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Planning
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 focuses on the Automated Campaign function within Bamboo, breaking down how to schedule campaigns to support business growth.
This email template focuses on the robust performance analytics financial professionals can gain insight into when using Automated Campaigns within Bamboo.
Use this email template to showcase the value of cash flow planning to eMoney users in your field who may be ready to upgrade. Cash flow planning helps investors better determine where their money went and where it will go to help fund their life goals. An eBook is included…
Use this email template to showcase how eMoney can support financial professionals across each state of their clients’ financial journey–from starting out, through retirement, to leaving a legacy.
This email template showcases how CAPTRUST grew their wealth management AUM by 44% and retained 99% of their clients.
Value-Add - Foundational Planning
Creating Value by Meeting Client Planning Needs
Use this email to promote Foundational Planning to eMoney users in your field. This communication features a whitepaper sharing how to streamline the financial planning process by creating value by meeting client planning needs. Encourage interested recipients to request a demo of eMoney Plus.
Value-Add - Foundational Planning
4 Steps for a Client Retirement Goal
Use this email to promote Foundational Planning to eMoney users in your field. This communication showcases a 4-step example of how a financial professional using Foundational Planning would support their client with a retirement goal in mind and demonstrate probability of success. Encourage interested recipients to request a demo of…
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.
