Help CenterThere 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
Streamline and simplify your outreach efforts to clients with our email and communication templates.
Savology Communication Plan Email Templates Client Facing
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
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