{"id":4440,"date":"2017-03-09T13:42:00","date_gmt":"2017-03-09T13:42:00","guid":{"rendered":"https:\/\/emoneyadvisor.com\/blog\/bell-bank-improves-planning-efficiency-with-emoney-case-study\/"},"modified":"2022-03-03T19:47:25","modified_gmt":"2022-03-03T19:47:25","slug":"bell-bank-improves-planning-efficiency-with-emoney-case-study","status":"publish","type":"thought_leadership","link":"https:\/\/emoneyadvisor.com\/blog\/bell-bank-improves-planning-efficiency-with-emoney-case-study\/","title":{"rendered":"Bell Bank Improves Planning Efficiency with eMoney (Case Study)"},"content":{"rendered":"<p>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\u2019s conventional financial planning software simply couldn\u2019t keep pace with their growth. As a result, their client experience and operational efficiency plateaued.<\/p>\n<p>A change was necessary.<\/p>\n<p>So the team at Bell, led by Becky Walen, AFC\u00ae, CFP\u00ae, 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 \u2013 and then some.<\/p>\n<p>In this case study, you\u2019ll learn how Bell Bank positioned eMoney to help them gain the adaptability and efficiency needed to raise the bar of\u00a0their success, which included:<\/p>\n<ul>\n<li>Reducing nearly half of Bell\u2019s manual administrative work through automation<\/li>\n<li>Increasing the number of plans delivered by 140%<\/li>\n<li>Better buy-in and commitment to plans from clients<\/li>\n<\/ul>\n<p><center><\/center><center><span id=\"hs-cta-wrapper-8bc7391e-e532-47cc-8bce-aed5c41e98cf\" class=\"hs-cta-wrapper\"><span id=\"hs-cta-8bc7391e-e532-47cc-8bce-aed5c41e98cf\" class=\"hs-cta-node hs-cta-8bc7391e-e532-47cc-8bce-aed5c41e98cf\"> <!-- [if lte IE 8]>\n\n\n<div id=\"hs-cta-ie-element\"><\/div>\n\n\n<![endif]--><br \/>\n<a href=\"https:\/\/emoneyadvisor.com\/wp-content\/uploads\/2020\/06\/case-study-Bell-Bank-Grows-75-New-Assets-on-Trust-Platform-with-Financial-Planning.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" id=\"hs-cta-img-8bc7391e-e532-47cc-8bce-aed5c41e98cf\" class=\"hs-cta-img\" style=\"border-width: 0px;\" src=\"https:\/\/no-cache.hubspot.com\/cta\/default\/412965\/8bc7391e-e532-47cc-8bce-aed5c41e98cf.png\" alt=\"Download the\u00a0Case Study\" \/><\/a><br \/>\n<\/span><\/p>\n<p><\/span><br \/>\n<!-- end HubSpot Call-to-Action Code --><\/center><\/p>\n","protected":false},"author":47,"featured_media":4441,"template":"","thought_leadership_cat":[94,91],"class_list":["post-4440","thought_leadership","type-thought_leadership","status-publish","has-post-thumbnail","hentry","thought_leadership_cat-financial-planning","thought_leadership_cat-practice-management"],"acf":{"left_sidebar_ads":false,"right_sidebar_ads":false},"yoast_head":"<!-- This site is optimized with 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