Communication support for your advisor base. Learn more
Elevate system usage.
Encourage advisors to take advantage of additional offerings to elevate their marketing, compliance, and planning efforts.
Promote the business development and marking tools available within the platform's comprehensive solution to existing users, not using marketing.
Tips for Keeping Clients Engaged
This email template focuses on communications tips to digitally engage and stay in front of clients with their safety in mind.
The email template covers how Bamboo can help financial professionals attract, convert, and retain clients digitally.
This email template focuses on the Automated Campaign function within Bamboo, breaking down how to schedule campaigns to support business growth.
This email template focuses on the robust performance analytics financial professionals can gain insight into when using Automated Campaigns within Bamboo.
This thought leadership email template highlights the fundamentals of digital marketing, featuring an eBook that explains how financial professionals can develop a strategy to attract, engage and capture clients.
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.
