Latest news with #eMoney
Business Wire
01-07-2025
- Business
- Business Wire
Jump and eMoney Streamline Advisor Workflows with New Data Integration
SALT LAKE CITY--(BUSINESS WIRE)-- Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, today announced a new integration with eMoney Advisor, a leading provider of technology solutions and services dedicated to helping people talk about money. The integration is designed to eliminate the tedious and error-prone task of manual data entry following client meetings—helping advisors operate more efficiently and deliver more reliable financial plans. This new capability enables advisors who use both Jump and eMoney to push proposed updates to income, expenses, personal details and financial goals—immediately after client meetings. Advisors simply review the suggestions generated by Jump's AI assistant and, with a single click, sync them into eMoney, ensuring financial plans are updated quickly and accurately. In advance of meetings, Jump pulls key data from eMoney into its Pre-Meeting Prep, giving advisors a more accurate and complete briefing. 'This collaboration with Jump helps ensure that financial plans remain current without adding administrative strain to advisory teams,' said Luke White, group product manager, strategic partnerships and data products, at eMoney. 'This reinforces our commitment at eMoney of providing quality integrations that strengthen data accuracy and increase advisor productivity.' Since its public launch in January 2024, Jump has already delivered measurable impact across the board: 8 to 15 hours saved per advisor per week More than 10,000 advisors using Jump Industry-leading client satisfaction scores Enterprise solution of choice, selected by LPL, Osaic, Cetera, Raymond James, Sanctuary Wealth, Mission Wealth, Merit and others Advisors can enable the integration by connecting their eMoney account within Jump's settings menu. After each client meeting, Jump surfaces recommended updates to the client's Base Facts, which advisors can review, edit if needed and instantly sync to eMoney. Additionally, Jump maps conversational data to the eMoney Fact-Finder, automatically populating it on the advisor's behalf—streamlining data entry before and after meetings. This functionality is available to all shared Jump and eMoney users at no additional cost; advisors simply need active subscriptions to both platforms. 'Tens of thousands of advisors rely on eMoney to help their clients plan out some of the most important decisions of their lives and now, eMoney's integration with Jump makes this easier than ever,' said Parker Ence, chief executive officer and co-founder of Jump. 'Advisors will be able to prepare for client meetings faster, stay fully present in client conversations and complete more financial plans, all with compliance-friendly safe AI.' Jump's AI meeting assistant is trusted by thousands of advisors to automate meeting prep, notetaking, compliance documentation, CRM updates and client follow-ups. With customizable workflows and a focus on safety and compliance, Jump empowers firms to scale more effectively and serve clients more personally. To learn more about how Jump can benefit your firm, visit About Jump Jump is the industry's leading advisor AI assistant, enabling registered investment advisor (RIA), broker-dealer, and enterprise teams to cut meeting admin by up to 90% while elevating the advisor and client experience. Jump automates meeting prep, note taking, compliance documentation, CRM updates, client recap email, financial data extraction and follow-up tasks, allowing advisors to process meetings in just five minutes – not 60. Jump is made for advisors, 100% customizable, deeply integrated with the tech stack, and designed with safety and compliance in mind. For more information, visit or for information about career opportunities at Jump, visit About eMoney Advisor, LLC eMoney Advisor, LLC ("eMoney") eMoney Advisor, LLC ('eMoney') provides technology solutions and services that help people talk about money. Rooted in comprehensive financial planning, eMoney's solutions strengthen client relationships, streamline business operations, enhance business development and drive overall growth. More than 109,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 6 million households throughout the U.S. For more information, please visit:
Yahoo
25-06-2025
- Business
- Yahoo
Over 2,000 Join Amplified Planning's 2025 Externship: New Data Reveals Who's Entering Financial Planning & Why
DALLAS, June 25, 2025 /PRNewswire/ -- With over 2,000 participants from across the globe, Amplified Planning's 2025 Externship has broken new ground in its mission to train and empower the next generation of financial planners. Now four weeks in, The Externship is already providing deep insight into who's entering the profession and the challenges they face. Launched in 2020, The Externship is an 8-week virtual experience designed to offer real-world exposure to financial planning for students, career changers, and aspiring professionals. This year marks the program's largest cohort ever, with 2,078 externs engaging with real recorded client meetings, additional training by proven experts in the field, and community-based learning. "This year's growth signals something bigger than numbers. It shows that new talent entering the space is hungry for training, as well as purpose-driven careers in financial planning," said Hannah Moore, CFP®, founder of Amplified Planning. "The Externship gives them the access, confidence, and clarity they need to take their first step—or their next step—into this profession." What's New in 2025? The 2025 Externship features new clients whom Externs follow through the entire financial planning process, from onboarding to investment planning, college planning, estate planning, and more. Externs also get access to industry-standard tools eMoney, Morningstar Advisor Workstation, EncorEstate Plans, Redtail, and Asset-Map — which they use to complete assignments and deliver practice plans. The 2025 Externship also taps into even more industry mentorship, with over 60 expert speakers including J.D. Bruce, Anna N'Jie-Konte, Louis Barajas, Jerry Cobb, Susan Bradley, and many others. This is a level of exposure to the profession, client meetings, tools, experts, and networking that many in the program have never had. Notably, 44% of Externs have never seen a financial planning meeting before, and 83% of 2025 Externs are first-time participants. Who Are the 2025 Externs? New data paints a compelling picture of an increasingly diverse, mission-driven group of future planners who are entering the field from all stages of life and professional experience: Career: 39.5% are career changers 28.3% are students or recent grads 23.8% currently work in financial planning or financial services Age: 30.7% are 18–24 years old; nearly 50% are 25–44 years old Sex: 56.4% are men, 42.6% are women Race/Ethnicity: 40.5% identify as people of color, including 10% Black and 10% Asian — nearly 4x the industry average Education: 75% hold bachelor's or master's degrees; 15% have no college degree, signaling broader accessibility First-Gen College Students: Nearly 30% identify as first-generation college attendees Why They're Choosing Financial Planning Extern survey respondents cite deeply personal motivations for joining the profession: 90% want to help people 80% are driven by a personal interest in personal finance 60% are interested in starting their own firm Work-life balance, entrepreneurship, and income potential also rank high Many, however, face real barriers to entering this profession. According to The Externship's ongoing participant feedback: 39% struggle to find job opportunities that match their experience 28% cite low pay or financial instability early in their careers 22% note a lack of clear career paths These concerns mirror recent findings from the FinServ Foundation + FP Transitions Aspiring Advisor Survey, which emphasized the urgent need for more transparent pathways, stronger mentorship and training, and inclusive hiring practices in wealth management. Engagement at Scale By the end of Week 1, The Externs generated thousands of forum posts and replies, reflecting high engagement and a hunger for connection. Hot topics include: How to transition into planning from other careers Navigating entry points into the profession Building networks and personal brands as a new advisor "This isn't just education for our Externs. It's really transformation," said Moore. "The Externship is helping people see what's possible for themselves and their future in this field." What This Means for the Industry As the profession grapples with talent shortages, succession gaps, and a need for greater diversity, the 2025 Externship is a clear signal: The next generation is here, and they're ready to join us. Are we ready for them? About Amplified Planning Amplified Planning is a premier provider of financial planning education focused on preparing the next generation of financial advisors with real-world experience and innovative training solutions. Founded by award-winning financial planner Hannah Moore, CFP®, Amplified Planning is known for bridging the gap between theory and practice with a Client-Centered Financial Planning™ approach. Their flagship program, The Externship, offers aspiring and new planners immersive training, mentorship, and critical skill-building opportunities to excel in their careers. They also offer CORE, CORE+, and the Accelerator programs, all focusing on real client meetings and a supportive community. For more information on all of the programs that Amplified Planning offers, visit View original content to download multimedia: SOURCE Amplified Planning Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Business Wire
11-06-2025
- Business
- Business Wire
Zocks and eMoney Launch AI-Powered Integration to Eliminate Manual Data Entry and Maintenance in Financial Planning
SAN FRANCISCO--(BUSINESS WIRE)--Zocks, an innovative, privacy-first AI platform that turns client conversations into actionable data and insights, today announced a direct integration with eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money. This marks the first AI-powered, bi-directional integration between a client intelligence platform and eMoney's financial planning solutions, aimed squarely at eliminating manual data entry and accelerating the planning process for financial advisors. 'The planning process can often be delayed, while advisors gather and reconcile information and notes from conversations,' said Mark Gilbert, CEO of Zocks. 'Reducing that effort, automating data entry and accelerating 'time to advice' is critical in keeping momentum with clients.' Zocks automatically creates and maintains structured data from conversations, emails and CRM records for contacts. The integration's bi-directional data sharing enables Zocks to use that information to populate and update 'Facts' data in eMoney, eliminating manual data entry. In return, relevant facts and plan data from eMoney can be utilized by Zocks' AI Agents to support smarter meeting preparation and email responses. "We're excited to offer this integration with Zocks as it furthers our goal at eMoney to streamline and strengthen the financial planning process,' said Luke White, Manager, Group Product Management, eMoney. 'By reducing time spent on data entry, advisors can spend more time focusing on building meaningful client relationships and delivering high-quality financial plans.' The integration, which is available now for joint clients of eMoney and Zocks, builds on Zocks' broader vision of streamlining end-to-end advisor workflows by connecting AI-powered insights with the tools advisors already use every day. 'Having led sales at eMoney for many years, I had a front-row seat to the friction in the financial planning process that has long slowed advisors down,' said Drew DiMarino, Chief Revenue Officer at Zocks. 'This integration directly addresses those pain points. By syncing structured data into and out of eMoney, we're removing the burden of manual entry and giving advisors more time to engage meaningfully with clients, whether that's uncovering new planning needs, preparing for complex reviews, or simply staying ahead of key life changes.' To learn more about this integration, Zocks will be hosting a webinar, How Advisors Are Automating Planning in Real Time, on Wednesday, June 18, 2025, at 3 pm ET. For more information about Zocks and the eMoney integration, visit About Zocks Zocks is the AI assistant for financial advisors. The company's platform saves advisors 10 hours a week by automating their meeting notes, intake forms, client emails & more. This enterprise-ready solution transforms client conversations into structured, actionable intelligence for firms of any size. To learn more and start a free trial, visit About eMoney Advisor, LLC eMoney Advisor, LLC ('eMoney') provides technology solutions and services that help people talk about money. Rooted in holistic financial planning, eMoney solutions strengthen client relationships, streamline business operations, enhance business development, and drive overall growth. More than 109,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 6 million households throughout the U.S. For more information, please visit:
Yahoo
11-06-2025
- Business
- Yahoo
Zocks and eMoney Launch AI-Powered Integration to Eliminate Manual Data Entry and Maintenance in Financial Planning
Advisors can now automate fact-finding, follow-ups, and plan updates with bi-directional data sync between Zocks and eMoney SAN FRANCISCO, June 11, 2025--(BUSINESS WIRE)--Zocks, an innovative, privacy-first AI platform that turns client conversations into actionable data and insights, today announced a direct integration with eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money. This marks the first AI-powered, bi-directional integration between a client intelligence platform and eMoney's financial planning solutions, aimed squarely at eliminating manual data entry and accelerating the planning process for financial advisors. "The planning process can often be delayed, while advisors gather and reconcile information and notes from conversations," said Mark Gilbert, CEO of Zocks. "Reducing that effort, automating data entry and accelerating 'time to advice' is critical in keeping momentum with clients." Zocks automatically creates and maintains structured data from conversations, emails and CRM records for contacts. The integration's bi-directional data sharing enables Zocks to use that information to populate and update 'Facts' data in eMoney, eliminating manual data entry. In return, relevant facts and plan data from eMoney can be utilized by Zocks' AI Agents to support smarter meeting preparation and email responses. "We're excited to offer this integration with Zocks as it furthers our goal at eMoney to streamline and strengthen the financial planning process," said Luke White, Manager, Group Product Management, eMoney. "By reducing time spent on data entry, advisors can spend more time focusing on building meaningful client relationships and delivering high-quality financial plans." The integration, which is available now for joint clients of eMoney and Zocks, builds on Zocks' broader vision of streamlining end-to-end advisor workflows by connecting AI-powered insights with the tools advisors already use every day. "Having led sales at eMoney for many years, I had a front-row seat to the friction in the financial planning process that has long slowed advisors down," said Drew DiMarino, Chief Revenue Officer at Zocks. "This integration directly addresses those pain points. By syncing structured data into and out of eMoney, we're removing the burden of manual entry and giving advisors more time to engage meaningfully with clients, whether that's uncovering new planning needs, preparing for complex reviews, or simply staying ahead of key life changes." To learn more about this integration, Zocks will be hosting a webinar, How Advisors Are Automating Planning in Real Time, on Wednesday, June 18, 2025, at 3 pm ET. For more information about Zocks and the eMoney integration, visit About Zocks Zocks is the AI assistant for financial advisors. The company's platform saves advisors 10 hours a week by automating their meeting notes, intake forms, client emails & more. This enterprise-ready solution transforms client conversations into structured, actionable intelligence for firms of any size. To learn more and start a free trial, visit About eMoney Advisor, LLC eMoney Advisor, LLC ("eMoney") provides technology solutions and services that help people talk about money. Rooted in holistic financial planning, eMoney solutions strengthen client relationships, streamline business operations, enhance business development, and drive overall growth. More than 109,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 6 million households throughout the U.S. For more information, please visit: View source version on Contacts Media Contact: Gregory FCAzocks@
Associated Press
04-03-2025
- Business
- Associated Press
eMoney Advisor Names Christian Solomine as Head of Sales
SaaS sales and marketing veteran to lead all advisor and enterprise growth efforts and join core leadership team RADNOR, Pa., March 4, 2025 /PRNewswire/ -- eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, today announced that Christian Solomine has been named the organization's head of sales and joined its core leadership team. Reporting directly to CEO Susan McKenna, he will lead all revenue generating opportunities across advisor and enterprise segments. He will also be responsible for improving sales efficiencies, strengthening client relationships, and driving growth while overseeing multiple teams, including advisor and enterprise sales, relationship and account management, and sales operations. Solomine, who joined eMoney on a fractional basis as chief revenue officer in September 2024, brings over 20 years of experience leading sales and marketing teams for SaaS companies. Most recently, he served as founder and CEO of a fractional CRO practice, helping technology firms and startups grow their businesses and solve go-to-market challenges. 'We're thrilled to welcome Christian to eMoney full-time. It was clear his commitment to delivering full-spectrum planning solutions to the market aligned with eMoney's vision,' said McKenna. 'His years of experience working with diverse SaaS companies will offer valuable insights to our business. I'm confident we'll continue to expand our market share and build on the success we achieved in 2024, which was another record-breaking sales year for eMoney.' For the full list of eMoney's leadership team, please visit About eMoney Advisor, LLC eMoney Advisor, LLC ('eMoney') provides technology solutions and services that help people talk about money. Rooted in holistic financial planning, eMoney solutions strengthen client relationships, streamline business operations, enhance business development, and drive overall growth. More than 109,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 6 million households throughout the U.S. For more information, please visit:
