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October 19 - 21 Discover new ways to transform your business models, deliver value, and generate more successful outcomes for your clients at the seventh annual eMoney Summit from October 19 to 21.

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CE Webinar: Stuck in the Middle Between Children and Elders - The Sandwich Generation November 5th, 2:00pm ET

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Webinar Replay: Set Your Marketing Campaigns to Autopilot

eMoney Communications Team March 20, 2020

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 eMoney’s Advisor Branded Marketing, 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 Advisor Branded Marketing 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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2020 eMoney Summit - Power to the Plan

Discover new ways to transform your business, deliver value and generate successful outcomes. October 19-21.

LEARN MORE
2020 eMoney Summit - Power to the Plan

Discover new ways to transform your business, deliver value and generate successful outcomes. October 19-21.

LEARN MORE

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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.