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Technology has given people more ways to connect than ever before. In the financial services industry, it allows for greater efficiencies and improves the customer experience.
You need the right tech tools to scale financial planning across your client relationships. The best way to understand how technology can help grow your business is by seeing it in action.
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Today, clients expect more. Differentiate your practice with client and advisor experiences designed to pair efficiency and collaboration.
Find out how you can simplify your clients' financial lives, streamline the financial process, and maximize your value. Help clients and prospects achieve their goals and guide them through every stage of life with goals-based and cash-flow planning. Create financial plans to meet the ever-changing needs of your clients and build life-long relationships.
Learn how Bamboo, eMoney's marketing solution, will help you grow by promoting your value and establishing your brand to reach the right audience. With Bamboo, you'll attract prospects with automated campaigns designed to promote a planning-led approach, as well as engage existing clients through educational marketing materials.
Watch now as Chris Mauriello, Financial Planning Practice Management Consultant at eMoney discusses how a technology-based financial planning structure can enhance engagement, improve the overall client experience, and drive growth within your practice.
Watch NowHaving personal, meaningful relationships with clients takes commitment. Showcase the value of financial planning to promote client engagement and build long-term relationships.
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