T3 Conference Sneak Peek

The T3 Conference kicks off next week from February 14 – 17. If you’re planning to attend, you won’t want to miss our session on Wednesday where we’ll reveal a few big surprises on our product roadmap.

See below for a sneak peek of what to expect from next week’s eMoney session.

Advisor Assurance

To comply under increasing regulation, advisory businesses – regardless of size – will need to monitor key advisor-client interactions throughout the entire financial planning process. With Advisor Assurance, firms have access to a scalable compliance solution that stores a host of event logs such as email conversations and stored presentations to provide them with the data they need for compliance.

New Integrations

This year, we’re releasing integrations with the fintech providers below:

  • Black Diamond
  • Schwab
  • Envestnet

Advisor Branded Marketing

eMoney’s new marketing product, Advisor Branded Marketing 2.0, coming in late Spring, will not only provide advisors with a library of multimedia content to use for educational and marketing needs, it will also enable them to deliver content in a personalized way with full metrics reporting. It’s fully integrated within the eMoney platform, so advisors can communicate with clients without ever leaving the eMoney platform via ABM.

Virtual Planning Experience

Attendees at T3 will witness firsthand eMoney’s commitment to and investment in innovation through the debut of eMoney’s Virtual Planning Experience, which will be incorporated into eMoney’s revamped Advisor Branded Marketing product. Developed in-house, the virtual reality (VR) experience will bring advisors’ marketing efforts to a new level. Demos will be available at our booth, #301, throughout the conference!

Inspired by last year’s Hackathon winners, attendees can also expect a few surprises during the conference about eMoney’s exploration of and experimentation with voice technology as it relates to real-time financial planning.

Stay tuned for more information on all of these upcoming releases. Hope to see you there next week!

Brynn Dougherty

Written By

Brynn Dougherty is the Senior Manager of Product Marketing and Client Communications at eMoney Advisor. In addition to contributing to the blog, she creates and distributes email communications to current eMoney users. Brynn loves veggie wraps, French accents and 3-day weekends.