Email from Frank Tropiano, Head of Client Services, and Head of Sales on May 1, 2024
In our ongoing effort to bolster eMoney’s position as a leader in financial planning solutions, we continually evaluate how to structure our teams to enhance client value and seize growth opportunities. With these objectives in mind, we are excited to announce a strategic realignment within our organization. Effective today, May 1, the Relationship Management (RM) team will transition from Client Services to the Sales organization. This move aligns the RM team more closely with our Enterprise Sales team.
We believe that this realignment will enable us to leverage the combined strengths of both teams to better meet the evolving needs of our enterprise clients. By uniting these groups, we aim to enhance our go-to-market strategy for Enterprise solutions and focus on significant growth opportunities within the space. This decision reflects our commitment to not only adapt to the changing landscape of the financial planning market but also to proactively shape our future in it. We are confident that this team structure will bring about improved collaboration, increased efficiency, and stronger results in our sales efforts.
Thank you for your continued dedication and support as we make these adjustments to better serve our clients and achieve our business objectives.
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