<p>There are a number of ways an advisor can use Savology to improve their foundational planning efforts and grow with the middle market. Included here are several marketing, sales, and communication resources to help assist you with engagement, communication, and usage from your prospects, clients, employers, and employees.</p>
<h2><span style="background-color: rgb(194, 224, 244);">Employer Sales &amp; Marketing</span></h2>
<h3><a href="https://www.dropbox.com/scl/fi/tlywvp780pkkdwgcnp7ov/Savology-for-Employers_Sales-Deck-template_Advisors.pptx?rlkey=fk0w7h8qia0or2ndr2lury4b3&amp;st=pyolkwkv&amp;dl=1" target="_blank" rel="noopener">Sales Deck: Financial Wellness PowerPoint</a></h3>
<p><a href="https://www.dropbox.com/scl/fi/tlywvp780pkkdwgcnp7ov/Savology-for-Employers_Sales-Deck-template_Advisors.pptx?rlkey=fk0w7h8qia0or2ndr2lury4b3&amp;st=pyolkwkv&amp;dl=1" target="_blank" rel="noopener"><img src="https://cdn.livechat-files.com/api/file/kb/file/12763854/19ae9f6cf9-1e50659f89f6336453d5.png" width="408" height="233"></a></p>
<h3><a href="https://www.dropbox.com/scl/fi/m1kb6re6tjvxpz8tfke1r/Savology-for-Employers_Info-Sheet_Advisors.pdf?rlkey=849y5ikgffaw1axkhv210qnsq&amp;st=sxan8lx2&amp;dl=1" target="_blank" rel="noopener"><span class="notion-enable-hover" data-token-index="0">Emplo</span><span class="notion-enable-hover" data-token-index="0">yer Financial Wellness Flyer PDF</span></a></h3>
<h3><a href="https://www.dropbox.com/scl/fi/m1kb6re6tjvxpz8tfke1r/Savology-for-Employers_Info-Sheet_Advisors.pdf?rlkey=849y5ikgffaw1axkhv210qnsq&amp;st=sxan8lx2&amp;dl=1" target="_blank" rel="noopener"><img src="https://cdn.livechat-files.com/api/file/kb/file/12763854/42c4cd2076-72f3bd7d20b920bf92b8.png" width="404" height="360"></a><br></h3>
<h2><span style="background-color: rgb(194, 224, 244);">Employee &amp; User Communications</span></h2>
<p>Increase adoption and awareness with our list of recommended best practices to improve employee and participant engagement.&nbsp;</p>
<h4><a href="https://www.dropbox.com/scl/fi/wi3d8b6xjor1y3q6nb7rm/Maximizing-Financial-Wellness-Adoption_Savology.pdf?rlkey=nwvc3w03bdpeobqcjhxms5vcj&amp;st=1llca14z&amp;dl=1" target="_blank" rel="noopener">Maximizing Financial Wellness Adoption PDF</a></h4>
<hr>
<p>Streamline and simplify your outreach efforts to employees with our email and communication templates.</p>
<h4><a href="https://www.dropbox.com/scl/fi/9opp9tjiwfh4lvcq02xtz/Savology-Communication-Plan-Templates_Advisors.pdf?rlkey=cyow1o7ruz31gp2k2k8hteatv&amp;st=99jhdfjm&amp;dl=1" target="_blank" rel="noopener">Savology Communication Plan Email Templates</a></h4>
<hr>
<p>Slide deck to help you host a webinar or live presentation to introduce Savology.</p>
<h4><a href="https://www.dropbox.com/scl/fi/gemypyd5uumav6thweur9/Savology-Intro-Deck_Advisor-Template.pptx?rlkey=bop2nyfeoacvxba1iw313tz9w&amp;st=50t7w7bb&amp;dl=1" target="_blank" rel="noopener">Savology Intro Deck Template PowerPoint</a></h4>
<hr>
<p>Send out our 1-pagers to keep new clients and employees informed about the platform.</p>
<h4><a href="https://www.dropbox.com/scl/fi/z1juc8mgho0o5fbbkj4t7/User-1-pager_Savology.pdf?rlkey=ha1qcqt4fxbqpi9an3f3dul8r&amp;st=kgueup05&amp;dl=1" target="_blank" rel="noopener">User 1-pager: Getting Started PDF</a></h4>
<h4><a href="https://www.dropbox.com/scl/fi/g7qd3on3jer29gyjtvaq0/User-info-sheet_how-it-works_Savology.pdf?rlkey=zmj32xm9gox123wzj0fxv90bz&amp;st=qgkl7uzl&amp;dl=1" target="_blank" rel="noopener">User 1-pager: How it Works PDF</a></h4>
<p>&nbsp;</p>
<p><span style="color: rgb(126, 140, 141);"><em><span role="img" aria-label="&copy;">&copy;</span> <span class="notion-enable-hover" data-token-index="1">Savology, Inc. 2024. Information contained herein is confidential and proprietary. Do not share or distribute without express consent. </span></em></span></p>

There are a number of ways an advisor can use Savology to improve their foundational planning efforts and grow with the middle market. Included here are several marketing, sales, and communication resources to help assist you with engagement, communication, and usage from your prospects, clients, employers, and employees.


EMPLOYER SALES & MARKETING














EMPLOYEE & USER COMMUNICATIONS

Increase adoption and awareness with our list of recommended best practices to improve employee and participant engagement. 



----------------------------------------

Streamline and simplify your outreach efforts to employees with our email and communication templates.



----------------------------------------

Slide deck to help you host a webinar or live presentation to introduce Savology.



----------------------------------------

Send out our 1-pagers to keep new clients and employees informed about the platform.





 

© Savology, Inc. 2024. Information contained herein is confidential and proprietary. Do not share or distribute without express consent.

Advisor Marketing Resources

Savology Getting Started Guide

Create your admin account

Customize the firm account

Updating firm & individual agent's contact info

Adding your agent bio & contact info

Inviting other admins

Creating & managing user groups

Updating firm settings & assumptions

Adding custom providers & resources

Inviting new users to sign up

Getting Started for Limited Admins

Getting Started

How can we help?

Advisor Marketing Resources

Employer Sales & Marketing

Sales Deck: Financial Wellness PowerPoint

Employer Financial Wellness Flyer PDF

Employee & User Communications

Maximizing Financial Wellness Adoption PDF

Savology Communication Plan Email Templates

Savology Intro Deck Template PowerPoint

User 1-pager: Getting Started PDF

User 1-pager: How it Works PDF