How Monte Carlo Analysis Can Foster More Collaborative Planning Relationships
Many people think Monte Carlo analysis and its advanced mathematics is only useful to the financial advisor working alone in… Read More
Bell Bank Improves Planning Efficiency with eMoney (Case Study)
• eMoney Communications Team • March 9, 2017
Updated on: March 3, 2022
For over 50 years, Bell Bank Wealth Management has relied on financial planning to drive their client relationships, and therefore, the success of their business. But over time, Bell’s conventional financial planning software simply couldn’t keep pace with their growth. As a result, their client experience and operational efficiency plateaued.
A change was necessary.
So the team at Bell, led by Becky Walen, AFC®, CFP®, began to search for a new and modern solution. And when it came time to evaluate eMoney, the wealth management platform checked all of their boxes – and then some.
In this case study, you’ll learn how Bell Bank positioned eMoney to help them gain the adaptability and efficiency needed to raise the bar of their success, which included:
- Reducing nearly half of Bell’s manual administrative work through automation
- Increasing the number of plans delivered by 140%
- Better buy-in and commitment to plans from clients
You may also be interested in...
Understanding Financial Values: How They Shape Behavior and Decision-making
No two clients are alike, but they all share one thing: values that guide their decisions. Financial advisors who connect… Read More
6 Things Firms Need to Know About AI in Aggregation
Account aggregation works entirely behind the scenes, but it has a very real and direct impact on both the advisor… Read More
eBook: Candid Conversations - Mastering the Art of Asking Questions
Download our latest eBook for a complete guide to asking questions that spark productive conversations.
Download Now