October 17 – 19 Join us virtually as we explore ways to bridge the gap between your services and expertise and the expectations of your clients, so you're better positioned to move confidently into the future.

eMoney Logo
Magnifying Glass Icon
Mobile Menu Icon Close Mobile Menu Icon
Arrow Icon

Bamboo

Grow your prospect and client relationships with Bamboo – planning-led marketing technology integrated with your eMoney planning platform.
Curved Image
 DEEPEN CLIENT RELATIONSHIPS

DEEPEN CLIENT RELATIONSHIPS

Deliver personalized engagement that strengthens connections by leveraging a robust content library that’s refreshed frequently.

REACH CLIENTS AND PROSPECTS

Schedule campaigns, share content, and monitor engagement with automated workflows and marketing analytics–giving you more time to build plans and deliver advice.

 REACH CLIENTS AND PROSPECTS
 GENERATE NEW CLIENTS

GENERATE NEW CLIENTS

Execute winning digital marketing strategies with ready-made automated content campaigns for your target audience—all without any prior marketing experience.

WORK SMARTER

Access everything you need to deliver plans and engage prospects and clients at every stage of the planning relationship – all in one place. Cultivating meaningful relationships at scale has never been easier.

 WORK SMARTER
Boost Your Marketing Efforts Today! GET STARTED

Other features include:

Couldn’t Find a Feature You Need?

Couldn’t Find a Feature You Need?

Our entire product suite is just a click away.

VIEW
PRODUCTS

Hey Enterprises!

Hey Enterprises!

We work with you to configure a solution that meets your firm’s unique needs.

MAKE eMONEY
YOUR OWN

Not Ready to Commit?

Not Ready to Commit?

Take a look at some of our online resources for more information.

BROWSE
OUR LIBRARY