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Cut Healthcare Costs and Maximize Savings, Wealth and Wellbeing with Smarter Benefit Choices. Learn more
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
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
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.
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