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 final reminder to those who will be given the option to opt-in to the upcoming launch of your firms’ new custom version of eMoney. We recommend distributing this communication within a few days of the launch of your new eMoney office to create urgency. This communication is created in a way to clearly guide interested users step-by-step to ensure they’re following proper instructions.