Read this case study to learn how Croom Financial is able to maintain a high level of customer service and increased efficiencies using eMoney Data Entry Services.
What’s your plan of action to get your more reluctant prospects to take the next step in your sales pipeline?
Learn why New Vision put eMoney at the center of every client engagement.
In this case study, read how oXYGen’s positive, service-minded attitude and eMoney’s scalable financial planning technology has propelled their AUM to $1.1 billion in less than a decade.
In the summer of 2018, Horizon launched Simplifynance, a service designed to attract next-gen clients, by offering a collaborative, digital experience built around eMoney. Read the full case study for more details on their Simplifyance service and how it’s setting the firm up for future success.
Join our Head of Financial Planning on Wednesday, December 5 at 2:00 p.m. EST for a sneak peek into our new streamlined planning solution designed to help you produce more plans for more clients.
Join Jody Padar – Radical CPA and CEO of the New Vision CPA Group – on Thursday, November 15 at 2 p.m. EST to hear why she’s LEADING with planning and how she’s made the shift with a 100% cloud-based firm.
Financial technology has revolutionized the client experience in the financial services industry much like companies such as Uber and Spotify have completely transformed their respective industries. In this article, you’ll find five ways you can strengthen your firms’ client experience.