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The Learning Center Launched on Oct. 24!

Client Services October 21, 2024 Grayce Turnbach

We’re excited to introduce The Learning Center, an all-in-one platform designed specifically for eMoney users! Our dedicated project team has worked tirelessly to create a seamless and comprehensive learning experience.  The Learning Center is now available, via the Training link on the blue navigation bar, for EMA users and will be released to Enterprise Partners on November 6.

Overview

The Learning Center provides eMoney users – new and returning – with a personalized, continuous learning experience tailored to their business goals. The Learning Center was created to unify our users’ eMoney platform learning experience into one easy to navigate platform. It will also increase efficiencies internally by integrating the various tools together to automate manual data processing tasks.

Key benefits of The Learning Center are below:

  • A Single Source of eMoney Platform Training – Users can access their training resources in one centralized location, eliminating the need to navigate to various spots around the platform and blog.
  • Engaging Content – Diverse training resources, including personalized coaching, interactive guides, quizzes, and videos cater to all learning styles and make users’ learning experience more effective and enjoyable.
  • Learn at Your Own Pace – The Learning Center offers a flexible, self-guided curriculum, allowing users to learn at their own pace and on their own schedule.  After mastering the basics, users are encouraged to deepen their understanding by exploring topics that interest them further.
  • Train Your Support Users – Support users now have access to the full suite of training resources, including success coaching.

Timeline and Client Communications

10/24: Inclusion in the EMA Product Update

  • Language used will be similar to that in the Enterprise Release (below).

11/6: Inclusion in the Enterprise Release

Resources

Internal

  • Confluence Page
    • While this page is still under development, it will house all internal training resources for future reference.

External

The following slicks have been updated to incorporate the new Learning Center and are available in Seismic. Please note: These are not to be shared externally until 10/24.

Point of Contact

For questions related to The Learning Center, please reach out to onboarding@emoneyadvisor.com

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