Advisor Marketing Resources

1 min. readlast update: 07.23.2024

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

Sales Deck: Financial Wellness PowerPoint

Employer Financial Wellness Flyer PDF


Employee & User Communications

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

Maximizing Financial Wellness Adoption PDF


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

Savology Communication Plan Email Templates


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

Savology Intro Deck Template PowerPoint


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

User 1-pager: Getting Started PDF

User 1-pager: How it Works PDF

 

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

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