Communications Resource Center
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Communication support for your advisor base. Learn more
Onboarding - Premium Client Portal
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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 4th and final email of the series focuses on tips and best practices for increasing Client Portal use through client engagement, including an eBook that outlines a reliable workflow for immediate engagement and an on-demand webinar that demonstrates how to use the Client Portal in a way that aligns with the finpsych best practices included in the eBook.
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.