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How to Submit Product Suggestions to eMoney

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Here at eMoney, we continue to develop our platform to stay relevant with the changes, trends, and needs of the financial industry. But our development doesn’t just begin with our internal expertise. We’re always focused on the needs and wants of users like you, which is why product suggestions are a critical part of our development process.

We strive to make the process of providing feedback as simple as possible. There are two ways you can send a product suggestion:

1. The Contact Us link with the advisor dashboard

If you are in the eMoney application and want to make a suggestion, simply select the Contact Us! link at the bottom of your screen. This generates an email directly to customerservice@emoneyadvisor.com.

2. Over the phone

Any time you are calling into our Customer Service Team or Speaking with your Success Coach, you can let us know your feedback. The Customer Service Team and Trainers will gladly send your product suggestion to our Product Development team. Do not hesitate to provide feedback as we typically receive around 500 suggestions a month .

What do we do with your suggestions?

After submitting a product suggestion our team filter these into two separate categories Planning-specific and Platform-specific. Our planning meet weekly to handle the planning suggestions and our customer service team categorizes the platform specific suggestions. Once filtered our developers receive the suggestions and utilize the input during design updates.

Suggestions that are frequently received and passed on to the development team are usually developed into the platform. In fact, over the past few months alone some of our most important updates either began as suggestions or were heavily influenced by them. These included:

  • Client Website Onboarding
  • WealthBox Integration
  • Office Analytics and Advanced Analytics
  • Advanced Planning How-Tos
  • Sub Reports for Tax Type Breakdown
  • Account Notifications for Connections
  • Custom Financial Priorities

With the constant changes in the industry please never hesitate to send us your feedback!

 

 


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