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.
Target existing users within your organization with the standard version of eMoney, to transition over to an enterprise or configured version with these thoughtful email templates and resource recommendations.
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. 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…
Migration Coming Soon – Benefits of New Enterprise Experience (Forced or Opt-In)
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…
Migration Training Invitation (Forced or Opt-In)
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…
Migration Coming Soon, Why Migrate? (Opt-In)
When a firm rolls out a custom version of eMoney to their field, many times, there are users from your 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…
Migration Coming Soon, Benefits of Migrating (Opt-In)
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…
Migration Coming Soon, Final Reminder to Migrate, Next Steps (Opt-In)
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…
Migration Coming Soon, What to Expect (Forced)
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…
Migration Training Invitation (Forced)
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…
Migration is Live (Forced or Opt-In)
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…
Pre-Migration Investor-Facing URL Change (Forced or Opt-In)
If a user from your field was once on the standard version of eMoney and is planning to migrate to a custom or enterprise version, we recommend they repurpose this investor-facing email template to notify their clients about the coming URL change. Communicating proactively provides more time for investors to…
Post-Migration Investor-Facing URL Change (Forced or Opt-In)
If a user from your field was once on the standard version of eMoney and has recently migrated to a custom or enterprise version, we recommend they repurpose this investor-facing email template to notify their clients about the recent URL change. It is important to notify investors of changes to…
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.
