Communications Resource Center

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 any kind of migration among existing eMoney users in your field on the standard version of eMoney. The template guides you to include key benefits of the new custom eMoney experience for these existing users.