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.

Request your demo today!

  • 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.


Lou Melone

“It’s a trust business. It’s a referral business… Over the years I have seen many different avenues to market. But the reality comes down to creating the time to build trust and deliver plans that reinforce it.”

Lou Melone

Managing Partner of Budd, Melone & Co.

Related Content