eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, announced the Getting Started Program, an expansion of its robust onboarding, training and coaching services. Available now to all new eMoney clients, the Getting Started Program provides personalized onboarding with strategically aligned training resources to help kick start the eMoney experience.
Read More: Finhabits Launches Microlearning Journeys to Help Diverse Communities Build Healthy Financial Habits
“We realize no two clients have the same exact needs or learning styles. The Getting Started Program enables us to provide personalized learning at scale and ensures our clients get the most of the eMoney platform from day one”
As part of the Getting Started Program, new advisors are partnered with an eMoney expert who creates specialized learning journeys that cover the core concepts and tools based on the advisor’s eMoney package and specific business needs. Each learning journey consists of a combination of Core Concepts sessions and coaching sessions. Core Concepts sessions teach the fundamentals of the eMoney platform and can be completed by either attending a live group webinar or watching an on-demand video. Coaching sessions expand on the fundamentals learned in the Core Concepts sessions through one-on-one learning with a dedicated eMoney expert. These collaborative sessions allow advisors to apply their learning to real client cases and work with real client data.
Read More: Finhabits Launches Microlearning Journeys to Help Diverse Communities Build Healthy Financial Habits
Topics covered in Core Concepts and coaching sessions include:
- Navigating the eMoney system
- Optimizing data aggregation
- Creating data entry efficiencies
- Rolling out the Client Portal to end-clients
- The power of eMoney’s Advanced Planning and Interactive tools
- Building and presenting a plan
“We realize no two clients have the same exact needs or learning styles. The Getting Started Program enables us to provide personalized learning at scale and ensures our clients get the most of the eMoney platform from day one,” said Frank Tropiano, head of client services at eMoney Advisor.
Read More: WorldRemit Partners with Wizall Money to Launch its First Mobile Money Transfer Service to Senegal
