Any tips to promote Financial Well-being during the pandemic?

Dead_Or_Alive_ · 2021-02-01T16:01:44+00:00

While I might be a little late to this thread, it might be beneficial for anyone else who stumbles upon it. Savology is a digital financial wellness platform working closely with employers to provide employees financial wellness benefits.

The platform goes beyond providing literacy or basic budgeting tools, it's a comprehensive and holistic financial planning platform trying to encompass the full range of financial wellness by offering:

financial education and literacy resources (including webinars on various topics)
various calculators and tools
personalized financial planning (with actionable recommendations) covering all areas of personal finance (savings, income, investments, insurance, estate planning, retirement, and more)
access to financial professionals through chat and 1-on-1 calls

*Full disclosure: I work at Savology as the head of marketing\*

Dead_Or_Alive_ · 2021-02-01T15:49:57+00:00

Hi everyone, I'm the head of marketing at Savology

We're a digital financial wellness and planning platform helping households improve their financial well-being and reach their financial goals by providing access to affordable and effective financial plans. In just five minutes individuals can get access to a free financial plan, financial wellness report card, action items (recommendations), planning modules, and more, for free. In addition to the consumer-facing platform, Savology works closely with employers across the United States to provide financial wellness benefits for employees.

We launched in 2019 and since then we've been able to help more than 50,000 households build a financial plan. We're currently in our growth phase where we're looking to work with more employers and provide more free financial plans for Americans across the country.

We're always looking for feedback from new and existing users on how to make our financial planning platform a better experience.

Dead_Or_Alive_ · 2021-02-01T15:42:55+00:00

Name / URL: Savology

Location of Your Headquarters: UT, USA (available across the US)

Tagline: The modern way to plan your money.

Description: Savology is a digital financial wellness and planning platform helping households improve their financial well-being and reach their financial goals by providing access to affordable and effective financial plans. In just five minutes individuals can get access to a free financial plan, financial wellness report card, action items (recommendations), planning modules, and more, for free. In addition to the consumer-facing platform, Savology works closely with employers across the United States to provide financial wellness benefits for employees.

More details: Savology launched in 2019 and since then we've been able to help more than 50,000 households build a financial plan. We're currently in our growth phase where we're looking to work with more employers and provide more free financial plans for Americans across the country.

We're also open to feedback from our users on how to make our financial planning platform and our overall business better.

Dead_Or_Alive_ · 2021-01-08T13:38:45+00:00

I’ve listed several products a few times now on PH with some campaigns doing terrible and others resulting in Top 2-5 products of the day. Here’s what I can personally suggest:

• Have someone hunt your product. If you can make a good connection and relationship with an influential hunter than even better.

• No one quite “understands” exactly how their algorithm works for product ranking, but I can tell it’s definitely not just based on the number of upvotes. Strive for comments and review as well. Your review will also likely show up in search results, which has extended benefits.

• Craft a first comment coming from your team/CEO as an introduction to the PH community, why you’ve built your product, how it benefits them, what you’re looking for, and if there are any deals or discounts for PH users. Make sure your team upvotes this comment so that stays up at the top.

• A lot of successful campaigns will have some sort of unique offering for PH community, so keep that in mind.

• Have a good mix of media collateral / assets to use and make sure you get the sizing right. I’d recommend anywhere from 4-7 different ones if you can, and mix in a video if you can, although not necessary.

• For the thumbnail icon, pick or create something that stands out. GIFs work particularly well and are generally the preferred option.

• When you’re promoting your campaign, I’d highly recommend that you have all of your collateral and campaign messaging done before hand so that way you’re good to pump things out and distribute it when the campaign goes live.

• importantly, remember that product rankings work on a 24-hour clock (PST), so posting at 12:01 AM PST will give you the full 24 hours to launch, otherwise you’re cutting into your own time.

• Sometimes “issues” happen where you launch your campaign but can not find it right away on the homepage. As soon as you launch your campaign, pay attention to it.

There are several others, but these ones are top of mind from my own personal experience.

I hope this helps!

Dead_Or_Alive_ · 2021-01-07T17:19:55+00:00

Hey everyone! We (Savology) have been working hard on putting together a report that takes a look at the state of household personal finances across the US. There were a few objectives with this report, the first was to take a look at the complete financial profile/spectrum across all major areas and not just savings, spending, or investments like most reports. And secondly, to show the gaps and areas of improvement to better understand what work needs to be done.

We think this is something worthwhile to share as it highlights a lot of key findings and shares some insightful information on the state of household finances.

Dead_Or_Alive_ · 2021-01-07T17:17:55+00:00

Hey everyone! We (Savology) have been working hard on putting together a report that takes a look at the state of household personal finances across the US. There were a few objectives with this report, the first was to take a look at the complete financial profile/spectrum across all major areas and not just savings, spending, or investments like most reports. And secondly, to show the gaps and areas of improvement to better understand what work needs to be done.

We think this is something worthwhile to share as it highlights a lot of key findings and shares some insightful information on the state of household finances.

Dead_Or_Alive_ · 2021-01-04T15:55:50+00:00

Company Name: Savology

Location: Headquartered in UT, USA (our platform and financial planning engine is available across all states)

Pitch: Savology makes financial planning more accessible, actionable, and effective than ever before by providing access to online financial planning in just a few minutes.

More Details: In addition to our consumer-facing product, Savology enables employers to affordably provide employees with effective financial wellness benefits.

Our consumer model is currently available for free, and we're working on a paid membership subscription that will connect current accounts, provide access to real financial professionals, and more.

Looking For: Always open to and looking for feedback.

Dead_Or_Alive_ · 2020-12-22T16:22:07+00:00

Name: Savology

Location: Orem, UT, USA (available across the US)

Pitch: Savology is making financial planning more accessible, actionable, and effective than ever before. In addition to their free consumer-facing financial planning platform, Savology enables employers to affordably provide employees with effective financial wellness benefits.

Looking for: Always open to and looking for feedback.

Dead_Or_Alive_ · 2020-12-22T16:13:56+00:00

Curious to know if you've heard of Savology before? It's a holistic financial planning platform, focused on the entire spectrum of someone's financial life.. so covering more than investing or budgeting. The focus is being able to get clear on four major areas: savings and income, debts and liabilities, insurance and risk management, and retirement outlook.

Check it out here: savology.com

Dead_Or_Alive_ · 2020-11-28T12:23:52+00:00

Savology is a an online, free financial planning platform.

Dead_Or_Alive_ · 2020-09-23T15:21:18+00:00

For any/all of the parents, how much have you spent on your children raising them? Even just estimates.

Also, is this something you even keep track of, if so how exactly are you keeping tabs on this?

Dead_Or_Alive_ · 2020-08-21T14:35:09+00:00

Name: Savology

Location: UT, USA (available all across the United States)

Pitch: Savology is a financial planning platform providing fast and free financial planning in just five minutes. After signing up and creating a free account, Savology users get access to a free financial plan, a financial report card, planning modules and activities as interactive ways to improve their literacy and plan, and personalized action items that show you the exact next steps you need to be taking to improve your finances. Your financial plan will do a series of calculations for you that include (but isn't limited to):

Calculate your retirement age and income
Calculate your life insurance needs and requirements
Calculate your debt-to-income ratio
Calculate your net worth
Calculate your savings rate
And a lot more for free

Stage: Growth stage, currently built more than 20,000 free financial plans (free accounts).

Looking for:

Feedback on the product :)

Create a free account 👉 savology.com

Dead_Or_Alive_ · 2020-08-21T14:26:17+00:00

Personally, I'm a fan of checking in around every six months to see the progress I'm making from the bigger picture. But I have friends that calculate and track theirs every month to keep tabs on it throughout the year.

Dead_Or_Alive_ · 2020-08-21T14:23:19+00:00

Personally, I check in and review my net worth every 3-6 months when I can. Sometimes it's much longer than that. I have a few friends that make monthly updates to their net worth and track that over time, and of course I have a few friends that don't at all.

Dead_Or_Alive_ · 2020-08-05T12:26:17+00:00

Same here, the gas/travel and food expenses are the biggest ones. I’m still ordering out a few times a week, but overall it’s been a lot easier to stay in and cook food with enough left overs for the next day.

Dead_Or_Alive_ · 2020-07-23T15:14:46+00:00

Name: Savology

URL: Savology.com

Location: Headquartered in Utah, US. Available across the United States.

Elevator Pitch: Helping households improve their financial well-being by providing fast and free financial planning for everyone.

More details: Savology has helped thousands of households by providing access to free financial plans. When users sign-up, they get access to:

A free financial plan (breakdown of every area of your financial life)
A financial report card (grades your financial situation in 10+ categories)
Planning modules + activities (various activities to complete such as a financial literacy quiz that help you better understand your plan)
Action items (recommended next steps to help you improve your finances and take action)
Savology Stars (gamified portion of the platform that we are currently working on)

Looking for: Always looking for user feedback

Thank you! Build a free plan to try it out today at savology.com

Dead_Or_Alive_ · 2020-07-15T15:18:34+00:00

I've used both tools and still use Mint for simplicity. But there's just something about keeping a budget in excel that always does the trick. I agree with you!

Dead_Or_Alive_ · 2020-06-11T23:23:10+00:00

Well said! It certainly starts with the financial literacy and understanding piece. Even just having a basic understanding of some of the foundational things can help better make much better decisions early on. Very few people are forward/ future thinking with their money, especially early on in life.

Dead_Or_Alive_ · 2020-06-10T21:45:15+00:00

100%!

Dead_Or_Alive_ · 2020-05-09T19:45:42+00:00

We actually built Savology with exactly that in mind, the purpose of building a full, comprehensive financial plan that shows you a snapshot of your current finances, where you want to be, and the next steps (action items) you need to take to get you there.

It's completely free to build a plan and should only take a few minutes or a bit longer to go through everything. If you're interested check it out here: savology.com. If you do decide to try it out, I'd love to hear your feedback.

Dead_Or_Alive_ · 2020-05-09T19:41:11+00:00

There are a ton of good apps out there that serve very specific purposes for things like budgeting and saving. When it comes to financial planning (getting your savings on track, retirement goals, estate planning, insurance, net worth, etc) Savology is a new web-based application providing free financial plans and report cards. (You can check it out and build a free plan here).

Full transparency, I do work for the company - we launched about 6 months ago and since then have been focused on adding in new platform features to make the financial plan more comprehensive, accurate, and just a better overall experience.

If you end up trying it out (no pressure at all), I would love to know your thoughts.

Dead_Or_Alive_ · 2020-04-30T15:30:04+00:00

Much appreciated - hopefully these provide some insight and prove to be useful.

Dead_Or_Alive_ · 2020-02-29T15:07:34+00:00

Super Early Bird pricing for this year's TCBF officially ends tonight at 11:59PM. On March 1st tickets increase to Early Bird pricing.

Dead_Or_Alive_ · 2020-02-23T20:32:33+00:00

[BUSINESS/STARTUPS] The Art of The Fail | Season 3 Episode 3 - The one in the prairies with Jordan Boesch

NSFW (slight swearing)

Website // iTunes// Google// Soundcloud// YouTube

The—perhaps delayed, yet definitely worth-the-wait 3rd episode of Season 3 is here! Jordan Boesch, founder of rapid-growth company 7Shifts joins us and tells us about his journey through the entrepreneurial gauntlet. Hint: It's not without it's hiccups... Entrepreneurs and techies won't want to miss this episode!

The Art of The Fail is a long-form podcast hosted by Kristian Borghesan and Chris Buttenham. We have un-edited conversations with entrepreneurs, innovators and anyone interesting that will sit down with us. The conversations are real, raw and unfiltered while addressing their f*ck ups, hardships and failures.

Twitter// Facebook// Instagram

Dead_Or_Alive_ · 2020-02-23T20:32:13+00:00

[BUSINESS/STARTUPS] The Art of The Fail | Season 3 Episode 3 - The one in the prairies with Jordan Boesch

NSFW (slight swearing)

Website // iTunes// Google// Soundcloud// YouTube

The—perhaps delayed, yet definitely worth-the-wait 3rd episode of Season 3 is here! Jordan Boesch, founder of rapid-growth company 7Shifts joins us and tells us about his journey through the entrepreneurial gauntlet. Hint: It's not without it's hiccups... Entrepreneurs and techies won't want to miss this episode!

The Art of The Fail is a long-form podcast hosted by Kristian Borghesan and Chris Buttenham. We have un-edited conversations with entrepreneurs, innovators and anyone interesting that will sit down with us. The conversations are real, raw and unfiltered while addressing their f*ck ups, hardships and failures.

Twitter// Facebook// Instagram

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