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.

  • Savology Brand Color Exploration
  • Savology Logo Color Exploration

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.

  • Original Primary Logo
  • Revamped Primary Logo

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.

How to Build Effective and Collaborative Teams

Building effective and collaborative teams is crucial to the success of an organization. In any business, a successful team begins with successful leadership.

Bruce Hassler, CTO at RevRoad, shares his insight on how to ensure that you have the best team for your business. 

First, Hassler recommends hiring top-performing dedicated team members. This increases productivity and ensures that you are utilizing your time and resources strategically. 

Second, is to be involved with and care about what each team member is working on. This gives the employee a sense of confirmation and appreciation. 

Third, is to trust each member to make decisions. Avoid micromanaging employees. Instill trust and give them opportunities to learn and grow. 

Fourth, is to listen to the team and don’t be afraid to try new things. Leaders often think they have to do it all themselves, but there is beauty in collaborating with team members and trying to understand their point of view.

Everyone brings a unique prospective and it’s in collaborating together that the best representation of what our customers and clients need is delivered. 

Jason Caldwell, COO at RevRoad, emphasized the importance of validation. As leaders who are trying to build high functioning collaborative teams, validating our team’s achievements is crucial. Examples of common validations include:

  • Validating ideas
  • Validating initiative
  • Validating circumstances
  • Validating feelings

Allowing teams to feel validated helps them build confidence in and respect for their leaders. 

AJ Rounds, CMO at RevRoad suggests, “Ways to develop an effective leadership team very much align with the RevRoad ‘H’ philosophy which includes:

  • Hands – Individuals who aren’t afraid to roll up the sleeves and get stuff done.
  • Heart – Individuals who have passion and conviction for the vision.
  • Head – Individuals who are smart.
  • Humility – Individuals who are willing to take responsibility for actions and feedback. 
  • Humor –  Individuals who are fun to work with. 

Building a collaborative team can be challenging but there are great strategies to facilitate the process. Hiring top performing individuals, staying involved, instilling trust, validating, and implementing the 5 H’s is a good place to start.


For more information visit RevRoad.com or email info@www.revroad.com