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SAVVI Financial

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SAVVI Financial Products (6)

   
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Benefits Decision Support

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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

400 eligible

Lives Serviced

600,000

Average Cost

Average Cost is Locked

32 RFI Questions RFI questions

RFI questions number is Locked

17 Specific Questions Specific Questions tooltip

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Product Features

✓

Optimized plan suggestions

✓

Premium cost tier calculation

✓

Calculation of estimated cost

✓

Regional cost modifiers

✓

Plan comparison table

✓

Virtual enrollment advisor

Show All Features

Product Features

×
✓

Optimized plan suggestions

✓

Premium cost tier calculation

✓

Calculation of estimated cost

✓

Regional cost modifiers

✓

Plan comparison table

✓

Virtual enrollment advisor

✓

Plan change navigation

✓

Benefit education modules

✓

Medical claims support

✓

Digital benefits tools

✓

Personalized targeted emails

✓

Chatbot

✓

Virtual benefit fairs

✓

Annual communication

✓

New hire communication

✓

Automated life event communication

Not Provided.

SAVVI Financial Info

Founded:

2013

Funding Summary:

Not Provided

Location:

Waltham, MA

Links:

Employees:

25
Savvi Financial is a leading provider of personalized financial guidance solutions, enabling individuals and employees to make informed decisions and achieve their financial goals. Our data-driven platform simplifies complex choices, reduces financial stress, and maximizes benefits ROI. SAVVI provides: Personalized... Show More

About this vendor

×
Savvi Financial is a leading provider of personalized financial guidance solutions, enabling individuals and employees to make informed decisions and achieve their financial goals. Our data-driven platform simplifies complex choices, reduces financial stress, and maximizes benefits ROI. SAVVI provides:
Personalized Recommendations: Tailored guidance on everything from budgeting and investing to insurance and retirement planning.
Data-Driven Insights: Clear, actionable insights to help you understand your financial health and make smarter decisions.
Proven Results: Increased employee satisfaction, engagement, and financial well-being.
Seamless Integration: Easy implementation with existing benefits platforms.
Holistic Approach: We address all aspects of financial wellness, both inside and outside the workplace.

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