Grow Your Planning Business with Bamboo

Market Your Value, So You Can Help More People Talk About Money

eMoney believes in the value of the financial professional, and we understand the unique challenges you face in growing your financial planning business—particularly in today’s economic climate.

With Bamboo, financial professionals have access to everything they need to reach and engage clients digitally, and grow their business—all from within the eMoney platform. 

  • Generate new leads by taking a targeted, multi-channel approach to your digital marketing campaigns.
  • Establish stronger connections with clients through personalized communications designed to engage.
  • Track your efforts with robust analytics to ensure you are maximizing your results.

Bamboo is available for eMoney Planning clients, so you can take action on your marketing plan.

Request your Bamboo demo today!


With Bamboo, you’ll be armed with the right content and resources to articulate your value to prospects and existing clients so you can focus on helping them plan for their financial futures.
    In the Bamboo platform, you’ll have access to:

  • A marketing dashboard that is deeply integrated with the eMoney platform

  • Fully automated campaign workflows to schedule and launch targeted lead generation content campaigns to digital channels–in just a few clicks

  • Targeted, multi-channel campaigns with everything you need so you don't have to worry about sourcing or creating content

  • Turn-key collateral and marketing resources to seamlessly bring clients onboard to your practice and the Client Portal

  • Over 2,000 pieces of high-quality, relevant content, with new content added weekly – all sharable at the click of a button

  • Marketing analytics that provide insight into campaign effectiveness and performance.

Are you ready to see how Bamboo can help you grow your business?

Have Questions?

Give us a call at 1-888-362-4612 or or visit us at
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