SAVVI Financial

10/16/2026

SAVVI is proud to partner with Claritev to bring together healthcare claims intelligence and financial Decision Intelligence, and helping employees make more informed benefits decisions during open enrollment.

By connecting real healthcare utilization with personalized financial guidance, employees can better understand their options, costs and trade-offs, and make choices that fit their needs.

Read more about the partnership: https://www.claritev.com/newsroom/claritev-savvi-healthcare-benefit-decision-support/

Discover how Claritev and SAVVI are transforming Healthcare Benefit Decision Support with personalized, claims-informed recommendations.

10/15/2026

Thank you HR Tech for highlighting SAVVI Financial’s Decision Intelligence debut next week!

Come visit SAVVI Financial at Booth #8204 to discover how we connect benefits, savings, and retirement decisions to drive better financial outcomes.

https://www.hrtechnologyconference.com/press-releases/scores-new-products-ready-launch-hr-tech-2026

10/14/2026

Welcome to the team, Kelsey Brazill. Kelsey joins SAVVI Financial as our new Head of Marketing, bringing a wealth of industry experience and a passion for storytelling and connecting with customers.

A fun fact about Kelsey: she’s lived in every U.S. state that starts with a C! She’s also a mom of two who also enjoys making time for gardening, reading, and sailing.

We’re excited to have Kelsey on board and look forward to what's ahead.

10/13/2026

Meet SAVVI Financial at HR Tech 2026!

Heading to Las Vegas? Be sure to stop by Booth 8204 to meet the SAVVI team and discover how we help employees make better benefits and financial decisions.

October 20–22, 2026
Mandalay Bay, Las Vegas

10/09/2026

Benefits guidance works best when it is embedded natively into where decisions actually happen.

By integrating SelectSmart directly into the enrollment path, SAVVI helped a client eliminate user friction while driving smarter coverage decisions and reducing HR benefit-related calls by 70%.

Read the case study: https://www.savvifi.com/articles/from-friction-to-financial-resilience-the-power-of-embedded-guidance

10/08/2026

Participants don’t see retirement, HSA, Social Security, taxes, and investments as separate decisions. They see one financial life. The retirement industry has built great products, but the next opportunity is connecting them around the decisions participants actually need to make.

Read more insights from Vinnie Allard on the importance of helping participants make better retirement decisions in the context of their total financial picture.

https://www.savvifi.com/articles/retirement-industry-insights-the-decumulation-disconnect

10/07/2026

Benefits elections and retirement savings are part of the same financial journey.

When employees understand how today's choices impact tomorrow's savings and retirement opportunities, they make smarter financial decisions.

Learn how to bridge the guidance gap between the two: https://www.savvifi.com/articles/bridging-the-gap-why-benefits-and-retirement-need-to-be-one-conversation

10/06/2026

SAVVI Financial has launched SelectSmart 2026, delivering survey-free, personalized benefits guidance. Powered by decision intelligence, SelectSmart instantly generates expert recommendations tailored to each employee by leveraging existing employer data.

SelectSmart 2026 builds on the same trusted technology to further reduce HR administrative burden and deliver measurable, year-round financial outcomes.

Read More: https://noah-news.com/savvi-financial-launches-survey-free-benefits-guidance-with-selectsmart-2026/

10/02/2026

Like most consumer experiences, LLMs are quickly becoming the first place people turn for financial guidance.

41% of employees turned to an AI tool vs. 39% who leveraged their employer provided resources. Even still, 68% trust an employer-sponsored financial guidance platform more than any other source.

This represents an opportunity for employers to deliver trusted guidance within the workflows and systems employees already leverage at work.

Learn More: https://www.savvifi.com/articles/employee-ai-statistics-2026-usage-trust-benefits-integration

10/01/2026

The impact of benefits decisions last long after open enrollment ends.

Insurance premiums can change how much an employee has available to save, pay down debt or put toward retirement. Looking at that decision in isolation misses the bigger financial picture.

SAVVI helps employees consider those tradeoffs and make informed benefits elections in the context of their broader financial priorities.

Chris Moran explores why looking at financial decisions together leads to better outcomes: https://loom.ly/odhK6rQ