Client Requests to Use eMoney Logo or Screenshots

Sometimes clients request to use the eMoney logo or screenshots from the app for their own marketing purposes. If you receive a request like this from a client, please follow our formal internal request process outlined below.

Internal Request Process

• Have the customer email CS. Please use this email template, which outlines our approval process.
• Once you have information from the client on the specific use case, email Joanna Armandi (Marketing) or Rachel Eccles (Marketing) requesting Marketing’s approval, and CC Contracts@emoneyadvisor.com
  1. Explain what will be displayed – eMoney logo and/or screenshots
  2. Explain where eMoney logo and/or screenshots will be displayed
     1. Client’s website – Need URL link
     2. Client’s marketing material – Need sample of material
• Once approved by Marketing, Legal will prep the Name and Logo License Agreement and send to the employee
  • Places to fill in:
    • Company Name,
    • Company Address,
    • Date, and
    • Exhibit A – Depends on customer’s use case. Keep it simple and to the point. Most common example of Exhibit A is the eMoney logo and the website where logo will be used. 
• Employee sends the prepared form to client to review and sign (preferably DocuSign)
  • Once signed by client, send signed agreement to Contracts@emoneyadvisor.com
  • Contracts will obtain countersignature from either Joanna Armandi (Marketing) or Rachel Eccles (Marketing)
• Contracts will provide a copy of the fully signed agreement to employee
• Employee sends fully signed agreement to client and (if applicable) zip file ‘eMoney Logo Suite’