Radnor, Pennsylvania, September 23, 2021 / PRNewswire /- eMoney Advisor (EMoney) is a leading provider of technology solutions and services that help people talk about money and today introduced new features – incentives – in their financial planning and wellness mobile applications. This includes adding financial education content, expanding challenge categories, strengthening your home, and more. screen. Launched in early 2021, incentives are available through advisors seeking to expand their business and engage with retirement plan participants and sponsors. These new features help drive deeper engagement and encourage users to change their behavior.
eMoney introduces new features in financial planning and wellness mobile applications – incentives.
New educational content now available in the app allows users to quickly learn about their most important financial topics at their fingertips and explore relevant and timely articles from trusted sources. .. Topics include strategies for paying off debt. Preparing for emergencies; common money mistakes; successful preservation tips; above all, risk tolerance. In addition, participants can connect their financial accounts within the incentive, so they can view the top spending categories and learn where to store them.
According to Seruri1The success of the financial wellness program depends on the ability to facilitate the behavior of participants. To complement the education available in the app, incentives offer weekly challenges that encourage users to spend less on specific categories. Issues are traceable and provide insights into savings.
“For employers and retirement plan advisors, technology that combines education and behavior is important for engagement,” he said. Chad Porsche, Vice President of Product Innovation at eMoney. “Incentives act as a source of financial knowledge, enabling users to take practical steps to guide financial health in the right direction.”
Users who discuss finance or ask specific questions to gain experience and gain additional insights have one-click access to a finance expert. According to Cerulli, these personalized planning elements help providers build advisory relationships with planning participants.2.. By establishing trust and providing holistic guidance, companies can be in a position to serve participants outside the workplace retirement plan.
1Cerulli Report, US Retirement End Investor 2019
2Cerulli US End Investor, 2020
eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money. Rooted in your overall financial plan, eMoney solutions strengthen client relationships, streamline business operations, enhance business development and drive overall growth. Over 77,000 financial professionals from companies of all sizes use the eMoney platform to serve more than 4 million households across the United States. For more information, please visit: emoneyadvisor.com..
eMoney Advisor Adds Educational Content to Mobile Apps, Incentives | State
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