Grow Your Planning Business
with Bamboo

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

eMoney understands the unique challenges you face in growing your financial planning business. 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 digital marketing campaigns.
  • Establish stronger connections with clients through personalized communications designed to engage.
  • Track marketing efforts with robust analytics to ensure you are maximizing your results.

Bamboo is available for eMoney Planning clients.

Request your demo today!

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