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Communications Resource Center

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Onboarding - Premium Client Portal

Premium Client Portal Adoption Series Email 1

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Date Sent: N/A

Audience: All Users | Learn more about audiences

Description/Overview:

This onboarding series includes guidance, tips, and best practices to help users make the most of eMoney’s Premium Client Portal. Our goal is to help streamline the process in strengthening client engagement. This goal of this first email is to make it as easy as possible for Premium Client Portal users to get started with their new features.

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Communications Resource Center

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.

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.