eMoney Creates Successful Online Training Platform with TeachMe, Reducing Support Burden and Improving Client Engagement

92% Platform Adoption with WalkMe
Effortless Training with TeachMe
Significant drop in support calls

eMoney Advisor offers personalized financial planning solutions, and it needed a training platform that was as scalable, comprehensive, and customizable as its program offerings. WalkMe’s TeachMe application provided a way to engage and instruct users, without relying on in-person assistance.

In fact, since implementing WalkMe, eMoney has seen:

  • 92% adoption of the TeachMe platform
  • Significant drop in support calls
  • More meaningful success coaching sessions
“WalkMe has helped eMoney scale and streamline user adoption and share critical messages with target audiences. We were able to create customized courses that save time, eliminate tedious work, and produce meaningful and strategic conversations, enabling our customers to get the most out of our software, service, and support.“
~ Steve Levis
SVP, Client Engagement, eMoney Advisor

Executive Summary

eMoney Advisor’s scalable wealth management platform is designed to help financial planners offer on-point advice to clients, while building collaborative relationships. The onboarding process for the eMoney platform, however, needed to be streamlined, less tedious, and easier to use. eMoney required a comprehensive training tool that would reduce support calls and ensure client sessions Success Coaches focused on strategy, not how-tos.

Using TeachMe, eMoney and WalkMe created a virtual onboarding guide including videos, PDFs, and intuitive Walk-Thrus. The TeachMe courses were embraced by eMoney clients, demonstrated by increased adoption rates. Clients now learn the wealth management technology independently and more efficiently. As a result, in-person coaching sessions are much more productive and meaningful, and advisor/client relationship are stronger.

“WalkMe has helped eMoney scale and streamline user adoption and share critical messages with target audiences. We were able to create customized courses that save time, eliminate tedious work, and produce meaningful and strategic conversations, enabling our customers to get the most out of our software, service, and support.“
~ Steve Levis
SVP, Client Engagement, eMoney Advisor

eMoney Advisor offers personalized financial planning solutions, and it needed a training platform that was as scalable, comprehensive, and customizable as its program offerings. WalkMe’s TeachMe application provided a way to engage and instruct users, without relying on in-person assistance.

In fact, since implementing WalkMe, eMoney has seen:

  • 92% adoption of the TeachMe platform
  • Significant drop in support calls
  • More meaningful success coaching sessions

Executive Summary

eMoney Advisor’s scalable wealth management platform is designed to help financial planners offer on-point advice to clients, while building collaborative relationships. The onboarding process for the eMoney platform, however, needed to be streamlined, less tedious, and easier to use. eMoney required a comprehensive training tool that would reduce support calls and ensure client sessions Success Coaches focused on strategy, not how-tos.

Using TeachMe, eMoney and WalkMe created a virtual onboarding guide including videos, PDFs, and intuitive Walk-Thrus. The TeachMe courses were embraced by eMoney clients, demonstrated by increased adoption rates. Clients now learn the wealth management technology independently and more efficiently. As a result, in-person coaching sessions are much more productive and meaningful, and advisor/client relationship are stronger.

Executive Summary

eMoney Advisor’s scalable wealth management platform is designed to help financial planners offer on-point advice to clients, while building collaborative relationships. The onboarding process for the eMoney platform, however, needed to be streamlined, less tedious, and easier to use. eMoney required a comprehensive training tool that would reduce support calls and ensure client sessions Success Coaches focused on strategy, not how-tos.

Using TeachMe, eMoney and WalkMe created a virtual onboarding guide including videos, PDFs, and intuitive Walk-Thrus. The TeachMe courses were embraced by eMoney clients, demonstrated by increased adoption rates. Clients now learn the wealth management technology independently and more efficiently. As a result, in-person coaching sessions are much more productive and meaningful, and advisor/client relationship are stronger.

THE
Challenge

Developing a comprehensive virtual learning experience

eMoney’s challenge with onboarding stemmed from a need for a comprehensive virtual learning experience for their end users. This void resulted in high call volumes, as appointments with Customer Success Coaches turned into training sessions on how to use the software, instead of being focused on best practice strategies and how to efficiently and effectively succeed with the eMoney Platform.

Looking for insight into how users interact with eMoney

eMoney required a training platform which was easy to navigate, could live as an overlay on the eMoney application, could provide gamification, and had the capability to generate business insights that revealed exactly how users were completing training modules.

eMoney needed a way to eliminate tedious point-and-click training and shift client sessions with Success Coaches away from administrative tasks to meaningful and strategic conversations.

THE
Solution

TeachMe offers an all-in-one online onboarding solution

WalkMe is now an integral part of eMoney’s strategy to make user adoption efficient and effortless. eMoney created an external LMS utilizing WalkMe’s TeachMe application that now lives in the Help menu. This comprehensive virtual onboarding guide is comprised of video, PDF, and Walk-Thrus designed to engage and interact with end users during training.

With the help of WalkMe’s team, eMoney created 10 different courses in TeachMe that mimic the training process that users would typically go through with a Success Coach. eMoney also added a Search functionality to the Help menu, allowing users to easily identify and access all of eMoney’s resources in one widget. Using TeachMe, eMoney has created an entire program with 80+ self-guided Walk-Thrus and over 200 resources for bringing new users up to speed quickly and at scale.

Customizable course work for individual financial planning needs

eMoney is not designed to be a one-size fits all financial planning solution and the company prides itself on offering users a personalized customer experience. With WalkMe, eMoney is able to offer customized course work within TeachMe, that users complete independently. This program allows customers to concentrate on strategy when they meet with their Success Coach, and focus on applying these lessons to their business in real-time.

THE
Benefits

TeachMe reduces support calls — and improves advisor-client relationships

Since WalkMe has been active on eMoney’s platform, eMoney reports a double-digit increase in user adoption, and a significant reduction in support calls. eMoney now boasts 92% of new clients have learned how to use the wealth management technology with WalkMe’s TeachMe guidance tool.

Clients are clearly motivated to learn the basics from WalkMe and as a result, eMoney’s success coaching sessions with clients have become more meaningful. With WalkMe’s help, eMoney is able to scale and personalize training across groups of advisors with very different needs, while still maintaining a solution that strengthens the advisor/client relationship. eMoney’s client onboarding program is now seamless and efficient, further empowering end users to get the most of eMoney’s technology.

About eMoney Advisor
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