Advisor Branded Marketing, eMoney’s Fully Integrated, Digital Marketing Solution, Now Available

Liberi demonstrated Advisor Branded Marketing’s capabilities and reviewed a series of products and features eMoney has launched over the last year, including Advanced Analytics, Advisor Assurance, Lead Capture, RSA Two-Form Factor Authentication, Digital Advice and more. In addition, she previewed the FinTech company’s Simplified Planning tools that enable streamlined planning for investors with less complex planning needs. She also highlighted forthcoming integrations with Salesforce and Schwab. To cap the presentation, attendees were surprised with a free three-month subscription to Advisor Branded Marketing.

eMoney’s mission to transform the financial planning experience through innovation is supported by collecting ongoing feedback and through a deep commitment to understanding the evolving needs of both advisors and their clients. In fact, eMoney conducted client research in April to help shape the value proposition of Advisor Branded Marketing.

After surveying more than 450 financial professionals about marketing and client communications, results revealed one common theme: advisors want help with their marketing. Research from the survey found:

  • 98 percent feel that marketing and client communications are important to growing their business and retaining clients
  • 86 percent admit they need help improving marketing abilities
  • 51 percent rely on marketing to engage with millennials
  • Over half spend more than $5,000 annually on marketing technology

“Today’s advisors realize that strategic marketing is vital to the success of their business, but they also admit that they need a little help,” said Liberi. “To address their challenges, eMoney has developed a digital solution that provides professional marketing resources that are user-friendly and streamlined. With Advisor Branded Marketing, advisors can build their businesses efficiently and effectively through timely and targeted marketing right from the eMoney platform. From one place, they can capture leads, execute digital marketing campaigns, create holistic financial plans and provide an unparalleled client experience.”

Advisor Branded Marketing attracts, converts and retains clients by enabling users to:

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