Arrow Icon

Improving Efficiency with eMoney Data Entry Service

Visit Heart of Advice

for expert insights on the most pressing topics financial professionals are facing today.

Learn More

Webinar: Making Money More Human: The Value of Emotional Intelligence in Financial Planning (1 CFP® CE Credit) on Thursday, October 7 from 2:00 - 3:00 p.m. ET

Register Now

Based in San Diego, Calif., Croom Financial combines sound advice and strategies for its clients who are made up largely of servicemen and servicewomen.

Founder Armond Croom, who also spent four years in the U.S. Navy, is the sole advisor in his practice and pins his success on his ability to provide clients with personalized attention for their investments, education, and retirement planning.

For Croom Financial, a one-man, fee-based operation, record-keeping is a task that can quickly cut into profitability, even for someone as organized and focused as Croom.

Croom found the solution in eMoney Data Entry Services. Since 2015, Croom has relied on these services to maintain and update each clients’ records at a cost, speed, and frequency that he’d be unable to achieve on his own.

“The eMoney team knows exactly where to put the data and how to do it. The Data Entry Service is just that much more cost-effective,” Croom says.

Read the full case study to learn how he’s able to maintain a high level of customer service and increased efficiencies.

Read the Croom Financial Story

Related Posts