October 17 – 19 Join us virtually as we explore ways to bridge the gap between your services and expertise and the expectations of your clients, so you're better positioned to move confidently into the future.

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eBook - Planning with Purpose: Finding Fulfillment and Authenticity Through Financial Planning

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Webinar Replay: Set Your Marketing Campaigns to Autopilot

eMoney Communications Team March 20, 2020

Updated on: February 2, 2021

Imagine a marketing platform that does the work of generating leads for you. Imagine spending just minutes selecting impactful content, and letting your powerful marketing engine contact your clients and prospects throughout the weeks and months to follow.

With the release of automated campaigns to the eMoney Marketing Solution, you don’t have to imagine!

Watch the webinar below to hear from Valerie Rivera, Senior Product Marketing Manager at eMoney, as she shares an inside look at how you can automate reoccurring tasks to attract new business, nurture leads, and optimize productivity.

If you’re interested in learning more about the eMoney Marketing Solution and the automated campaign functionality, click here to schedule a demo.

About the Author

The eMoney Communications team is dedicated to helping users find the most efficient and impactful ways to plan for their clients, while striving to make basic and advanced financial planning accessible for all.

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Impact investing strategies are surging as more investors seek to align their money with their values. Join eMoney and Fidelity Charitable Thursday, July 14 at 2:00 p.m. ET to learn all about the impact investing landscape and how to build your own impact strategy.

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Heart of Advice by eMoney Advisors

Welcome to
Heart of Advice

a new source of expert insights for
financial professionals.

Get Started

Tips specific to the eMoney platform can be found in
the eMoney
application, under Help, eMoney Advisor Blog.