eMoney Advisor (eMoney) will be participating in the Technology Tools for Today (T3) Advisor Conference taking place February 14 through 17, at the Hyatt Regency Orange County in Garden Grove, Calif. Along with an engaging main stage presentation, which will walk attendees through how eMoney’s technology fits together to create a fully integrated wealth management platform for advisors and firms, the financial technology company will offer a sneak peek of innovations aimed at incorporating new technologies into the financial planning experience.
“Innovation is at the core of everything we do at eMoney, and it’s thrilling to showcase both our strategic product roadmap and the prototypes that will potentially be part of it,” said Ed O’Brien, CEO of eMoney Advisor. “At eMoney, we are committed to anticipating the challenges advisors face and developing products and features that further transform the ways people give and receive financial advice,” O’Brien said.
EMONEY’S 2017 PRODUCT ROADMAP
eMoney’s Jessica Liberi, VP, Product Management, will present “A Better Way of Doing Business: A Fully Integrated Experience by eMoney,” on the main stage from 10:50 to 11:30 a.m. on Wednesday, February 15th. She will provide an overview of the 2017 product lineup which is according to a statement sent to T3 by eMoney “designed to amplify advisor and firm success, including marketing and lead generation, creating an automated experience, business analytics, compliance and oversight, and deep integrations with new technology partners.”
Liberi will paint a picture of how advisors can leverage eMoney’s integrated tech experience to add value through all phases of the advisor /client relationship—from new client acquisition to succession planning—and efficiently scale and grow their business, including tools that will:
INNOVATION AT PLAY: THE FUTURE OF FINTECH
T3 attendees will witness firsthand eMoney’s commitment to and investment in innovation through the debut of interactive technology to transform the way advisors and clients experience eMoney. Among them is eMoney’s new virtual planning simulation, which enables participants to travel through the inner-workings of the eMoney application. It will be available as interactive content in eMoney’s Advisor Banded Marketing product, bringing advisors’ marketing efforts to a new level and, according to eMoney “radically redefining” how advisors demonstrate their services to prospects and clients. Live demos will take place throughout the conference at eMoney’s booth #301.
Additionally, Liberi will share updates on eMoney’s exploration of voice technology as it relates to real-time financial planning. Inspired by the winning idea from eMoney’s first-ever hack-a-thon held last year at the eMoney Advisor Summit, eMoney is testing ways voice technology can benefit advisors and their clients.
“Advisors are looking for tools to support their workflow from start to finish—from marketing strategies to compliance solutions and everything in between,” Liberi said. “Our goal at T3 is to help advisors stay ahead of the game by demonstrating how eMoney’s newest products deliver exceptional, integrated experiences for both advisors and their clients. I’m confident that attendees will leave T3 excited about the future of wealth management and confident in eMoney’s ability to help them be a part of it.”
ABOUT EMONEY ADVISOR
eMoney Advisor, LLC (“eMoney”), based in Radnor, Pennsylvania, is a wealth-planning system for financial advisors and firms that offers transparency, accessibility, security and organization for everything that affects their clients’ financial lives. A technology envisioned and created to transform the way financial professionals deliver scalable advice and build collaborative relationships with their clients, eMoney’s award-winning software and resources help advisors prepare their clients for secure financial futures. For more information, please visit www.emoneyadvisor.com.