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eMoney Advisor Enhances Advisor Branded Marketing (ABM) Solution with Automated Lead Generation Campaigns

  • Marketing automation capabilities streamline workflow for attracting, nurturing, converting and retaining clients in the digital age
  • Redesigned dashboard allows users to easily manage content and campaigns

Radnor, PA March 5, 2020eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, today expanded its Advisor Branded Marketing (ABM) tool with Automated Lead Generation campaigns, designed to help financial advisors be more efficient and successful in their search for new clients.

Financial advisors are in dire need of resources that streamline how to market their services in the digital age, especially to younger generations. Experts indicate $68 trillion in assets will be passed down from Baby Boomers to Gen X in the next two decades, opening up a new pool of clients that advisors must compete for. Further research by Investment News shows 74% of new clients are self-directed investors who are accustomed to using online information to reach decisions autonomously.

As advisors adapt strategies to match the needs of new client demographics and struggle to manually generate leads, data suggests tools like ABM can dramatically change outcomes. According to analysis of marketing automation software by Venture Beat, four in five users increase their leads and 77% report an increase in conversion.

With the new, simplified campaign workflow and automation in ABM, eMoney users will be able to schedule and launch ready-made targeted content campaigns to generate and nurture leads through digital channels in just a few clicks. The ABM release includes:

  • A redesigned Advisor Branded Marketing dashboard that serves as a marketing command center, allowing users to quickly see featured content, easily navigate to favorited content, or launch and manage automated campaigns.
  • A library of targeted campaigns to reach niche markets.
  • Kitted campaigns so that advisors have everything they need without having to worry about sourcing or creating content.
  • Fully automated workflows that eliminate the manual task of following up with new contacts to nurture and convert them.


“Marketing to new clients is a massive undertaking for advisors, but this challenge is also a tremendous opportunity if they leverage the right resources,” said Jess Liberi, head of product at eMoney, who noted that 55% of ABM users reported increased client engagement since adopting the tool. “ABM is part of eMoney’s continued commitment to empowering financial advisors with technology that helps them deliver an exceptional client experience. We’re excited to see the value it brings to the financial planning industry, especially as advisors face mounting pressure to tailor approaches to tech-savvy generations.”

To learn more about ABM, click here.


About eMoney
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: www.emoneyadvisor.com.

Media Contacts:
Joanna Armandi
eMoney Advisor
(610) 684-1100, x4214

Nicholas Koulermos
5W Public Relations
(646) 843-1812