eMoney Advisor Enhances Digital Marketing and Engagement Tool

The tool aims to help financial professionals more easily grow, retain and engage their client bases.

By DJ Shaw

eMoney Advisor, a provider of financial technology solutions and services, has announced the launch of new features for Bamboo, its digital marketing and engagement tool.

The recent enhancements are focused on helping financial professionals deepen client relationships, increase client retention, generate new clients and increase efficiency. They include the following:

  • Customer relationship management integration, allowing advisers to efficiently manage contacts by integrating with Redtail CRM;
  • Email scheduling that enables emails to be sent at a later date, allowing for the ability to plan ahead and stay focused on the areas of the business that need attention most; and
  • Customizable branding that features company logos on content including emails, landing pages and printable PDFs.

According to a recent eMoney Advisor investor trend survey, 32% of Americans who are not currently working with a financial adviser say they would consider working with one in the future if they communicated using easily understandable terms.

“We aim to empower financial professionals with the marketing tools and resources they need to grow, retain and engage their client base and share easy-to-digest information about topics that are top of mind,” says Valerie Rivera, eMoney senior product marketing manager. “Our recent product enhancements will enable them to implement these tools into their practice seamlessly, scale their marketing efforts, communicate with clients and prospects, and demonstrate their value as financial professionals.”

Other current product features include ready-to-launch automated lead generation campaigns, access to fresh and relevant content, simple email marketing, quick social media sharing and marketing analytics.