INTERNAL USE ONLY – NOT FOR EXTERNAL SHARING
Couldn’t make it to Town Hall? Highlights are below.
Click here to watch the recording and view the slide deck.
2025 Recap (Sales, Finance, Bonus Funding)
- A record year with $30M in new ARR, 10% growth, and a win rate above industry averages.
- 2025 bonus funding is 125%, with payouts coming March 13. More details about how to defer 401(k) contributions for bonus payout will be shared in early February!
- Click here to see an example of how this year’s bonus payout is calculated.
2026 Strategic Priorities Overview
- Continue growing profitably while aiming for market leadership.
- Align the product roadmap tightly to customer needs.
- Reinforce core values as the foundation for reaching big goals.
Product
- Advance eMoney intelligence
- Strengthen core planning capabilities
- Increase the value of the Premium Client Portal
- Improve data‑gathering capabilities
- Develop Portfolio Analytics
- Big efforts being made for the pricing and packaging initiative to support the March 25 Product Release
- Launching CoPlanner, enhanced Foundational Planning experience, and Enhanced Branding for Premium Client Portal.
Technology
- Product roadmap execution
- Stronger security and performance
- Modernizing legacy code
- Integrating AI to improve daily work
Marketing
- A refreshed brand campaign and corporate website update are underway following the 25th anniversary.
- A new Public Relations agency is being onboarded.
- Project management tools are shifting from Monday.com to Asana for more transparency and efficiency.
- Big push on generating higher‑quality leads and supporting sales conversions.
Sales
- Rolling out Sales career pathing framework.
- Gong Engage rolls out in April.
- Continued focus on simplifying processes and aligning pricing and packaging efforts across teams.
- Strong push to improve Premium Client Portal adoption and average revenue per user.
Client Services
- AI‑based help content and agent‑assist tools are in development.
- Services teams are standardizing workflows and improving the voice system.
- Migration support continues for clients moving from legacy to the new packages launching April 1.
Information & Security
- Continued emphasis on platform stability and reliability.
- More AI and automation initiatives coming.
- Power BI transition (from Looker).
- Power BI is Microsoft’s business analytics service.
- Expanded Copilot capabilities in testing.
- Salesforce AI exploration.
- Continued focus on cloud migration and monetization.
Finance
- A multi‑year growth plan is in development and will be reviewed with the board in April.
- Real‑time metrics will help drive faster, more informed decision‑making.
- Churn reduction and improved net retention remain key targets.
- Modernizing service contracts.
- Optimizing Fidelity contract use.
- Staying ahead of AI regulatory requirements.
People Experience
- Technology upgrades are underway to support better employee experiences.
- DIG 2.0 is rolling out to enhance learning and development and performance management processes.
- A new applicant tracking system is coming (a replacement for Jobvite)
- An Employee Engagement Pulse Survey will launch in May to gather employee feedback.
- Performance management reminders (2026 goals and key dates for 2025 bonus payout)
Event Recording
Download the slide deck.
The slide deck and event recording are for internal use only and should not be shared externally.
Resources
The following links were referenced during the Town Hall event and have been included below for ease of access!
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