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Bell Bank Grows 75% of New Assets on Their Trust Platform with Financial Planning

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Case Study

70%

win rate

3x

more plans
delivered

Bell Bank launched eMoney because they needed a technology solution to match the depth of their advisors’ financial expertise. With eMoney the advisory team generates more plans than ever before.

Challenge

Bell Bank needed to replace their basic, no-frills financial software with one that would allow their advisors to better serve more clients. By reducing the time advisors spent entering facts and building plans, the firm could work with clients more efficiently and effectively.

Solution

eMoney eliminated much of the manual processes that were negatively impacting the productivity of the advisory team. Using eMoney’s powerful aggregation engine, the team automates key pieces of the once meticulous and labor-intensive procedure of gathering client data, financial statements and paperwork.

Results

eMoney’s technology reduced nearly half of the manual administrative work at Bell Bank. With more time to focus on actual planning, combined with comprehensive planning solutions at their disposal, the advisory team could generate more sophisticated plans than ever before.

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“eMoney is a relationship builder, and the fact that it is intuitive and user-friendly makes a world of difference. ”
Image of Becky Walen Becky Walen AFC®, CFP® Financial Planning Lead, Bell Bank