SAVVI Financial

SAVVI Financial Access to personalized financial advice and actionable steps to reach your goals faster and get more out of life. Disclosures

Financial decisions are interconnected, yet most decision support tools are not.Healthcare elections, retirement savings...
06/02/2026

Financial decisions are interconnected, yet most decision support tools are not.

Healthcare elections, retirement savings, emergency savings, voluntary benefits and more all impact an employee’s financial future in a compounding way.

In the upcoming HVBA webinar, Jake Aldrich and Ben Yomtoob will discuss how employers can move beyond siloed benefits education and toward personalized, intelligent financial guidance that meaningfully drives better outcomes.

Thursday, June 4, 1:00 PM EST

Save your spot now: c37da68a-6641-4dca-b31a-8fc0b5c6dbc3@aa9f05d8-b85b-4883-a40e-92fe32f22469" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/c37da68a-6641-4dca-b31a-8fc0b5c6dbc3@aa9f05d8-b85b-4883-a40e-92fe32f22469

Introducing SelectSmart 2026.Open enrollment is complicated, disconnected, and frustrating for employees trying to make ...
06/01/2026

Introducing SelectSmart 2026.

Open enrollment is complicated, disconnected, and frustrating for employees trying to make informed financial decisions.

SelectSmart 2026 builds on SAVVI’s trusted decision intelligence foundation with:
-Survey-less enrollment guidance
-Expanded NextDollar optimization
-New AI Chatbot experience
-SAVVI Studio for easy onboarding and actionable insights

The result: faster, more connected financial guidance that helps employees make confident decisions.

Discover what’s coming this fall: https://www.savvifi.com/articles/introducing-selectsmart-2026-building-on-a-trusted-foundation-for-even-faster-financial-results

Excited to announce that Ben Yomtoob, Founder and Lead Consultant at BuckleyRoberts, will be joining Jake Aldrich as co-...
05/28/2026

Excited to announce that Ben Yomtoob, Founder and Lead Consultant at BuckleyRoberts, will be joining Jake Aldrich as co-host for next week’s webinar.

Don’t miss this opportunity to hear insights on the future of data-driven benefits and guidance.

Register Now: https://loom.ly/rbTh9z8

When employees make better decisions, outcomes don’t just improve, their lives change by building financial fortitude. S...
05/27/2026

When employees make better decisions, outcomes don’t just improve, their lives change by building financial fortitude.

SelectSmart delivers proven impact for employees and employers.

Connect with us to preview SelectSmart 2026.

Employees are making benefits and financial decisions in silos, and it is costing them (literally).Join us for the HVBA ...
05/21/2026

Employees are making benefits and financial decisions in silos, and it is costing them (literally).

Join us for the HVBA upcoming webinar with Jake Aldrich to explore how data-driven, integrated guidance is helping employees make smarter decisions across benefits and healthcare for long-term financial wellness.

Register: c37da68a-6641-4dca-b31a-8fc0b5c6dbc3@aa9f05d8-b85b-4883-a40e-92fe32f22469" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/c37da68a-6641-4dca-b31a-8fc0b5c6dbc3@aa9f05d8-b85b-4883-a40e-92fe32f22469

Most tools still treat benefits, retirement, and pay decisions in isolation.SelectSmart brings it all together, using ex...
05/20/2026

Most tools still treat benefits, retirement, and pay decisions in isolation.

SelectSmart brings it all together, using existing data to deliver instant, personalized decisions with no guesswork required.

Connect with us to preview SelectSmart 2026.
https://www.savvifi.com/products/selectsmart

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465 Waverley Oaks Road , Ste 315
Waltham, MA
02452

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Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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