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SAVVI guidance has helped over 600,000+ 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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The Power of SAVVI

10+ years of producing positive financial outcomes, powered by advanced data science and MIT-trained experts

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1 in 5

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Increase in
Retirement Savings11

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$1.6M+

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Total Employee
Savings2

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100%

Health Savings
Account Enrollments3

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$200K+

Employer Annual Savings2

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230%

Increase Supplemental Insurance Elections4

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1in 5

Increase in
Retirement Savings11

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$1.6M+

Total Employee
Savings2

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100%

Health Savings
Account Enrollments3

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$200K+

Employer Annual Savings2

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230%

Increase Supplemental Insurance Elections4

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Guidance for Life:
From Benefits to Retirement and Beyond

How We Do It
SAVVI uses data science and advanced optimization to transform complex financial tradeoffs into clear, personalized guidance. In just minutes, employees get tailored recommendations that fit their unique needs, from choosing benefits to planning retirement.

Why It Matters for Employees
SAVVI guidance is effortless and immediate, making employees far more likely to use it, and act on it. They get answers that fit their unique needs without the hassle, enabling them to make decisions that protect them today and build lasting financial strength for tomorrow. The result? More confident, resilient, and engaged employees at every stage of life.

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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

As Featured In

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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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