SAVVI provides an API‑driven platform that pulls real‑time benefits data from payroll systems and delivers personalized, optimization‑based financial recommendations for savings, retirement, and insurance. The service gives employees instant, life‑stage aware guidance without surveys, while giving employers analytics on enrollment uplift and cost savings.
Funding
Funding not disclosed
Founders
Product
Problem
Employees often face fragmented and complex financial choices regarding benefits, savings, retirement, and insurance, lacking clear, personalized guidance. Employers struggle to drive benefit enrollment and financial wellness without time‑consuming surveys or manual analysis.
Solution
SAVVI delivers a data‑science‑driven financial guidance platform that integrates real‑time benefits data via API to generate personalized recommendations for savings, retirement, and insurance decisions. Advanced optimization models, developed by MIT‑trained experts, translate complex trade‑offs into clear, actionable advice without requiring employee surveys. The platform provides instant, year‑round guidance, helping workers maximize each paycheck and plan for long‑term financial security. Employers benefit from higher enrollment rates, increased employee satisfaction, and measurable cost savings through more efficient benefit utilization.
Target Audience
Primary customers are mid‑size to large employers and their HR/benefits teams seeking to improve employee financial wellness and benefit program effectiveness.
Features
- API‑based integration that pulls benefits data directly from payroll and benefits administration systems
- Real‑time, personalized recommendations powered by advanced optimization and MIT‑level data science
- Instant guidance without the need for employee surveys, delivering recommendations at the point of decision
- Year‑round, life‑stage aware advice covering everyday budgeting, supplemental insurance, and retirement planning
- Dashboard analytics for employers showing enrollment uplift, employee savings totals, and projected cost savings