It goes without saying that technology has been a mass disruptor in every industry.
In wealth management, fintech, as it’s referred to, has set the foundation for growth and efficiency with companies like eMoney leading the charge.
Nearly 25 years ago, eMoney Advisor hit the scene, providing a tool to help make advisors more efficient by leveraging the internet with a platform that allowed clients to access a “living breathing plan”—as opposed to a binder of documents that became stale shortly after delivery.
Today, eMoney continues to help create efficiencies for advisors and foster conversations with their clients about money by leveraging a suite of tools designed to empower planning and elevate the client experience.
So how can advisors best leverage technology like eMoney? What’s the real impact of fintech on an advisor’s business? And what is the next big disruptor everyone in wealth management should be aware of? We invited the CEO of eMoney, Susan McKenna, to join Jason Diamond on the show, to answer those questions and more, including:
- The role of technology in wealth management—and how it serves as both an instigator and disruptor.
- The crowded landscape of fintech—and how eMoney stands out among the rest.
- The eMoney unique value proposition—and how education and community play a large role in their success.
- The gap that eMoney recognized early on—and how their solutions went beyond the initial need they identified.
- The relationship between client experience and growth—and how eMoney’s tools offer a competitive advantage.
- The impact of AI on the industry—and how she perceives the future from the eyes of the advisor.
Susan offers a unique perspective as someone who grew up through the ranks of the firm and drives an interesting conversation that describes the evolution of eMoney and the financial planning world—and technology’s role within it. It’s an episode that advisors at all levels and firms will learn from.
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