2018 eMoney Summit: Product Roadmap Highlights

Speakers at the 2018 eMoney Summit delivered inspiring keynotes, educational breakout sessions, and … product announcements! In case you missed it, Jess Liberi, our Head of Product, presented our company product vision. She covered not only what we’re building, but why and how. And perhaps most importantly, for whom. We evolve our platform to anticipate and respond to changing…

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Best Practices: Mastering the Digital Marketing Funnel

While you’re probably familiar with the traditional sales funnel, are you an expert in the digital marketing funnel? If not, don’t worry. Advisors who focus exclusively on moving prospects through the sales funnel can miss opportunities to build trust with them before that important first conversation. But how do you facilitate these moments before you’ve even made contact? Today’s…

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New “Request a Feature” and “Request a Connection” Pages Released

Do you have brilliant suggestions that can help make the eMoney platform even better? We want to hear them! That’s why we’ve created a new Request a Feature page and Request a Connection page that allow you to submit and track your eMoney product suggestions and connections. With the new Request a Feature and Request a Connection pages, not only can you…

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New Basic Analytics Charts Released

With analytics, you can make data-driven decisions to differentiate your business and better serve your clients. That’s why we updated our Basic Analytics platform with the first set of charts designed to enhance the insights previously accessible only through our Advisor Opportunity reports. New charts being added to Basic Analytics include: Client Mortgages by Interest…

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Navigate with eMoney Voice Assistant – Coming Soon

As voice recognition technology has advanced, companies have adopted it to streamline our everyday tasks. You can now talk to your devices to search the web, turn on your lights, make phone calls, and find your favorite TV shows. And soon, you’ll also be able to use voice commands to control your eMoney application. With eMoney Voice Assistant, you’ll be able to…

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