Latest news with #eMoney
Business Wire
2 days ago
- 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
2 days ago
- 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:
USA Today
10-02-2025
- Business
- USA Today
Dream big: How financial planning can help you achieve your life's ambitions
Dream big: How financial planning can help you achieve your life's ambitions Financial planning is essential for long-term financial success, offering a structured pathway to achieving life's financial goals while providing transparency in a client's finances. The team of financial planners, advisors and associates at Prime Capital Financial take this principle to heart. By offering tailored financial planning services that integrate each client's unique circumstances and aspirations, Prime Capital Financial positions itself as a key partner for those who aspire to help grow, protect and enjoy their wealth. Why financial planning matters A comprehensive financial plan considers every aspect of a person's financial life—from wealth accumulation and risk management to retirement, estate and education planning. Prime Capital Financial recognizes that financial freedom is not just about achieving goals but about making informed choices that support a comfortable life. Mary Lucas, Director of Financial Planning and Client Experience, underscores this, saying, 'A solid financial plan is the cornerstone of achieving your life's ambitions. Our clients find that when we work together to address each piece of their financial lives, they not only feel more in control but may also gain peace of mind.' The Prime Capital difference Prime Capital provides a diverse range of financial planning services designed to adapt to the needs of each client. From retirement and education planning to Roth conversions and stock option analysis, the firm's offerings are comprehensive and personalized. This approach helps clients have the resources, strategies and ongoing support to navigate both anticipated and unforeseen life events. As Lucas notes, 'Financial planning with Prime Capital is not a one-time activity; it's a quest. We meet our clients where they are today and join them in realizing their future goals, with advice that evolves as their lives do.' Tools and technology for financial empowerment With Prime Capital's commitment to client success, access to sophisticated tools like eMoney and Nitrogen has become integral to the firm's approach. These tools allow clients to have a consolidated, real-time view of their finances, whether they're monitoring cash flow, budgeting or planning for long-term goals. Lucas explains, 'Our clients' financial lives are complex, and they deserve tools that simplify that complexity. By using advanced technology, we're able to offer our clients a clearer picture of where they stand, where they're headed and how to make adjustments along the way. It's about creating a financial foundation that balances between being both solid and flexible.' A focus on client experience The client is at the core of every decision Prime Capital makes. The firm is dedicated to providing an exceptional client experience through transparency, education and empowerment. From the initial meeting, where clients explore their full financial profile, to ongoing reviews and adjustments, the team emphasizes the importance of trust and clarity. This holistic, client-focused approach builds a partnership that clients can rely on as they navigate financial decisions. Helping clients achieve their financial goals goes beyond numbers and strategies. It's about building relationships grounded in trust. Prime Capital wants clients to know the team is here to provide independent, objective advice that truly serves their best interests. Plan to dream big Tailored, holistic financial planning paves the way to helping you achieve your dreams and long-term financial goals. With the dedicated guidance of Prime Capital Financial and the knowledge of Mary Lucas and her team, clients can confidently pursue their dreams, knowing they have a personalized roadmap to help lead them there. Lucas puts it best: 'Financial planning is not just about wealth; it's about well-being. By giving our clients the tools, insights and strategies they need, we're helping them build not only their financial future but a life they can enjoy fully.' Members of the editorial and news staff of USA TODAY Network were not involved in the creation of this content.
