Unlike the Chiefs in the Super Bowl, this month’s features actually do something (LOL)
Want to add someone to the Feature Release Group to receive this information via email each month and attend the monthly meeting? Submit a ticket: Service Portal > Get Access > Email Distribution List > Request to be added to featurereleasegroup@emoneyadvisor.com.
Enhanced Insights (aka Autonomous Planning)
On March 10, eMoney is releasing our enhanced Insights feature (internally known as autonomous planning) to ~1,000-1,500 beta users. There are 2 primary challenges with planning which inhibits its scale: (1) it takes a long time to do, and (2) requires subject matter expertise to do it. This feature represents a major step forward in evolving our tool from sophisticated calculator into truly intelligent tech partner to our users, shifting the burden of figuring out what to do off a user’s shoulders and onto tech’s, in the process compressing time-to-plan. This new functionality allows users to click a button, prompting the feature to produce a series of system-generated techniques personalized to the client and designed to achieve a user-defined probability of success. An accompanying settings menu allows users to influence system outputs. Read more…, Beta Overview Document, Insights – Full Vision Overview
Questions? Allen Shaver, Jody Dinslage, John Costello, Matt Rogers, Josh Belfiore | Releasing March 10th
Chatbot Integration into Report a Problem Flow
The goal of this project is to provide advisors with the option of self service to allow for quicker resolutions on commonly reported connection questions/problems. With chatbot reducing volume, this will allow more time for representatives to focus on complex issues. Overall this should reduce average days to resolution, average handle time as well as contacts per reported problem. Read more…
Questions? Kathy Hieng | Releasing February 25th
30 New Client Connections
Check out the full inventory here: Read more…
Questions? Pam Still | 1/28/25 – 2/19/28
That was cold…true, but cold. RIPost Super Bowl peace Chiefs…