The eMoney Client Portal is a valuable tool to enhance your client relationships. It enables client to organize and monitor their data, collaborate on their plans and see their full financial picture.
Let’s look at a few steps you can take before introducing the Client Portal that will help create the best experience for your clients.
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 Portal, you can:
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:
Pro tip: Check out the Live Training and Webinar page in your Help menu to access a webinar recording of Introducing the Client Portal for more detailed customization tips.
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:
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. 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 Portal.
Check out some below:
To promote continued engagement, encourage clients to take advantage of additional resources. Just as the Client Portal provides an interactive planning experience, it also offers an interactive Help section to help them set up, manage, and engage with their profile.
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 that you can tweak your experience for future client rollouts.
Are you looking for more training? Check out our resources and webinars Help section of your advisor site. Also, read best practices on Client Portal Support and Introducing Clients to the Mobile Client Portal.