SAVVI Financial

07/17/2026

More education does not equate to better financial decisions.

Employees are asked to navigate complex choices around healthcare, savings, protection, and retirement but lack actionable guidance that helps connect the dots.

In the latest Voluntary Advantage magazine, Ben Yomtoob explores why personalized benefits guidance is becoming essential for helping people make confident decisions: https://heyzine.com/flip-book/438484c6b9.html /13

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07/15/2026

Employees need guidance that shows them how their financial decisions intersect. Financial stability isn’t built on any single decision or goal but across four relational pillars:

Liquidity
Cash Flow
Protection
Progress

To view any pillar in isolation results in suboptimal financial decisions that compound over time. Read more from Chris Moran: https://www.savvifi.com/articles/the-4-pillars-of-financial-stability

07/14/2026

Employees are turning to AI for financial guidance, but that's not the biggest surprise. We surveyed 600+ employees about money, workplace benefits, and AI, and the results reveal a growing guidance gap:

-46% made a financial decision they later regretted.
-41% turned to AI for financial guidance, more than those who used their HR or benefits portal.
-Yet 68% still trust employer-sponsored guidance more than any other source.

The takeaway? Employees don't just want information, they want personalized guidance that helps them make smarter financial decisions.

Today we're releasing Finances on Fire: How Employees Are Navigating Financial Decisions in the Age of AI.
Download the research now: https://www.savvifi.com/spotlight

07/13/2026

Stand alone, or embedded, SAVVI meets your employees where they interact with benefits.

Watch our recent webinar to learn more from Ben Yomtoob and Jake Aldrich:
https://loom.ly/rbTh9z8

07/10/2026

The connection between everyday financial decisions and retirement readiness is often overlooked.

Chris Moran highlighted an important reality: rising healthcare and benefit costs can make it difficult for households to prioritize retirement savings. Personalized guidance and smarter tools can help close that gap and improve outcomes for employees at every stage of their financial journey.

Read more in the latest @​​wealthmanagement-com: https://www.wealthmanagement.com/rpa-news/401k-record-keepers-face-fee-pressure-wealth-push

Record keepers grapple with declining fees while eyeing wealth management opportunities for over 100 million participants

07/09/2026

Most people are not struggling with personal finances for lack of effort, they are struggling because financial decisions and the supporting guidance that informs them are scattered across benefits, payroll, savings, healthcare, and retirement.

On a recent CEO.com Podcast, Gina Mourtzinou shares how AI and decision intelligence can help people make more informed decisions in the moments that matter most.

Listen to the podcast now:
https://www.ceo.com/c/podcast/savvi-financial-co-founder-ceo-gina-mourtzinou-how-ai-is-transforming-financial-wellness

Dr. Gina Mourtzinou is the co-founder and CEO of Savvi Financial, a fintech company focused on helping employees make smarter financial decisions through personalized analytics and planning tools. Drawing on her background as an MIT-trained engineer an...

07/08/2026

SelectSmart transforms fragmented employee decisions into cohesive guidance using existing data that eliminates the need for manual surveys or guesswork.

This shifts enrollment from an education challenge to an opportunity to improve employee experiences and financial outcomes.

Contact us to Demo SelectSmart 2026 https://loom.ly/9BTS4pg

07/06/2026

For more insights from Jake Aldrich on optimizing the impact of employee benefits, watch the HVBA - SAVVI Webinar Now: https://loom.ly/rbTh9z8

07/04/2026

Happy Fourth of July from all of us at SAVVI!

07/01/2026

What does it take to build AI people can trust with financial decisions?

In his latest interview with Unite.AI, Alex Sauer-Budge, Co-founder & CTO of SAVVI Financial, shares why the future isn't about more AI, it's about better decision systems that help people make smarter financial choices.

Read the full interview:https://www.unite.ai/ai-financial-advice-decision-systems/