2021 Year in Review
As we near the end of 2021, it’s important to reflect on the progress that we have all made together.
It was another successful year of remote work with new product launches and enhancements that make eMoney the best financial planning platform on the planet!
Award-winning service to our long-standing clients combined with strong sales performance resulted in the addition of nearly 20,000 new users to the eMoney platform.
We wouldn’t have been able to achieve these results without the collaboration, innovation, and continued efforts of each and every single one of you!
Below are just a few highlights of the accomplishments from 2021 that reinforce the incredible year we’ve had. Please take a moment to keep scrolling and take a peek for yourself.
Established in 2021
The eMoney Diversity, Equality and Inclusion Leadership Council
At eMoney, we foster an environment where we can be our authentic selves, contribute, innovate and succeed. We are who we are, and together our company is stronger for it. Meet our members!
Ed O’Brien
CEO
Megan Murray
Finance
Jason Reiser
Legal & Risk
Nick DiLisi
Technology
Joanne Del Signore
People Experience
Tarnisha Bruce
Client Services
Wayne Heilala
Client Services
Eric Kerble
Finance
Celeste Revelli
Financial Planning
Adam Buchanan
Legal & Risk
Ricky Illigasch
Product
Surabhi Vibhuti
Technology
Chuan Au
Technology
Leslie Knotts
Business Development
Joanna Armandi
Marketing
Pam Henry
People Experience
Home Office
Package Implementation
Implemented more than 50 Home Office and Configuration packages
Firm Admin/
Officer’s Certificate
The epitome of a cross-functional project. A collaborative effort – over the course of four months – to launch a new internal process – that spans across multiple business units – for assigning Firm Admin and executing the Officer’s Certificate.
Product Updates
Added what-ifs to Decision Center
Added Explore Mode to Client Site
Released new longevity risk and confidence age reports
Collaborate Planning Services
$153,000
TOTAL SALES
162
PLANS SOLD
21
CLIENTS SIGNED
6
STATES REGISTERED
4
CFPs® HIRED
(into eMoney Planning Services)
Aggregation Updates
Average time to resolve issues reduced from
30 - 40
days in 2019 to under
9 Days
in the last three months
Open tickets reduced by
83%
in last 2 ½ years
Aggregated accounts increased by
~40%
and more than
6M
parsed accounts have been converted to API-based connections
IT/CORP OPS Highlights
36K+
tickets resolved in the Service Portal since transitioning to remote work in 2020.
(That doesn't include the countless number of requests addressed in the corpops team room)
While offices have been closed since 2020, CorpOps has continued to have a presence in the offices to configure equipment for new hires and ship out replacement computers/other equipment as needed for our employees – ensuring that we all have the equipment needed to do our jobs.
Client Services Stats
& Success Metrics
CLIENT SERVICE
doubled what was billed in 2020 for Data Entry Services!
$165K+
Nearly 1,000 financial
professionals gathered for
the second virtual Summit
Wells Fargo deal/
enterprise clients
eMoney Newsroom | Sept. 28, 2021
eMoney Advisor Announces New Partnership with Wells Fargo
Wells Fargo to offer eMoney's comprehensive financial planning platform to nearly 13,000 financial advisors, making this partnership the first of its kind for eMoney and a financial institution.
Award Winning Incentive®
Launched on January 14, 2021, this award-winning app benefits advisors, plan sponsors, and participants focusing on financial wellness and advice for the 99%.
Exceeded ARR Goals
Sold To
15
FINANCIAL FIRMS
150K
USERS at
Pensionmark alone
Bamboo Rebrand
eMoney Newsroom | Jan. 27, 2021
eMoney Advisor Introduces Rebranded Digital Marketing Solution, Bamboo
Formerly known as Advisor Branded Marketing, Bamboo helps financial professionals accelerate growth of their financial planning business.
Industry Awards
Global Benzinga Fintech Awards
- Best New Product (Incentive)
Global Fintech Breakthrough Awards
- Best Wealth Management Product (Incentive)
Wealth Management Industry Awards
- Aggregation (API-based Aggregation)
- Financial Planning (Collaborate Planning Services)
- Innovation New Applications (Incentive)
The Stevie Awards for Customer Service
- Emmett Devlin - Front-Line Customer Service Professional of the Year
- Client Service Team – Customer Service Team of the Year
Thank you for your hard work to make 2021 such an amazing year. Wishing you and your loved ones a joyous holiday season and a happy new year!
Happy Holidays
from the eMoney Leadership Team
Ed, Frank, Jason, Jess, Joanne, Matt, Megan, Nick, and Susan