The Product leadership team gave a comprehensive look at the eMoney’s strategic direction, product evolution, and upcoming innovations. These webinars are yet another way we highlight our alignment with our mission and vision to help more people talk about money and achieve financial peace of mind, while also supporting advisors and enterprises with scalable, intelligent, and integrated planning tools.
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Key Highlights | Agenda/Topics & Point of Contacts | Recording & Presentation | Resources
Key Highlights
- Introduction of eMoney Intelligence, a strategic evolution of the platform.
- Deep dive into CoPlanner, a new feature that accelerates planning.
- Expansion of advisor and client experiences, including new planning workflows, data gathering tools, and portal enhancements.
- Focus on data products, integrations, and platform services to support seamless workflows and externalization of eMoney capabilities.
- Commitment to modernization, scalability, and user-centric design across all initiatives.
Agenda/Topics Covered & Points of Contact
- Welcome & Strategic Context – Tom Sullivan, Head of Product
- Purpose of the webinar
- Mission and company strategy alignment
- Metrics used to measure success (NPS, loyalty, revenue, churn)
- Platform Vision & Strategy – Chad Porche, SVP, Product Management
- Recap of platform goals
- Progress on modernization and workspace redesign
- Introduction of eMoney Intelligence
- Roadmap Development Process – Chad Porche, SVP, Product Management
- How roadmaps are built
- Inputs from market research, customer feedback, and company strategy
- Quarterly PI planning and agility
- Advisor Experience Roadmap – Josh Belfiore, Director, Product Management – Advisor Experience
- Introduction of AI-PowerFour strategic themes: Scale, Elevate Planning, Act in Context, Track Value
- Deep dive into CoPlanner: AI-generated plans, time savings, quality benchmarks
- Planning to Execution: investment strategy tools, integrations, analytics
- GoalPlanner redesign and progress tracking features
- Client Experience Roadmap – Chris Grant, Manager, Group Product Management
- Empowering collaboration and engagement
- Premium portal enhancements
- Data gathering improvements
- AI-powered client interactions
- Prospecting tools like Pre-Portal Assessment
- Data Products & Analytics – Jay Jackson, Technical Product Manager
- eMoney Access APIs and widgets
- New developer portal
- Externalizing planning tools
- Prime Analytics for firm-level insights
- Data consistency across delivery methods
- Integrations & Platform Services – Ricky Illigasch, VP, Product Management
- Expansion of integration partners Migration to Okta for authentication Bulk client loading and MoneyGuidePro mapping AI-powered document processing for onboarding
- Data Aggregation Strategy – Maddie Schluz, Manager, Group Product Management
- Enhancing aggregation reliability and transparency
- New data sources and direct feed upgrades
- Self-service error handling and alerts
- Externalizing aggregation via APIs and UI components
Recording and Presentation
Resources (Internal Use Only)
The following links were shared during the webinar and are for internal use/reference only.
We hope you found the content discussed/presented valuable, informative, and are as excited as we are for the months ahead!
Hello, the roadmap recording link is no longer available. Is there a link I can share externally? Thank you!