Communications Resource Center
Communication support for your advisor base. Learn more
Communication support for your advisor base. Learn more
Date Sent: 1-2 Weeks Prior to Pre-Migration Training
Audience: Standard Version of eMoney | Learn more about audiences
Description/Overview:
When a firm rolls out a custom version of eMoney to their field, many times, there are users from the field already using the standard version of eMoney. We refer to the process of users moving from one version of eMoney to another as a “migration”. The two migration types can occur for users moving from one version to another: “forced” or as an option to “opt-in”. This is a template that should be used when your organization will be going through a forced migration among existing eMoney users in your field on the standard version of eMoney. Use this communication template to promote an upcoming training or virtual meeting to discuss your organizations’ plans, or provide a software demonstration in preparation for the forced migration.
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.