Wednesday, July 15 | 2:00 p.m. ET In this live webinar we'll explore how one successful advisor incorporated financial planning into his practice, and saw spectacular results. Learn how you can too.

eMoney Logo
Magnifying Glass Icon
Mobile Menu Icon Close Mobile Menu Icon
Arrow Icon

CAPTRUST Grows Wealth Management AUM and Client Retention with eMoney

Download Full
Case Study

99%

client retention

45%

AUM growth in one year

100%

increase in adoption

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

Challenge

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.

Solution

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

Results

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.

Speech Bubble Icon
“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