eMoney Tip of the Week: Client Portal Connection Resources

eMoney is currently transitioning to an API based data aggregation strategy. Long term this means you and your clients will gain more control than ever over who can access their sensitive financial data. Your clients will also enjoy a more seamless experience with fewer broken connections.’

This transition won’t happen overnight, we’re working diligently to build relationships and data sharing agreements to securely import personal financial data to eMoney without the need to share login credentials.

While we’re going through this transition we want to make sure you have all the resources you need to keep your clients connected and engaged with their client portals.

It starts by making sure you take the necessary steps when introducing connections to your clients. This means setting the right expectations up front, encouraging them to be proactive, and creating a defined process for resolving connections issues.

You can help them get started with some of our client-facing connections guides below:

Want to learn more about eMoney’s API Transition? Watch a recording of our API Transition webinar with CEO Ed O’Brien to get the full story on our API-based aggregation strategy, or check out our API FAQ.

Watch the Recording

Joseph Pearson

Written By

Joseph Pearson is a Client Communications Strategist with eMoney Advisor, LLC. A three-time eMoney Wingbowl Champion, one-time Chili Cook-off Runner-up and Gold Stevie® Award-winning Front-Line Customer Service Professional of the year for 2016 - Joe is a proud father, devoted husband, and he always tries turning it off and back on again before calling IT.