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.
A quick note about employee questions!
We received several questions during the event, most of which were addressed live — both verbally and through written responses in the Q&A.
- We’ve included the written responses at the end of this post.
- Questions answered verbally (e.g., eMoney’s co-op hiring strategy, the future format of Summit, and CoPlanner adoption by firms) can be found in the recording below.
Big Wins & Recognition
Sales and Financial Updates
- Outstanding Q1 results across the board
- ~2,500 sales wins in Q1 alone
- Enterprise and Advisor sales exceeded quota
- $3.8M in net new ARR, well ahead of budget
- Strong revenue growth and disciplined cost management
Pricing and Packaging Update
- Pricing and packaging rollout delivered 100% on scope and on time
- Premium Client Portal is now included in the Premier package
- $300 price increase applied to renewing clients (notifications began April 1)
- All teams (Product, Tech, Sales, Client Support, Marketing, Billing and Order Operations) aligned for a smooth rollout
- Early results show strong client engagement and interest
Q1 Product Release Highlights
- Q1 was one of the biggest innovation periods in eMoney’s history.
- CoPlanner
- New Foundational Planning experience
- Enhanced Branding for Premium Client Portal
- Adaptive Okta multi-factor authentication (MFA) rollout
- Improvements to Plan Explorer, Decision Center reports, and client connections
- Market response has been strong (high usage, positive advisor feedback, strong social engagement)
- Early impact:
- 5,200 advisors used CoPlanner in the first week
- ~3,600 hours of manual work saved
- 700+ portals already using enhanced branding
AI Strategy (High-Level)
- AI is a major focus area – adoption is accelerating fast
- eMoney will use AI as an enabler/partner
- Emphasis on:
- Human-in-the-loop oversight
- Rules-based approaches
- Giving advisors time back and improving workflows
- Early AI experiments (like “Project Taxi”) are underway, with more to come
Upcoming Events & Important Dates
eMoney Summit (Virtual)
- October 19–21
- Theme: Powering What’s Possible
- Registration opens May 12
- Expect interactive sessions, coaching, CE content, and a refreshed look
- Still virtual due to strong engagement and results; some smaller in‑person events planned for enterprise clients
Employee Pulse Survey
- Opens May 4 – May 15
- Completely confidential
- Feedback drives real action (example: meeting and communications best practices)
- Results shared later this year
Systems & PX Updates
- DIG (performance and learning management platform) refreshed and relaunching (in phases) starting in June
- Employees should update/finalize goals by May 15
- New look goes live for Mid‑Year Reviews (June 1)
- New Applicant Tracking System (Greenhouse) goes live June 30
- Training sessions coming for both systems
A Small Thank You (Giveaway)
Every employee will receive a Summit‑branded coffee mug as a thank-you for helping drive Q1 success!
Want More Face Time with Leadership?
- Join CLT Office Hours on May 28 from 1 – 2 p.m. ET. Learn more here!
- Casual format. No slides, just conversation with leadership!
Q&A Summary
- With many companies replacing entry-level engineers and interns with AI, does eMoney plan to change its co-op hiring pipeline?
- We plan to continue investing in our co-op program – it remains an important part of our hiring strategy. That said, converting co-ops into full-time roles depends on available headcount. We’ve taken that approach over the past few years and will continue to be thoughtful about how co-ops transition into full-time opportunities.
- What’s happening to development plans currently in DIG with the new system?
- Your goals and development plans will carry over into the updated DIG experience. Once the new performance experience is launched, we’ll ask everyone to take a moment to review and confirm everything transferred correctly. If anything is missing, PX will still have access to what was entered earlier this year and can help ensure nothing is lost.
- Is there a budget in place for broader adoption of AI tools across the organization in 2026?
- We’re actively working through that now. As we expand AI usage across teams, we want to make sure we’re doing so thoughtfully – especially when it comes to managing costs, like token usage. Establishing the right governance and approach at the enterprise level is a key part of that planning.
- With eMoney’s values, do we intend to offset the energy/water usage AI generates?
- AI does have environmental implications, especially related to energy and water use in data centers. While we don’t operate those data centers directly, we partner with providers like Amazon Web Services and Microsoft, who are investing in renewable energy and efficiency.
- Internally, we reduced our footprint by shutting down our co-location hosting facility last summer, removing physical servers and reducing the need for hardware, cooling, and power. We remain focused on using AI thoughtfully and intentionally, making sure it drives real value and not unnecessary usage. This is an evolving area, and we’ll continue to look for ways to be responsible as we scale.
Event Recording
Download the slide deck.
The slide deck and event recording are for internal use only and should not be shared externally.
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