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Trusted by more than 1.5 million users1

Financial Fortitude 
Begins in the Workplace

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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Proven Impact

Personalized retirement guidance turns uncertainty into action.

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64%

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Worry Their Savings Won’t Be Enough11

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930K+

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Participants Guided12

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12%

Increased Retirement Contributions12

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50%

Plan to Take Financial Action 13

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70%

Would Use retireSAVVI Again13

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64%

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Worry Their Savings Won’t Be Enough11

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930K+

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Participants Guided12

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12%

Increased Retirement Contributions12

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50%

Plan to Take Financial Action 13

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70%

Would Use retireSAVVI Again13

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The SAVVI Edge: Turning Data Into Direction

SAVVI takes a different approach to financial guidance, built on cutting-edge technology and a commitment to clear, simple direction. Unlike generic advice tools, our platform uses data science and advanced optimization, developed by MIT PhDs, to transform complex financial trade-offs into clear, personalized guidance.

Why Choose SAVVI:
Intuitive: An intelligent platform that connects employees to clear comparisons, real-time insights, and year-round guidance at every stage of life.
Instant: Existing data powers personalized recommendations fast, so employees make optimized financial decisions without surveys or wasted time.
Integrated: Seamless API connections with BenAdmin partners unify benefits data and financial guidance into one powerful, streamlined experience.
Impactful: Employees gain confidence and reduce financial stress, while employers see measurable impact: higher engagement, greater satisfaction, and business cost savings.

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One End-To-End Solution Helps Every Dollar Go Further

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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Maximize Employer Benefits ROI

Smarter plan choices. Happier employees. Every dollar working harder.

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Drive Year-Round Paycheck Savings

Boost employer matches, reduce taxes, and grow savings, all year long.

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Strengthen Employee Financial Fortitude.

From stressed to secure, help employees build and grow their financial future.

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Optimize Employee Retirement Transitions

Reduce risk and boost satisfaction with personalized, actionable guidance for saving, rollovers, income planning, and more.

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Proven Success: What Our Customers Say

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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.

Nate Black

VP, Consumer Driven Health, Voya Financial

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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

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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

Eric McGahhey,

Vice President, HR Operations, Dynata

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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.

Kim D.

SelectSmart User

Trusted by Leading Platforms

SAVVI Awards & Achievements12

Lighthouse Tech Awards badge with a lighthouse icon at the top, text stating Total Rewards/Wellbeing Best Innovative or Emerging Tech Solution 2026 Winner, powered by Unleash, with a gold ribbon across the bottom.
Ragan HR Tech Hot List 2026 logo text with 'Ragan' in blue and 'HR TECH HOT LIST 2026' in bold blue and light purple letters.
Text reading 'WorkLife Awards' in white on a blue background.
Shortlister Top Vendor badge for Benefits Decision Support for Q3 2026, featuring a dark shield with a blue ribbon across it.
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Smart Solutions That Work
Together to Support Your Employees

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Ready to get started?

Learn more about how SAVVI can customize the right solution for you.

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