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SAVVI Financial

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SAVVI Financial Products (7)

   
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Benefits Decision Support

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Benefits Navigation Platform

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Retirement Plan Consulting

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Financial Coaching

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Financial Education

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Financial Wellness

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Well-being Education & Content

Product Description

SelectSmart Simplifies Smart Benefit Choices: From healthcare to retirement, SelectSmart makes choosing the right benefits easier than ever for employees. By analyzing employee needs and budgets, it compares options and delivers tailored bundles designed to maximize return on investment (ROI). The result is simplified decisions, amplified savings, and enhanced satisfaction... Show More

About this product

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SelectSmart Simplifies Smart Benefit Choices: From healthcare to retirement, SelectSmart makes choosing the right benefits easier than ever for employees. By analyzing employee needs and budgets, it compares options and delivers tailored bundles designed to maximize return on investment (ROI). The result is simplified decisions, amplified savings, and enhanced satisfaction for employees and employers alike—backed by proven ROI. The process is simple and streamlined. First, collect employee goals and information to gain insights into their specific needs. Then, guide employees through an optimized selection process, presenting curated benefit options for their review. Finally, enroll with ease, thanks to integrated tools that allow for seamless, one-click enrollment. With SelectSmart, the path to better benefits is clearer, faster, and smarter.

Min. Group Size

300 eligible

Lives Serviced

1,000,000

Average Cost

Average Cost is Locked

32 RFI Questions RFI questions

RFI questions number is Locked

17 Specific Questions Specific Questions tooltip

Lock

Product Features

✓

Optimized plan suggestions

✓

Premium cost tier calculation

✓

Calculation of estimated cost

✓

Regional cost modifiers

✓

Plan comparison table

✓

Enrollment expert consultation

Show All Features

Product Features

×
✓

Optimized plan suggestions

✓

Premium cost tier calculation

✓

Calculation of estimated cost

✓

Regional cost modifiers

✓

Plan comparison table

✓

Enrollment expert consultation

✓

Plan change navigation

✓

Benefit education modules

✓

Digital benefits tools

✓

Personalized targeted emails

✓

Chatbot

✓

Virtual benefit fairs

✓

Annual communication

✓

New hire communication

Not Provided.

SAVVI Financial Media

SAVVI Financial video/presentation/materials Play

SAVVI Financial Info

Founded:

2013

Funding Summary:

Not Provided

Location:

Waltham, MA

Links:

Employees:

25
ONE PLATFORM. END-TO-END INTELLIGENT FINANCIAL DECISIONING. From open enrollment through retirement, SAVVI Financial delivers personalized, data-driven financial guidance that helps employees make optimal decisions across their entire financial lifecycle. Unlike traditional tools that rely on education or static recommendations, SAVVI... Show More

About this vendor

×
ONE PLATFORM. END-TO-END INTELLIGENT FINANCIAL DECISIONING.
From open enrollment through retirement, SAVVI Financial delivers personalized, data-driven financial guidance that helps employees make optimal decisions across their entire financial lifecycle.
Unlike traditional tools that rely on education or static recommendations, SAVVI uses advanced analytics and robust optimization to generate precise, individualized guidance, urning complex financial and benefits decisions into clear, actionable steps.
The SAVVI platform improves outcomes at every stage, helping employees maximize the value of their benefits, optimize their paycheck, and build long-term financial security, while driving measurable ROI for employers.

SAVVI delivers:
-True Personalization at Scale: Dynamic, individualized recommendations across benefits, healthcare, savings, and retirement, no surveys or guesswork required.
-Decision Intelligence Powered by Data Science: Advanced modeling and optimization engines that identify the best financial path for each individual, not just “good” options.
-Measurable Outcomes: Increased employee engagement, improved financial well-being, and reduced benefits waste, backed by data.
-Seamless Ecosystem Integration: Flexible deployment across leading benefits platforms, ensuring a frictionless experience for employers, brokers, and employees.
-Financial Optimization: Guidance that extends beyond enrollment, supporting smarter decisions year-round across healthcare, spending, saving, and retirement.

SAVVI Financial Clients

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