The eMoney application is designed to help you build better relationships with clients, but it doesn’t stop there. Within our system there are a wealth of innovative tools available to help you find new business as well.

Here are 6 ways you can use eMoney to engage prospects.

1. Populate the “Prospects” Group

Although everyone you add to eMoney is referred to as a “client,” you can add prospects into the system as well by grouping them into our default “Prospects” group. To add someone to the Prospects group, first add them as a regular client, then find their name in your client list, click on it, and check the box next to “Prospects” in the groups section.

2. Use Touchpoint for Efficient Communication

Touchpoint is a service within the eMoney application that allows you to easily email all your prospects at once. It has several categories that each contain multiple templates already created for your use. Once you select a template, you can edit any of its text by clicking “Create Touch” toward the top right. Then, click “Send” and a popup will appear with a “Groups” tab across the top. Select “Prospects” and “Send Touch” and it will go to everyone in that group. Later on, you can click “Sent Touches” to see who has viewed it.

3. Create a Sample Client to Showcase Your Client Portal

There is no better way to communicate its power to a prospect than through a live demonstration. You can do this with prospects by adding a sample client to the eMoney system and providing it with a Client Portal. To do this, add a new client under a noticeably fake name (so you don’t forget they are a sample client) or select one of the default eMoney Sample Clients. Register a client portal for the sample client like you would for any client, but send the invitation to your email address. That way you can log into the portal to showcase features.

To add authenticity to the sample client, eMoney has a sample connection used to add mock account data. Search for eMoney in the Accounts area of the Organizer and enter “emoney” (all lowercase) for both user ID and password. Now your client has more realistic connections.

4. Encourage Current Clients to Use The Mobile Client Site

Giving your clients mobile access extends your presence anywhere they go. And you can easily help your client set up mobile access by guiding them to the rotating tile at the bottom right hand corner of their client portal. The second slide titled “Mobile” has a “Learn More” link that clients can click to email themselves their client portal URL. Have them open that email on their mobile device, click the link and save it to their home screen. Once they do this, your firm’s logo is a bookmarked icon on the device home screen that looks and works like an app. If you’re not sure how to save the link for your client’s device, we have PDFs with screenshots for multiple devices in our Knowledge Base.

Now, each client that has mobile access is a walking advertisement for your firm.

  

5. Connect to the Next Generation

Some of your closest prospects are any adult children of your current clients. Offer them some basic, low maintenance services now to begin a relationship and potentially turn them into a client down the line. If their parent has a client portal, make the adult child an alliance partner or additional website user so that they can access parts of their parents’ portal. To go a step further, give them their own portal to use and limit the features if you prefer. Since younger generations are very tech savvy, any of these strategies will likely take little effort. Offering these benefits now will make a better impression and it will be more likely they become a client later on.

Employ our pre-built Sample Clients to introduce interactive planning

eMoney’s interactive planning tools improve your impact on clients by making their plan come to life. Since our brains process visuals 60,000x faster than text, these tools help your clients grasp your presentation much more quickly than traditional reports. The planning tools are easier to demo using a pre-built sample client so you don’t have to spend time entering fake data into the facts. We have 5 pre-built sample clients that anyone with our 360 Pro license can add. Add one, change the name or edit the facts to better mimic your prospect and impress them by featuring the Goal Planner, Decision Center or Distribution Center.

6. Use Advisor Branded Media to Enhance Your Marketing

For those that subscribe to our Advisor Branded Media package, you have compelling material at your disposal. Current subscribers will find their marketing videos under the “more” menu. For interested parties, a free trial can be requested through the “Advisor Branded Media” link at the bottom of eMoney. The package has 4 different video groups. Hover over any individual video to see available actions. “Celebrity Narrated” is the most widely used group; as it has broad videos about the importance of financial planning. Put a link to one in your email signature or play one on a loop in your lobby.

Use the “Client education” group to host financial workshops or seminars and the “Target Markets” or “Youth Fundamentals” group to personalize your pitch to specific prospect groups. Embed a video from any group to your firm website to increase its search engine optimization (SEO). Websites with video content rank higher in search results than those without. Go the extra mile and rotate the videos you embed to further increase your SEO.