SAVVI Financial
Voya is focused on improving financial outcomes for individuals and families by driving continuous and lifelong engagement, guiding to optimal tradeoffs to help achieve personalized goals, and providing integrated solutions to make taking action simpler.
As part of our commitment to improving outcomes, we teamed up with SAVVI Financial, whose product-agnostic financial advice platform provides clear turn-by-turn direction for financial decisions at each stage of life.
With SAVVI Financial, offered by Voya, employees get:
Simple, Smart Advice.
Simple
Employees enter their financial information on SAVVI’s highly secure, easy-to-use platform to see a full picture of where their money is coming from and where it’s going — a critical piece in gaining employee engagement with financial plan recommendations. Specific goals are then prioritized by the employee and a plan is created with action steps. A digital chat assistant, available 24/7, offers support whenever an employee has a question.
Smart
To provide holistic, personalized recommendations, SAVVI analyzes each employee’s total situation with both work-related and personal financial choices to provide the best path forward against their stated goals. Goals are weighed against household expenses to create recommended actions. SAVVI can be used anywhere, at any time, through the available app.
Advice
By considering many plans and conditions, SAVVI gives unbiased, product-agnostic advice for the employee’s personal situation in a way that will build confidence and ease stress.
What employers get with SAVVI:
- Access to a dashboard that offers insight on employee engagement.
- A dedicated support team focused on providing high-quality service to you and your employees.
- A turnkey enrollment and engagement communication program is designed to optimize participation though consistent messaging.
Ready to take the next step? Contact Shallyn Simma, shallyn.simma@voya.com, for more information or to add SAVVI Financial to your benefits offerings plan.
Voya Benefits Co., LLC (“VBC”) is making available to you the financial planning software offered by SAVVI Financial, LLC (“SAVVI”), an investment advisor registered with Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. The advice provided within the SAVVI platform is SAVVI’s alone, and is not endorsed by VBC. SAVVI does not guarantee investment results. No information in these materials should be construed as investment advice or as an offer to buy or sell any particular security or insurance product.
While SAVVI is not a member of the Voya® family of companies, please note that Voya Financial, Inc. and a number of other Voya affiliates (collectively, “Voya”) have investment and business relationships with SAVVI, which relationships are a conflict of interest for Voya, and create an incentive for various Voya entities to promote SAVVI’s products and services. These relationships include compensation by SAVVI to certain Voya entities for offering to current or prospective Voya clients to make SAVVI’s platform available to such clients’ employees. Neither SAVVI nor Voya offers tax or legal advice. Please consult with your tax and legal advisors regarding your individual situation. Please visit www.savvifi.com to view the Terms of Use and Privacy Statement.