The eMoney Client Experience: New Look and Feel

The eMoney Client Experience is being reimagined to help you make stronger, more powerful relationships with clients. Check out the video below on phase one of the release: the new look and feel.

We all know that wealth is measured by more than just money metrics.  For most clients, what matters most are the personal experiences they share with the people they love the most.

That’s why eMoney is reimagining the Client Site to help make personal financial management…more personalized.

With a new look and navigation, the eMoney Client Experience is being redesigned to help your clients capture the unique emotions behind their wealth. Connecting their finances to their personal goals. And their goals to the family members who are important in their lives.

The new design will help clients directly onboard their financial data and customize their site with personal photos and images of their family and possessions.

The new Client Experience is being tested now and is set to launch in 2016.  Check out the eMoney blog for continual updates on this important new development in the emX experience!