Communications Resource Center
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Communication support for your advisor base. Learn more
Date Sent: 2 Weeks Prior to Migration Deadline
Audience: Standard Version of eMoney | Learn more about audiences
Description/Overview:
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 migration template provides home offices with a guide to share key benefits of migrating, to those who will be given the option to opt-in to the upcoming launch of your firms’ new custom version of eMoney. This communication also suggests providing a product suite comparison/overview for existing users to easily see the differences between versions.
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.