Onboarding Clients into the eMoney Application (Training Webinar)

Onboarding Clients into the eMoney Application

In this week’s Training Webinar, we go through the best practices for onboarding clients into the eMoney Application. We discuss self registration, which allows clients to setup their client website on their own time, and eMoney’s new automated onboarding workflow, providing tips on how best to use each feature.



Click Here to Watch the Recording.

If you’d like to register for any of our upcoming training webinars, head over to the eMoney Training page and select the Webcasts tab.