Introducing the Client Site to New Clients

The eMoney Client Site is a valuable tool to enhance your client relationships. It enables clients to organize and monitor their data, collaborate on their plans and see their full financial picture.

Check out this recorded webinar on establishing a complete Client Site onboarding process for your clients, or keep reading below for a few steps you can take before introducing the Client Site that will help create the best experience for your clients.

• Set Yourself Up as a Client
• Customize Your Client Site
• Add Client Data
• Collateral to share with your Clients
• Send your Invitations

Set Yourself Up As a Client

Before sending your clients an invitation to their website, get to know what you’re offering by setting yourself up as a client. This experience will help you become familiar with the client’s view and make you more comfortable answering common client questions.

By inviting yourself to the Client Site, you can:

• View the invitation email and self-registration process.
• Walkthrough the onboarding module.
• Learn how to quickly input data through the Organizer, client connections, and the Vault.
• Tour the different features and resources.

Customize the Client Site

Once you’ve explored all the available features on your client website, now it’s time to customize what you’d like available to your clients. Through the Manage Client Website page on your advisor site, you can select what you’d like to turn on and off. You can save custom settings for individual clients, all clients, or change the default settings.

We recommend starting with less and then adding more tools, reports, and features in the future. Take a look at the following categories:

• Features – Primary features that will be available on your client’s homepage.
• Editing Options – Decide if you want clients to have a read-only view or the ability to edit data and manage connections.
• Onboarding Options – Set up client onboarding for initial data gathering.
• Reports – Share reports that you know you’ll be using the most and want clients to see.

Pro tip: Check out the Live Training and Webinar page in your Help menu to access a webinar recording of Introducing the Client Site for more detailed customization tips.

Add Client Data

Next, to create a better experience for a client, add any information you may have. If a client logs in for the first time and sees a blank slate, they may be discouraged from taking action. We recommend prepopulating assets that you manage and then having clients complete their financial picture.

On your advisor site, you can use:

• Integrations to import clients. Check out the Applications drop-down for access to a list of eMoney’s current integration partners.
• Advisor Connections to link assets under your management.
• Base Facts to enter family information and any financial goals and priorities the client may have communicated.

Share Resources with Your Client

Once you’re ready to send the client invitation, we recommend reaching out first and offering a few resources to help the client get started.

If you’re a subscriber to Bamboo, you have access to a host of resources that help you convey the value of the Client Site—including videos and PDFs that introduce the portal, showcase key areas of the site, and more—which can be sent and monitored directly from the Bamboo platform. You can access these resources by heading to Bamboo in your top navigation bar: Bamboo > eMoney Materials.

Pro tip: Considering 94 percent of people report watching a video to learn more about a product or service¹, we recommend sending a Client Portal introductory video to clients before sending the invitation. “Life in a Box” is our most popular overview video, which you can find using the Search function. Browse our extensive library in the “eMoney Materials” section to find more videos.

If you’re not a Bamboo subscriber, there are a few resources you can leverage too!

From your Help section, download and share Client Facing user guides to assist clients during onboarding and help you present the value, privacy, and security of the Client Site.

Check out some examples below:

• Security Slick highlights the measures that keep data safe and secure.
• Website Overview Slick provides a glimpse into the available features.
• Self-Registration Process is a guide to accessing the site.
• Take Control of Your Financial World shows clients how a personal financial website makes it easy to manage both their wealth and well-being.

To promote continued engagement, encourage clients to take advantage of additional resources. Just as the Client Site provides an interactive planning experience, it also offers an interactive Help section that assists them with setting up, managing, and engaging with their profile.

Send Invitations to Your Clients

Finally, start small. Pick a handful of the clients to use as a focus group for the website. Ask these clients to provide feedback on what they liked and what they didn’t like so you can tweak your experience for future client rollouts.

Additional Client Site Training

• Webinar Recording – Establish a Client Onboarding Process
• Guide to the Client Experience
• Webinar Recording – Client Portal Builds a Bridge Between Financial Goals and Reality

Are you looking for more Client Site materials? Check out our resources and webinars in the Help section of your advisor site, or Bamboo subscribers can navigate to Bamboo > eMoney Materials. Also, read best practices on Client Site Support and Introducing Clients to the Mobile Client Site.

Learn more about how you can use Bamboo to enhance your client experience.