How to Create a First Client Meeting that Changes Everything
A while back, I asked an advisor friend how the first meeting went. He said, “I think it went really well.” Then he paused and… Read More
Webinar Replay: The Future eMoney Experience
• eMoney Communications Team • December 14, 2020
Updated on: April 30, 2024
Product strategy at eMoney is built on exploring ideas and developing new approaches to innovate on our comprehensive, planning-led platform.
Watch our recent webinar to hear from Jess Liberi, Head of Product, as she shares eMoney’s roadmap, which is inspired by your feedback and focused on building solutions to deliver an exceptional client experience, including:
- A modern, efficient and interactive advanced planning experience in Decision Center
- Enhancements to our marketing tools designed to improve your digital presence and generate new business
- New cash flow, monte carlo, client portal and report features
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