eMoney Advisor’s client services team wins 6 Stevie® Awards, including bronze honors for contact center of the year

  • This is the fourth straight year eMoney has been recognized by the Stevie Awards, the world’s top honors for customer service and sales professionals
  • In addition to team awards, three eMoney employees received individual honors for customer service

RADNOR, Pa. – Feb. 27, 2018 – eMoney Advisor (eMoney) won six awards during the 12th annual Stevie Awards for Sales and Customer Service banquet on Feb. 23 at Caesars Palace in Las Vegas.

The client services team won in the following categories: 

  • Back-office Customer Service Professional of the Year
    Melissa Houlemarde – Gold
  • Front-line Customer Service Professional of the Year
    Teal McIntosh – Silver
  • Young Customer Service Professional of the Year
    Danielle White – Silver
  • Front-line Customer Service Team of the Year
  • Contact Center of the Year (Technology)
  • Customer Service Department of the Year (Technology)

“eMoney provides an innovative wealth planning platform that continues to evolve as our clients’ needs change, and it’s equally important for the eMoney team to provide excellent service and support to help meet those needs,” said Frank Tropiano, head of client services at eMoney Advisor. “We’re proud to have our client services team recognized again for their passion and dedication to our 50,000 users, enabling them to get the most out of the eMoney platform to grow their businesses.”

The client services team, comprised of more than 115 employees located in eMoney’s Radnor, Pa., and San Diego, Calif., offices, upholds eMoney’s commitment to providing superior quality service to clients. They manage critical functions such as operating eMoney’s call center, providing ongoing training sessions and leading in-depth coaching, ultimately serving as true partners to eMoney’s diverse client base.

The client services team’s notable achievements in 2017 include: 

  • Onboarding more than 7,200 new users to the eMoney platform
  • Creating 175 in-app tutorials
  • Reaching nearly 21,000 users through online and live training sessions

More than 2,500 Stevie Award nominations from organizations of all sizes and in virtually every industry were evaluated in this year’s competition. Winners were determined by the average scores of more than 150 global professionals in seven specialized judging committees.

“Our client services team form strong bonds with our clients because we understand their needs and are advocates for them,” said Cynthia Carle, a supervisor on eMoney’s client services team. “Each year, I have an increased appreciation for my peers and the passion they bring to work every day.”

About eMoney Advisor, LLC
eMoney Advisor, LLC (“eMoney”), based in Radnor, Pennsylvania, is the leading, scalable wealth management technology developed for financial professionals, firms and enterprises of all sizes. Rooted in collaborative financial planning, eMoney’s technology enables financial professionals to build stronger client relationships, streamline business operations and drive revenue and growth. Developed and perfected by more than 600 passionate, innovative and dedicated employees in three locations, eMoney’s solutions transform the wealth management experience for more than 50,000 financial professionals and 2.1 million end-clients nationwide. For more information, please visit www.emoneyadvisor.com

About the Stevie Awards
Stevie Awards are conferred in seven programs: the Asia-Pacific Stevie Awards, the German Stevie Awards, The American Business Awards, The International Business Awards®, the Stevie Awards for Great Employers, the Stevie Awards for Women in Business and the Stevie Awards for Sales & Customer Service. Stevie Awards competitions receive more than 10,000 entries each year from organizations in more than 60 nations. Honoring organizations of all types and sizes and the people behind them, the Stevies recognize outstanding performances in the workplace worldwide. Learn more about the Stevie Awards at www.StevieAwards.com.

Sponsors of the 12th annual Stevie Awards for Sales & Customer Service include HCL Financial Services, Rant & Rave, Sales Partnerships, Inc. and ValueSelling Associates, Inc.

Grayce Turnbach

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