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New Bamboo Content: March 2022

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What makes this year's eMoney Summit different? For starters, our agenda has been built around our most popular training programs and frequently searched Help menu terms.

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This post highlights our new pieces of content in Bamboo, some revised content, along with new lead generation campaigns available from March 29th. Login to Bamboo to explore further!

New Content

Most of this new content centers around new homebuyers and those who need a quick reminder about the basics of the homebuying process. You will also find a new article addressing tax returns.

6 Wise Ways to Use Your Tax Refund (Article) – This article outlines financially responsible ways that your clients can use their tax refund, such as paying down debt, contributing to an IRA, or funding an emergency fund. 

Mortgage 101: The Basics of Funding Your Home Purchase (Article) – This article breaks down the different home financing options for first-time homebuyers.

Take These 5 Financial Steps Before Starting Your Home Search (Article) – This new article discusses all of the ways your clients need to prepare financially for buying a home.  

5 Modifications to Make to Your Finances After Buying a Home (Article) – This article gives a high-level overview of what aspects of your clients’ financial plan need to be revisited after buying a home.

Updated Content

Protecting Those You Love Most (Video) – To reflect today’s values and eMoney’s dedication to Diversity and Inclusion, and thanks to user feedback, we’ve added more diversity to this video. This will be updated in both the Content Library and the Women – Protecting Those You Love campaign.

Shape Up Your Financial Plan (Video) – To reflect today’s values and eMoney’s dedication to Diversity and Inclusion, and thanks to user feedback, we’ve added more diversity to this video. This will be updated in both the Content Library and the Planning for Medical Professionals campaign.

New Lead Generation Campaigns

Financial Advice for First-Time Homebuyers– This campaign helps first-time homebuyers understand how purchasing their first home fits into their greater financial picture and how you can help your clients better understand the true cost of owning a home.

Financial Advice for Home Sellers– This campaign helps potential home sellers by walking through the main factors your clients should consider when deciding if it’s the right time to sell and what they can do to get the best price for their home.

Stay tuned for April content updates next month!


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