Communication support for your advisor base. Learn more
Promote successful adoption.
This is one of the most important stages of your partnership with eMoney and the advisor lifecycle.
Client Portal Introduction and Overview
The purpose of this email template is to provide financial professionals using eMoney with the Client Site enabled, a place to start when engaging with…
Relationship Introduction (Forced or Opt-In)
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.
Video Overview: The Learning Center
Welcome new users to the learning center, their one stop shop to become an expert on eMoney. Share this video to help your financial professionals…
This is the first email of our refreshed 15-week Bamboo onboarding series highlighting a 90-second introductory video and a heads-up about when the recipient should…
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.
