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CAPTRUST Grows Wealth Management AUM and Client Retention with eMoney

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Case Study


client retention


AUM growth in one year


increase in adoption

Nick DeCenso, Manager, Wealth Solutions for CAPTRUST, implemented eMoney to help deepen customer engagement and fuel growth across the company.


DeCenso recognized that in order to support the firm’s sizable wealth management operation they would need to rethink their financial planning platform. He needed a solution that would support collaborative decision-making and start with simple planning as a way to grow relationships naturally and build trust.


eMoney serves as a financial CRM and planning tool that helps advisors grow their practices through an experience clients find collaborative and engaging.


Since fully adopting eMoney, CAPTRUST has achieved a 99% client retention rate, and in one year grew wealth management AUM from $4.4B to $6.4B, and doubled advisor adoption of eMoney.

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“We are always trying to drive more adoption of eMoney. It’s exciting to be able to show these kinds of numbers to our team and say, ‘Look, our best advisors are using eMoney, and they are growing their business the most… that’s not a coincidence.’ ”
Image of Nick DeCenso Nick DeCenso Senior Manager, Wealth Solutions, CAPTRUST