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Cut Healthcare Costs and Maximize Savings, Wealth and Wellbeing with Smarter Benefit Choices. Learn more
Partner Solution
SAVVI Financial is rewriting the rules of financial decision making. Our innovative API-enabled financial engine powers personalized guidance, enhancing your offerings and driving growth. Let us help drive real results for your business.
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25+ years of producing positive financial outcomes, powered by advanced data science and MIT-trained experts:
Increase Supplemental Insurance Elections4
Increase HDHP Enrollment3
Increase HSA Enrollments6
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Employer ROI2
Deliver broader financial products and services your customers want.
Drive year-round engagement with personalized financial wellness solutions.
Improve enrollment in retirement plans and health savings accounts.
Guide customers towards cost-effective health plans and supplemental coverage.
Embed financial education and decision tools into existing infrastructure to create a more holistic experience.
Leverage data analytics to discover customer needs and refine business strategies.
Deliver broader financial products and services your customers want.
Drive year-round engagement with personalized financial wellness solutions.
Improve enrollment in retirement plans and health savings accounts.
Guide customers towards cost-effective health plans and supplemental coverage.
Embed financial education and decision tools into existing infrastructure to create a more holistic experience.
Leverage data analytics to discover customer needs and refine business strategies.
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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
Greater rate of switching from a PPO plan to a HDHP 1
Prefers supplemental health insurance coverage 2.
Employees Increase Retirement Savings Rate 1
Increased savings for employers 2
Empower channel partners to stand out in a competitive market with goal-driven recommendations for bundled employee benefit products. Whether targeting specific financial decisions or guiding clients through a full financial journey, SAVVI enhances the consumer experience
Power Financial Wellness or Workplace Benefits Exchanges with SAVVI's connectivity across platforms. Generate revenue through an open architecture product marketplace, offering curated products tailored to individual needs.
Drive participant engagement and increase AUM with scalable digital solutions for in-plan advice. Participants receive personalized retirement plans and managed account strategies, unlocking new revenue streams for partners.
Transition from a product-centric to a holistic, customer-centric approach with SAVVI's digital backbone. Promote user engagement through content, gamification, rewards, and personalized advice, creating a unified customer-focused experience.
Align insurance coverage with clients' needs and priorities using SAVVI's holistic, personalized, and agnostic advice. Empower advisors to provide transparent recommendations that demonstrate the "why" behind protection plans.
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Our mission is to provide high-quality financial advice to US households. We use scalable, customer-centric recommendation systems across financial areas like employee benefits, retirement, investments, health savings accounts, insurance, and annuities, empowering informed decisions at every financial stage.
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Learn more about how SAVVI can customize the right solution for you.
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