eMoney Advisor Wins 10 Stevie® Awards for Customer Service

eMoney Launches Lead Capture, a an interactive, online workflow designed specifically for financial advisors to attract, engage and qualify leads through their online marketing efforts.
  • Gabriella Borkowski named front-line customer service professional of the year
  • Customer service department receives 2 bronze awards, among other honors

RADNOR, Pa. – Feb. 28, 2017 – eMoney Advisor (eMoney) won 10 awards in various categories at the 11th annual Stevie Awards for Sales and Customer Service held Feb. 24 at Caesars Palace in Las Vegas. Taking home both team and individual honors, eMoney’s recognition was led by Client Support Specialist Gabriella Borkowski who won gold for front-line customer service professional of the year. This is the third consecutive year eMoney has placed as a finalist in the Stevie Awards, the world’s leading business award for outstanding performance in customer service.

“At eMoney, our customers’ success is our success, which is why the members of our Client Engagement team work tirelessly each and every day to provide service and solutions that enable our customers to use our technology in ways that profoundly impact their businesses. No matter the size or scope of assistance needed, our team remains dedicated to working collaboratively and compassionately with our customers. I’m so proud that their hard work has been recognized on such a large stage,” said Steve Levis, SVP, Client Engagement.

Levis leads eMoney’s Client Engagement department, which includes more than 100 employees located in eMoney’s San Diego office and corporate headquarters in Radnor, Pa. His team manages vital functions such as operating eMoney’s call center, providing both live and online training, serving as success coaches for new clients and continuously assessing and sharing best practices with customers.

eMoney was chosen as a finalist in three departmental categories and seven individual categories with the following results:

  • Front-Line Customer Service Professional of the Year – Financial Services Industry:
    Gold: Gabriella Borkowski, Client Success Specialist
    Bronze: Sharon (Jenny) Kaufman, Client Support Specialist
  • Back-Office Customer Service Professional of the Year – Banking, Financial Services and Insurance
    Bronze: Tiffany Ulmer, Engagement Operations Specialist
  • Young Customer Service Professional of the Year – Business Services, Diversified Services, Financial Services and Real Estate
    Silver: Sarah Dougherty, Client Support Specialist and Success Coach
    Sliver: Moira O’Connor, Success Coach
  • Contact Center Professional of the Year
    Silver: Hank Cassa, Success Specialist
    Bronze: Camille Cortina, Success Specialist
  • Front-Line Customer Service Team of the Year – All Other Technology Industries
    Silver: eMoney Advisor Client Engagement
  • Customer Service Department of the Year – Computer Services
    Bronze: eMoney Advisor
  • Customer Service Department of the Year – Computer Software – 100 or More Employees
    Bronze: eMoney Advisor

Additionally, eMoney’s customer service team was nominated for two voting-based “People’s Choice” Stevie Awards in the Software and Computer Service categories.

More than 2,300 nominations from organizations of all sizes and in virtually every industry were evaluated on the basis of customer service records and recordings. The winners were selected by more than 100 professionals across the globe who formed specialized judging committees. eMoney’s Kelly Waltrich, SVP, Marketing and Communications, and Cynthia Carle, Team Lead, Client Engagement, served as judges for categories that did not contain eMoney’s nominations.

“Our Client Engagement team treats every client as an extension of our eMoney family. We advocate for them, striving to add value to every relationship,” said Carle, who compiled eMoney’s nominations. “It is a privilege to highlight the achievements of our dedicated team and have our successes recognized on a global platform by the Stevie Awards.”

For more about eMoney, visit: https://www.emoneyadvisor.com/.

Details about the Stevie Awards for Sales & Customer Service and the list of Finalists in all categories are available at www.StevieAwards.com/Sales.

 

About eMoney Advisor
eMoney Advisor, LLC (“eMoney”), based in Radnor, Pennsylvania, is the only wealth-planning system for financial advisors and firms that offers superior transparency, accessibility, security, and organization for everything that affects their clients’ financial lives. A technology envisioned and created to transform the way financial professionals deliver scalable advice and build collaborative relationships with their clients, eMoney’s award-winning software and resources help advisors prepare their clients for secure financial futures.  For more information, please visit www.emoneyadvisor.com.

About The Stevie Awards
Stevie Awards are conferred in seven programs: the Asia-Pacific Stevie Awards, the German Stevie Awards, The American Business Awards, The International Business Awards, the Stevie Awards for Great Employers, the Stevie Awards for Women in Business and the Stevie Awards for Sales & Customer Service. Stevie Awards competitions receive more than 10,000 entries each year from organizations in more than 60 nations. Honoring organizations of all types and sizes and the people behind them, the Stevies recognize outstanding performances in the workplace worldwide. Learn more about the Stevie Awards at www.StevieAwards.com.

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