Personalized, actionable guidance for rollovers, income planning, and more.
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Financial decision support isn't just offering options, it's empowering individuals to confidently choose what's best for their unique life goals. SAVVI Financial is helping Benefitfocus radically simplify the benefit enrollment journey
President, Benefitfocus
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
More working Americans are turning to their employers for help when it comes to their financial wellness goals. SAVVI guidance is an important piece that helps bring together our Health Solutions and Wealth Solutions businesses into one seamless customer experience.
CEO, Workplace Solutions, 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
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Stay informed with the latest insights, research, and trends.
Learn more about how SAVVI can customize the right solution for you.
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