Portfolio Company Growth Series: Savology

Savology prepares fast and free personal financial plans. In just 5 minutes, a user can receive a comprehensive plan, holistic report card, and personalized recommendations to improve their short term and long term financial wellbeing.

Savology joined the RevRoad portfolio in October 2019. In a recent case study, CEO Spencer Barclay had this to say about his experience, “We were at a point where we needed either an investment or a partner that could help us get to launch. We joined RevRoad in July 2019 and in 3-4 months we had over 1,000 users.”

Hear Spencer Barclay’s full RevRoad review here.

Brand Refresh

One of the first steps the marketing team took with Savology was collaborating on a brand refresh. 

Brand Color Exploration

Finding the primary and supporting colors for a company’s brand.

Logo Revamp

View the before/after of the Savology logo below.

As you can see, the initial logo color was bright and disjointed. The initial font was fairly thin, spacey, and difficult to read; however, the hexagon, abstracted money sign, and simplicity behind the idea were strong.

The revamped logo highlights all of the strongest features of the initial logo, yet the slight changes help accentuate Savology’s true tone and overall brand. The rebranded logo allowed Savology to better fit within the fintech industry and target the desired audience. The font was also given a custom upgrade to make it more difficult to replicate. 

Product Design and Development

Step two was designing and developing a working product software that takes each customer through the financial plan process quickly, efficiently, and easily. With the help of both the RevRoad and Savology UI/UX teams, the full Savology software was built. The clean and clear design layout makes navigation and function simple.

Screenshot of the Savology Software

Marketing Site

Savology came to RevRoad with a simple, entry level website. In collaboration with the RevRoad marketing team, a custom marketing website was built to motivate potential clients to fill out a free financial plan.

Savology Marketing Website

Social Posts and Templates

Growing a social media presence can be helpful when establishing a company within a specific demographic. One of the hardest pieces of social media is knowing where to start. Below, you’ll see examples of some custom instagram templates RevRoad designed and delivered to help Savology maintain a clean, professional aesthetic digital platforms.

Savology Social Media Templates

Press Release and Launch

On October 24, 2019, Savology officially launched to the public. The RevRoad Marketing, PR, and Communications teams worked with Savology to make some waves. The successful launch resulted in Savology being mentioned on 80+ media outlets including Forbes, YahooFinance, Business Insider, Market Watch, MorningStar, and Entrepreneur.


Read the full press release here.

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