Marketing brings eMoney’s mission to life by shaping the brand, running revenue-generating campaigns, developing content, and managing our digital channels and social media.
The Content Team is responsible for creating thought leadership that contributes to eMoney’s mission of helping people talk about money. This department also collaborates with the other teams within marketing to ensure that all eMoney materials are grammatically correct and in alignment with our brand message and style.
To contact the Content team, please email Content@emoneyadvisor.com.
The Corporate Communications team helps tell the eMoney story – sharing our mission, vision, and what’s happening across the business with people inside and outside the company. They help ensure important updates are easy to find, easy to understand, and aligned with what matters most.
Behind the scenes, Corp Comms keeps information flowing for employees by managing channels like the weekly newsletter, the Intranet, and more – connecting teams, celebrating moments that matter, and helping everyone stay in the know.
To contact the Corporate Communications team, please email CorpComms@emoneyadvisor.com.
The Creative team brings the eMoney brand to life across web, print, social, and video – making sure everything looks polished, consistent, and unmistakably eMoney. They create the visuals and collateral that support both internal teams and external audiences.
Feedback is part of the fun. Clear, thoughtful input helps ideas evolve and projects move faster so be sure to check out the Guide to Giving Effective Feedback before sharing your thoughts.
Have a project in mind? Email Creative@emoneyadvisor.com.
The Marketing Operations and Demand Generation department consists of three areas:
The Demand Generation team turns interest into action. They build and run multi-channel campaigns that attract prospective clients, engage existing ones, and support eMoney’s revenue goals.
By connecting the right message to the right audience at the right time, Demand Gen helps move opportunities forward and keeps the sales engine running.
To contact the Demand Generation team, please email tgwinner@emoneyadvisor.com.
They also source eMoney swag and ship event materials—making sure we show up polished, prepared, and on brand wherever we go.
To contact the Events team, please email Events@emoneyadvisor.com.
The Marketing Operations team keeps eMoney’s marketing engine running smoothly. They manage the tools, processes, and data that help marketing teams work efficiently, launch campaigns effectively, and measure what’s working.
Please submit requests for the Marketing Operations team here: https://bit.ly/3kMW2IF
To contact the MarketingOps team, please email MarketingOps@emoneyadvisor.com.
The Market Research team helps eMoney understand what’s happening in the market and what matters most to advisors and our clients. They gather insights, spot trends, and turn feedback into clear takeaways that teams across eMoney can use to make better decisions.
By partnering closely with Product, Marketing, Sales, and others – Market Research ensures our products, strategies, and messaging are informed by real advisor needs – so we keep building solutions that truly meet the needs of all financial professionals.
To contact the Market Research team, please email Marketresearch@emoneyadvisor.com.
eMoney’s Product Marketing team is responsible for developing positioning, messaging, competitive differentiation, and enabling the Sales and Marketing teams to ensure they are aligned and work efficiently to generate and close opportunities. If eMoney was a nightclub, this team would work the door. They decide what is cool to market to the public, and what’s better left out.
To contact the Product Marketing team, please email ProductMarketing@emoneyadvisor.com.
The Retention Marketing Team is responsible for creating eMoney advocates through personalized, scalable retention marketing strategies that inspire clients along their lifecycle. We execute on this mission by collaborating with other teams throughout eMoney to create strategies that accelerate adoption, encourage usage, and proactively mitigate churn. We’re also the team responsible for communicating product updates, best practices, training opportunities, and more with our individual advisors, enterprise advisors and home offices.
To contact the Retention Marketing team, please email RetentionMarketing@emoneyadvisor.com.
This page is your go-to spot for everything brand-related. Here you’ll find our company boilerplate (simple overview of who we are and what we do), email signature, PowerPoint and Word templates, logos and usage guidelines, LinkedIn header images, virtual backgrounds, brand guidelines, and key company metrics – all in one place.
Visit the Marketing Templates and Brand Resources page now.
The Social Media Resources page provides insights and resources to help you optimize your profile on LinkedIn. Below you can find helpful best practices to support your efforts.
Visit the Social Media Resources page now.
Each week, the Corporate Communications team compiles updates from across the org – including important dates from PX, company news/announcements, employee stories, upcoming events, and other happenings at eMoney – to promote in the weekly life@eMoney newsletter that is distributed each Friday to all employees.
