SAVVI Financial Introduces Effortless Benefits Guidance: Industry's First Survey-Less Personalized Experience

This first-of-its-kind solution revolutionizes benefits guidance, delivering the same high-quality and
hyper-personalized insights in a fraction of the time

WALTHAM, Mass., Aug. 19, 2025 /PRNewswire/ -- SAVVI Financial, a leading provider of data-driven workplace financial guidance solutions, today announced advancements to its SelectSmart decision support and financial guidance platform. The enhanced version introduces a first-of-its-kind, survey-less benefits guidance experience that eliminates the need for time-consuming questionnaires. Employees receive personalized plans and guidance instantly—no inputs required to get started, just confirmation. Users can adjust the numbers, explore scenarios, and further customize if they choose.

Launching this fall within Benefitfocus and other select partner platforms, SAVVI SelectSmart guidance comes at a time when demand for simplified digital experiences hits an all-time high. Recent SAVVI research showed that over one-third of employees avoid thinking about benefits enrollment, and 42% feel they overspend on health insurance. With enrollment mistakes tied to real financial consequences, the need for smarter, faster tools has never been greater.

Relying on employees to manually answer questions about their household, healthcare usage, or finances can be time-consuming and prone to errors. SAVVI SelectSmart guidance removes user burden by leveraging high-fidelity, existing data to instantly present tailored, side-by-side plan options. Employees remain in control throughout the experience, with the ability to adjust key assumptions and fine-tune guidance based on what they know about their own household.

"For too long, benefits decision tools have relied on lengthy surveys and manual inputs, creating unnecessary friction and slowing employees down at the moment they're ready to act," said Brian Harrison, President of SAVVI Financial. " With this enhancement of SelectSmart, SAVVI brings clarity, speed, and confidence, meeting people where they are, eliminating that friction, and empowering them to make the right choice without the guesswork."

The launch also marks a major milestone in SAVVI's product roadmap. The enhanced SelectSmart guidance now integrates directly with NextDollar, SAVVI's budgeting tool that helps employees make the most of their hard-earned dollars, providing real-time financial guidance before, during, and after enrollment. The result is a unified experience that strengthens employees' financial well-being year-round—not just during benefits enrollment—while giving HR teams higher adoption, deeper insights, and a more modern user experience.

Key Features:

• Instant, survey-less guidance based on existing data—no lengthy questionnaires required
• Side-by-side option comparison across coverage, cost, health account options, and "tough year" scenarios
• "Hold Steady" option showing how current benefits stack up against recommended alternatives
• Customizable and alternative options that support comparisons across spousal or alternative plans
• Single-point experience where employees can review, adjust, and enroll in one seamless workflow
• Year-round guidance for life and ADD insurance coverage amounts

SAVVI SelectSmart guidance will be available within Benefitfocus and other select partners beginning this fall, with a broader rollout planned for 2026. For more information, click here.

About SAVVI
SAVVI Financial is redefining how employees navigate their most important financial choices. By delivering expert-level personalized guidance, SAVVI helps employees optimize their full financial journey, from early benefit decisions to creating a reliable paycheck in retirement, driving better outcomes for both employees and employers. Integrated with HR stacks, our solutions reduce admin work, lower costs, and boost employee experience. Founded by experts in quantitative finance and data science, SAVVI was built with the understanding that the path to financial strength starts, and grows, through the workplace. Learn more at www.savvifi.com, LinkedIn, Facebook, and X.

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Kara Erwin
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SOURCE SAVVI Financial