SAVVI Financial

06/25/2026

Employers have tried to alleviate financial stress amongst their workforce with generalized education about best practices or siloed financial calculators.

This falls short because the challenge isn’t individual behavior, it’s the broader environment people are making decisions within.

Chris Moran breaks down why financial stress is really a systemic design issue, not just related to personal circumstances.

Read More Here: https://www.savvifi.com/articles/financial-stress-is-a-system-design-problem

06/24/2026

Great technology is even more powerful when it works together. We're proud to partner with organizations like PlanSource to bring personalized, survey-less benefits guidance to more employees.

https://hrtechcube.com/benefits-decisions-cant-be-a-once-a-year-event/

06/23/2026

SAVVI is honored to be named to Ragan's 2026 HR Tech Hot List!

This recognition reflects our mission to help employees make better financial decisions, from benefits and savings to retirement, through personalized, data-driven guidance.

Thank you to our clients, partners, and team for making it possible.
https://www.ragan.com/ragans-2026-hr-tech-hot-list-honorees-announced/

Ragan is proud to announce the honorees of the 2026 HR Tech Hot List, recognizing the organizations that are redefining what’s possible in the workplace through innovative technology, measurable results and a steadfast commitment to the employee experience.

06/22/2026

Financial stress impacts how employees focus, whether they stay in a job, and how they perform.

And Open Enrollment is where that pressure becomes most visible. SelectSmart 2026 reduces decision overload by replacing fragmented choices with guided, data-driven decision support at scale.

Better decisions lead to lower stress, and lower stress drives stronger outcomes.
https://www.savvifi.com/products/selectsmart

06/19/2026

Employees aren't looking for more benefits information, they're looking for better guidance.

See how SelectSmart 2026 helps employees make smarter benefits decisions with personalized, survey-less recommendations.

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

Workers could cut enrolment confusion as SAVVI's latest platform uses existing data to recommend benefits choices without lengthy questionnaires.

06/18/2026

Retirement success depends on retirement income readiness, yet most employees don’t know how their savings translate into monthly income in retirement, and most platforms don’t show it.

retireSAVVI delivers retirement income optimization that expands the value proposition from asset tracking to an income enablement infrastructure. Key retireSAVVI features:
-Converts assets into income scenarios
-Models real-world retirement cash flow
-Integrates with broader financial decisions

Learn More: https://loom.ly/0N9SPyo

06/17/2026

Welcome to the team, Thaddeus Lyes-Dennis!

Thaddeus joins SAVVI Financial as our new Implementation & Customer
Success Manager, helping ensure a seamless experience for our clients
and partners.

Fun fact: Thaddeus is a master crabber and an avid bowler, recently achieving a personal best score of 241!

We're excited to have Thaddeus on board and look forward to a
successful year ahead.

06/16/2026

Employees are navigating a messy system: benefits, payroll, savings, and healthcare decisions that don’t talk to each other.

Too many choices, disconnected tools, and no clear coordination between them.

Chris Moran explains why financial stress is really a system design problem, and why that changes how we should solve it.

https://www.savvifi.com/articles/financial-stress-is-a-system-design-problem

06/15/2026

How much does the wrong benefits decision actually cost? Not just for employees, but for the whole system around them:
-Higher claims volatility
-Employer match dollars left on the table
-More back-and-forth with HR and brokers

SelectSmart 2026 is built to optimize the full benefits lifecycle. Read More: https://www.savvifi.com/articles/introducing-selectsmart-2026-building-on-a-trusted-foundation-for-even-faster-financial-results

06/11/2026

Life doesn't happen once a year, and benefits decisions shouldn't either.

In his latest HRTech Cube article, Brian Harrison explores why continuous, personalized guidance is becoming essential for modern benefits strategies.

Read the full article to learn more: https://loom.ly/GMGfovs