SAVVI Financial

09/03/2026

Not every AI system is built to make decisions. In a new AI Journal feature, Alex Sauer-Budge explains why enterprise AI needs to go beyond question-answering chatbots.

“Organizations rarely need plausible responses; they need reliable decisions.”
-Alex Sauer-Budge, SAVVI Financial Co-Founder,�Chief Technology Officer

For financial guidance, that means AI needs more than language generation. It needs context, constraints, governance, optimization, and a system designed to support better decisions.

Read Alex’s full article here: https://aijourn.com/why-enterprise-ai-needs-decision-systems-not-just-language-models/

09/02/2026

Employees don't just need better information, they need smarter guidance.

Nearly half of employees (46%) made a financial decision in the past year they later regretted.

Even more concerning? 42% said they had no way of understanding how that decision would impact their broader financial picture.

Explore the cost of incomplete guidance in our Finances on Fire research report: https://www.savvifi.com/spotlight

09/01/2026

The retirement industry has spent decades helping participants build their savings. The next challenge is helping people turn those retirement savings into sustainable income.

SAVVI recently helped a Top 10 recordkeeper deliver personalized, survey-less retirement income guidance to 900,000+ participants. The result was stronger participant engagement, more retirement actions, and a proven strategy for in-plan asset retention.

Read the full case study: https://loom.ly/8AsqHpU

08/31/2026

Employees are stressed about money, and they are turning to AI for answers.

A recent 401(k) Specialist feature highlights how economic pressures are driving the workforce toward artificial intelligence for financial support. For employers, this trend is a massive opportunity to deploy secure, personalized AI that actually connects to your benefits package.

Read the full article: https://401kspecialistmag.com/employees-face-financial-stress-as-more-turn-to-ai-for-support/

AI and Financial Advice are changing how employees manage money, with most preferring AI support alongside human expertise.

08/28/2026

Financial stress is widespread, but what’s driving it is far less universal. For one employee, rising everyday expenses may be making it harder to build emergency savings. For another, healthcare or childcare costs may be squeezing an already tight budget. For someone else, debt may be getting in the way of longer-term goals.

For employers looking to address financial stress, simply offering more resources isn’t enough. Employees need help understanding what actions make sense based on their individual circumstances and pressures.

SAVVI’s latest research report explores what’s driving financial stress in 2026 and the opportunity employers have to provide more meaningful support: https://loom.ly/j3Uv00E

08/27/2026

Financial pressure is rising, but employees aren’t disengaged from their finances, they are looking to employers for answers. The opportunity is helping them turn those answers into better decisions.

Read the full Yahoo! Finance article: https://finance.yahoo.com/small-business/articles/financial-pressures-rising-employee-confidence-130000766.html

08/25/2026

AI can give you an answer, but can it help you make the right decision? Alex Sauer-Budge tackles that question in his latest Unite.AI opinion piece, exploring why the future of AI financial guidance isn’t about generating more answers. It’s about building better decision systems.

“The future of financial guidance will belong not to the systems that generate the most answers, but to the systems that help people make the best decisions.” - Alex Sauer-Budge, SAVVI Co-Founder and CTO

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

Artificial intelligence has quickly become the first stop for many of life's questions. People use AI to draft emails, summarize articles, plan vacations, and research major purchases. They're also using it to make decis...

08/24/2026

Last week, Jake Aldrich joined HVBA for the 2026 HVBA Innovation Summit in Tampa.

From insightful speakers and great conversations to a fun casino night, it was a great opportunity to learn, connect, and share ideas with others across the benefits community. Thanks HVBA for creating such a strong community and platform for learning and connection. We’re already looking forward to the next one!

08/20/2026

Open enrollment shouldn’t require employees to complete a survey just to get useful guidance.

SelectSmart 2026 delivers personalized, benefit recommendations using data employers already have, giving employees immediate guidance without the extra questions.

That’s what makes SelectSmart 2026 different: survey-less guidance that’s personalized to each employee.

Thanks to CFOtech for highlighting SelectSmart 2026 Release

Read the article: https://cfotech.news/story/savvi-launches-selectsmart-2026-for-benefits-decisions

08/19/2026

Saving for retirement is getting harder as health care and benefit costs rise. In a new Wealth Management feature, SAVVI’s Chris Moran shares why the industry needs to give participants better tools to make smarter financial decisions.

Read the full article: https://www.wealthmanagement.com/rpa-news/401k-record-keepers-face-fee-pressure-wealth-push