Wednesday, December 9 at 2:00 p.m. ET Join Jess Liberi, Head of Product, as she shares eMoney's roadmap, which is inspired by your feedback and focused on building solutions to deliver an exceptional client experience.
Radnor, Pa. – Oct. 19, 2020 – eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, today introduced new research findings and previewed the product roadmap during Day 1 of the 2020 eMoney Summit, the industry’s premier event for planning-led financial advisory professionals. The three-day event is being held virtually through Wednesday, Oct. 21.
eMoney CEO Ed O’Brien kicked off the Summit with his opening keynote, which underscored the power of planning to overcome challenges and times of uncertainty, especially during the current pandemic. He highlighted eMoney’s 20-year history, and the company’s unwavering commitments to deliver a full-spectrum planning platform that evolves with the financial landscape and to help advisors become better planners.
“At eMoney, we’ve centered our business on planning for 20 years. It’s at the heart of everything we do,” said O’Brien to an audience of over 1,000 virtual participants. “Giving an advisor software doesn’t make them a better planner. It’s our software combined with training, coaching, innovation, communication and collaboration that we can successfully deliver financial planning together and create better client experiences. Throughout the next three days, we hope to inspire advisors with new ideas, research and concepts that will expand your perspective as an advisor and leader.”
This year’s theme, “Power to the Plan,” was inspired by eMoney research that captures insights from over 800 advisors and end-clients. Matthew Schulte, eMoney’s head of financial planning, revealed highlights of the findings during his keynote, which summarized how the role of an advisor is changing and how new generations are shaping the market.
The Power to the Plan Research1 identified the emerging themes and trends that will impact the future of the industry and the advisor’s role in it, including artificial intelligence and big data, data privacy, values-based planning, and total wellness and advisor as a life coach. Highlights include:
Artificial intelligence and big data
Total wellness and advisor as a life coach
“What is going to shape the advisor of the future is being open to the idea of a revolution,” said Schulte. “It might seem intimidating, but we’ve proven – in 2020 more than ever before – that we are all capable of rapid change. And oftentimes, it leads to something greater.”
Following Schulte’s presentation, Jess Liberi, eMoney’s head of product, previewed eMoney’s product roadmap by outlining how eMoney helps advisors become more productive, foster more personalized relationships, and deliver more value to their growing client bases.
Recent enhancements and eMoney’s product roadmap focus on three main themes:
“Our vision for the future of eMoney centers on the advisor and the increasing demand for advice across our industry,” said Liberi. “By building upon the strong legacy of the past 20 years, and by continuing to look ahead to the future, with a focus on productivity, personalization, relevancy and value, we are confident that our technology will continue to play a significant role in driving advisor success and will be the engine that provides the power to plans for the next 20 years.”
Throughout the fully virtual event, attendees have access to a dynamic lineup of keynote speakers, one-on-one coaching, continuing education and more than 70 breakout sessions.
The 2020 eMoney Summit is proudly sponsored by Fidelity Investments, BNY Mellon Pershing, Charles Schwab and Allianz. To view the entire agenda and get more information about the Summit, please visit www.emoneyadvisorsummit.com
For real-time updates on the Summit, follow eMoney on Twitter (https://twitter.com/eMoneyAdvisor) or search the hashtag #eMoneySummit20.
1 Source: eMoney Power to the Plan, August, 2000, n=420 Advisors, n=403 End Clients
About eMoney Advisor, LLC
eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money. Rooted in comprehensive financial planning, eMoney’s solutions strengthen client relationships, streamline business operations, enhance business development and drive overall growth. More than 70,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 4 million households throughout the U.S. For more information, please visit: emoneyadvisor.com.
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