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

digital experiences

92% Platform Adoption
with WalkMe

employee training

Effortless Training
with TeachMe

employee support

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.

About eMoney Advisor

eMoney Advisor creates scalable wealth management technology that transforms the way financial professionals deliver advice and build collaborative relationships with their clients. Today, eMoney aggregates more than $2.5 trillion dollars in assets for more than 45,000 financial professionals, serving 1.9 million end-clients.

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