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Client Experience
This email introduces The Heart of Advice (SM) which is the convergence of the head, heart, and hand to create an exceptional client experience. Promote Holistic Planning to your field by sharing this email, which includes an eBook explaining how financial professionals can dig deeper to see what is below…
This email template focuses on how non-eMoney users can take a holistic approach to financial planning with eMoney’s comprehensive solutions – like data aggregation, the client experience, and financial planning capabilities.
This email template showcases the value of eMoney, highlighting the client experience, core integrations, and top-notch client support. The email encourages recipients to sign up for a free trial for more information.
This email template highlights a case study on an RIA client of eMoney’s who leveraged the client experience to create stronger communication with clients.
This email template showcases the value of eMoney, focusing on the client experience – including features like Self-Registration, Onboarding, and the Client Portal.
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.
