eMoney Advisor (eMoney) just announced the availability of Advisor Branded Marketing, a turnkey, digital marketing solution for advisors and firms that is fully integrated into the eMoney platform. Attendees of eMoney’s Fourth Annual Advisor Summit, taking place this week in Scottsdale, Ariz., received an in-depth look at Advisor Branded Marketing during a product presentation led by Jessica Liberi, SVP, Product Management. Attendees also received a free three-month subscription to Advisor Branded Marketing, the latest of nearly a dozen new products and features rolled out by eMoney over the last year. The three-day Summit featured hours of training, premier keynote speakers, industry insight and more, including a preview of eMoney’s 2018 product roadmap aimed at supporting client-led planning.
eMoney’s mission to transform the financial planning experience through innovation is supported by collecting ongoing feedback and through a deep commitment to understanding the evolving needs of both advisors and their clients. In fact, eMoney conducted client research in April to help shape the value proposition of Advisor Branded Marketing. After surveying more than 450 financial professionals about marketing and client communications, results revealed one common theme: advisors want help with their marketing.
Research from the survey found:
“Today’s advisors realize that strategic marketing is vital to the success of their business, but they also admit that they need a little help,” said Liberi. “To address their challenges, eMoney has developed a digital solution that provides professional marketing resources that are user-friendly and streamlined. With Advisor Branded Marketing, advisors can build their businesses efficiently and effectively through timely and targeted marketing right from the eMoney platform. From one place, they can capture leads, execute digital marketing campaigns, create holistic financial plans and provide an unparalleled client experience.”
Advisor Branded Marketing attracts, converts and retains clients by enabling users to:
More information about Advisor Branded Marketing is available here: https://emoneyadvisor.com/features/advisor-branded-marketing