eMoney Summit 17 Recap: Day Three

To start of the final day of the 2017 eMoney Summit, a surprisingly alert and large crowd filled the main hall at 8:00 am sharp to watch eMoney’s Jess Liberi run through the eMoney Product Roadmap.

As our Vice President of Product, Jess provided first hand insight into what influences our product vision and just what it takes to create a new eMoney feature. She walked everyone through a number of new features and products including the Automated Managed Platform, Lead Capture, Advisor Assurance, and more. But most important of all, she announced the release of the all-new Advisor Branded Marketing.

The remainder of the morning was filled with the wildly popular eMoney breakouts, trainings, and one-on-one sessions all geared toward providing advisors with the opportunity to learn how to better use their software. Session topics ranged from advanced planning tips to best practices for the client experience and even breakouts dedicated solely to feedback.


After another round of eMoney breakouts, it was time to close Summit out. Attendees were treated to a wonderful presentation from well-known White House photographer Pete Souza, who took nearly 2 million photographs of former presidents Barack Obama and Ronald Reagan. With such a wealth of behind the scenes photos from our nation’s highest office, Pete was able to guide everyone through some of the most seminal moments in American history as well as some of the sweetest.

And just like that it all ended. Three inspiring, informative, action-packed days in the books. Until next year!

Jacob Leise

Written By

Jacob is a Content Manager at eMoney Advisor.