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Practice Management > Building Your Business

eMoney Goes Live With Advisor Marketing Platform

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Advisor Branded Marketing, a digital marketing solution from eMoney Advisor, is now available to advisors on the eMoney platform, the company announced Wednesday.

The marketing platform is designed to help financial advisors on eMoney’s platform create customized marketing campaigns. It offers targeted multimedia content, analytics tools and social media sharing capabilities, and is fully integrated into eMoney’s platform. ABM pulls data from the eMoney platform to help advisors create targeted campaigns based on clients’ own information.

(Related: How Ron Carson, Others Lure Clients With Latest Tech)

A survey conducted by eMoney in April found that 98% of advisors feel marketing and client communication is important to help them grow their business, while 86% said they need help with marketing. Over half said they spend more than $5,000 a year 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,” Jessica Liberi, senior vice president of product management at eMoney, said in a statement. “To address their challenges, eMoney has developed a digital solution that provides professional marketing resources that are user-friendly and streamlined.”

EMoney announced the official launch of the new platform at its annual conference in Scottsdale, Arizona, on Wednesday. The tech firm first announced the turnkey marketing platform in February.

“With Advisor Branded Marketing, advisors can build their businesses efficiently and effectively through timely and targeted marketing right from the eMoney platform,” Liberi said. “From one place, they can capture leads, execute digital marketing campaigns, create holistic financial plans and provide an unparalleled client experience.”

Conference attendees were given a three-month subscription to the marketing platform. The full annual price for the platform will be $1,500.

— Read EMoney Launches Enterprise Division on ThinkAdvisor. 


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