With the big lift from the Internal Systems team, the Training team has implemented Omni-Channel for Salesforce, which automatically assigns training requests/inquiries to a Trainer in a round robin order – helping to create efficiencies for the team and improving the Training team’s turnaround time to our client requests or to our internal colleagues.
For all training requests or client inquiries about eMoney Training, please email training@emoneyadvisor.com or escalate a Salesforce case to the Training Support queue. This includes any custom training inquiries or questions on training services for Enterprise accounts. Please be as detailed as possible in your message to the team.
Please reach out to the Training Manager, Steve Marzeotti, should you have any questions.
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