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Employer Solution

All-In-One Financial Guidance for Your Workforce

Benefits decisions are the first step on your employees’ path to financial success. From fast, survey-less enrollment to building retirement income, SAVVI delivers smart, seamless, end-to-end guidance that meets each employee where they are. The result is stronger outcomes for your workforce, simpler benefits administration, and measurable savings for your organization.

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4.1x

Employer ROI2
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Meet SAVVI. The First End-to-End Financial Guidance Platform

Deliver measurable ROI with the first complete, data-driven financial guidance platform for your workforce. SAVVI streamlines benefits strategies, helps employees make smarter financial decisions, and drives proven results for your organization.

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$500+

Employee Average Annual Savings2

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100%

Increase HSA Enrollment6

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138%

Increase HDHP Enrollments3

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$200K+

Employer Annual Savings2

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185%

Increase in Hospital Indemnity Insurance Participation5

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218%

Increase in Critical Illness Insurance Participation5

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289%

Increase Supplemental Insurance Elections4

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Every Step, Every Stage: A People-Centered Journey

Stand out with end-to-end, data-driven financial guidance, including our industry-first survey-less experience. From benefits enrollment to paycheck budgeting to retirement and beyond, SAVVI supports employees where, when, and how they need it.

Day One Decisions: Help new hires make smart benefit choices without the stress.

Life in Transition: From growing families to new jobs, guidance evolves with every change.

Retirement Ready: Show employees how today’s steps create tomorrow’s stability.

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Innovative Employer Solutions

SelectSmart: Survey-Less Benefit Guidance

Introducing the Industry’s First Survey-Less Personalized Experience! SelectSmart leverages existing data to deliver instant, personalized benefit recommendations, no lengthy questionnaires required. 

Why It Matters:
-Tailored comparisons across coverage, cost, and health account options
-Simplified decisions through instant, data-driven insights
-Amplified savings by guiding employees to optimal benefit selections
-Greater stability and confidence in financial and health choices

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NextDollar: Make Every Paycheck Work Smarter

NextDollar delivers intelligent, real-time guidance to help employees make the most of their pay, automatically optimizing how dollars are allocated across benefits, savings, and spending.

Why It Matters:
-Maximize tax efficiency
through smart use of pre-tax benefits
-Boost savings by aligning contributions with employer matches and personal goals
-Adapt to life changes with ongoing, personalized recommendations throughout the year
-Drive proactive behavior beyond open enrollment, improving financial outcomes and reducing HR strain

RetireSAVVI: Smarter Retirement Income Decisions

Help your employees turn savings into a reliable retirement plan. RetireSAVVI models Social Security, taxes, and market risk to deliver a clear path to retirement readiness.

Why It Matters:
-Completes the full financial journey, from benefits to retirement
-Builds confidence and satisfaction across your workforce
-Supports timely retirement and long-term financial security
-Drives measurable results for your organization through improved employee financial wellness

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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

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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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