SAVVI Financial

10/23/2026

Thanks HR Tech, for a great conference filled with valuable learning and meaningful partner conversations with Voya, Benefitfocus, PlanSource, Claritev, and more! There was even a little karaoke fun along the way.

We came away with new insights and great conversations to share with the team. It was an excellent event, and we’re already looking forward to what’s next!

10/22/2026

Better benefit decisions = Less burden on HR

By embedding SelectSmart survey-less guidance directly into the enrollment experience, organizations can help employees make more informed benefit decisions while making benefits administration easier for HR.

The results speak for themselves: 70% fewer benefit-related calls and 4.5/5 user satisfaction.

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

10/19/2026

If you're attending HR Tech this week, be sure to visit the SAVVI Financial team!

Stop by Booth #8204 to see how personalized guidance can improve the benefits utilization, financial outcomes and employee satisfaction.

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