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Communications Resource Center

Communication support for your advisor base. Learn more

Marketing

Planning and Marketing

This email template centers around how non-eMoney users can grow their business and deliver more financial plans through the power of an integrated planning and marketing platform. Recipients are encouraged to request a demo for more information.

Marketing Overview

The email template covers how Bamboo can help financial professionals attract, convert, and retain clients digitally.

Automated Campaigns

This email template focuses on the Automated Campaign function within Bamboo, breaking down how to schedule campaigns to support business growth.

Campaign Analytics

This email template focuses on the robust performance analytics financial professionals can gain insight into when using Automated Campaigns within Bamboo.

Digital Marketing eBook

This thought leadership email template highlights the fundamentals of digital marketing, featuring an eBook that explains how financial professionals can develop a strategy to attract, engage and capture clients.


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.