Communications Resource Center (CRC) Launch

The Communications Resource Center (CRC) is a new resource that will be made available to eMoney Admin users and home office clients on May 4, 2021. The goal of this new portal is to help home offices generate eMoney interest, promote successful onboarding, encourage ongoing engagement, and elevate system usage via a ready-to-use library of email templates designed to help home offices supplement their existing eMoney communications. Resources to help you get familiar with the CRC are below.

• If you have any questions regarding the CRC initially, feel free to contact clientcomm@emoneyadvisor.com.
• For questions following the launch, please use the public Comm Resource Center (CRC)Teams channel.

Resources for Launch

NOTE: All resources listed below can be found in the “Enterprise Standard/CRC Resource” section in each client-facing teams’ Seismic page (accessible via Okta). Any future CRC-related resources will be added here for easy team access.

• Link to CRC: https://emoneyadvisor.com/communications-resource-center/
  • Please do not share this link as shown above with any external clients, as they should always be provided a unique URL.
  • Admin users are encouraged to access via their Help menu in-app
• Overview video: https://emoneyadvisor.com/communications-resource-center/faq/
• In Seismic
  • Internal CRC Cheat Sheet
    (Recommended first resource to reference)
  • Internal GTM Deck (Used in Launch Meetings in prep for launch)
  • Internal FAQ 
  • External CRC Overview Slick
  • List of Unique CRC URLs
    (Recommended for client-facing team leads to share w/ teams)

NOTE: This doc will be updated as new URLS are added. Please always reference this list as the most up to date version and do not download a copy to your desktop.

Creating New Firm URLs to the CRC

When a new relationship joins eMoney, client-facing teams are responsible for introducing the CRC and should follow the steps below to create/request a new firm unique URL to the CRC:

• Email clientcomm@emoneyadvisor.com with a request, including the Account’s name (as listed in Salesforce).
• A unique URL for the firm will be generated and shared back with the requestor within 48 business hours.
• This client-facing email template can be used to provide the URL back to the firm home office POCs

Communication Plan to Existing Relationships

• Launch Day: Email Announcement
  • Following launch, the Client Comm team plans to monitor email/site engagement and distribute follow-up awareness outreaches over the weeks following launch.

1. Audience: List of recipients for launch email announcement
   0. List comprised of:
      0. All active Admin users who will have the CRC accessible via their Help menu
      1. Communication Approvers for firms on the Enterprise Release cycle
      2. Those on our monthly Home Office Newsletter distribution list
      3. Ad-hoc CSM and AM additions

Communication Workflow to New Relationships During Rollout

• Sales Process: Enterprise Sales has been trained to speak to the value of communications and introduce the CRC (Working directly with Sales to provide talking points and sales enablement resources)
• Rollout:
  • Client-facing teams who own the kick-off and are primary points of contacts for home offices are responsible for introducing new home office clients to the CRC via this client-facing deck titled, “CRC_External_Comm_Intro_Deck” in Seismic.
  • Team owners have been trained for this conversation and may be:
    • Client Implementation Team
    • ERA Team (Formerly the RM Team)
    • CSM Team
    • AM Team

Premium Communications Support

In addition to the launch of the CRC, we are adding the availability of an added value called Premium Communications Support. Enterprise Sales will sell Premium Comm Support in the case that a prospective new home office relationship needs more white-glove communications support in addition to utilizing the CRC. This Communications Team service is a one-time cost for a 6-month period. This enterprise sales slick provides more information.

PLEASE NOTE: We no longer offer new relationships the opportunity for “our team to handle your onboarding communications outreach”. Instead, focus on the value of the CRC and encourage home office contacts to use this new site as their source of truth for their most up-to-date communication materials!