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Communications Resource Center

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Growth - Testimonials

Client Retention

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Date Sent: N/A

Audience: Non-Users | Learn more about audiences

Description/Overview:

This email template showcases how CAPTRUST grew their wealth management AUM by 44% and retained 99% of their clients.

What's included:

  • COPY
  • CASE STUDY – CAPTRUST Grows Wealth Management AUM by 44% and Retains 99% of Clients with eMoney
  • IMAGE – Header
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Communications Resource Center

By accessing and using these documents and materials, you hereby agree as part of your agreement with eMoney, that you will only use these documents and materials for your work on behalf of your clients and you will not share, transmit, or disclose these documents and materials with any third party other than your customers and members of your own firm. Failure to abide by these restrictions may put you in breach of your agreement with eMoney.

By accessing and using these documents and materials, you hereby agree as part of your agreement with eMoney, that you will only use these documents and materials for your work on behalf of your clients and you will not share, transmit, or disclose these documents and materials with any third party other than your customers and members of your own firm. Failure to abide by these restrictions may put you in breach of your agreement with eMoney.