Slack is our internal communications platform, and is intended for you to communicate with the team on a daily basis. While the Savvy team will occasionally send you emails, we primarily correspond in Slack for convenience. We highly encourage you to message our team with any questions or requests via the dedicated Slack channels (details below).
Slack is preinstalled on your work laptop. To easily communicate with our team when you’re on-the-go and meeting prospects or clients, we recommend downloading the Slack mobile app (Android | iOS).
We have two dedicated Slack workspaces: Savvy and Savvy Advisors.
You will likely use the Savvy Advisors workspace more often, as this is where our Operations team supports advisors on all client-related activities. Each workspace and channel serves a specific purposes, and more details can be found below.
#shipped
Announcements from the Product team on new dashboard features and updates. This is where you can find more details and (when applicable) video walkthroughs of any changes to the dashboard.
#team-wm-marketing
For marketing-related announcements and updates from the Marketing team.
#social
Sharing social events amongst our advisors and other team members!
#no-phishing
To flag or verify potential phishing emails and scams.