Communications Resource Center
Communication support for your advisor base. Learn more
Communication support for your advisor base. Learn more
Date Sent: 1+ Month Prior to Migration
Audience: All Users | Learn more about audiences
Description/Overview:
The purpose of this email template is to provide financial professionals an introduction of your firms’ relationship with eMoney, plans, and value for the field. This template can be adapted for various audiences such as users on the standard version of eMoney who will be asked to migrate over to a custom version soon, pending new users of eMoney in your field, or to your organization at large.
What's included:
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.