eMoney and Firefly Give Financial Advisors Remote Meeting Capabilities - NEWS10 ABC: Albany, New York News, Weather, Sports

eMoney and Firefly Give Financial Advisors Remote Meeting Capabilities

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SOURCE eMoney Advisor

Ground-Breaking Web Sharing Capabilities Will Enhance the Client Experience

CONSHOHOCKEN, Pa., Jan. 16, 2014 /PRNewswire/ -- eMoney Advisor ("eMoney"), a leading provider of advanced wealth and goal-planning solutions for financial advisors, has announced a strategic partnership with Firefly, an innovator in seamless web-sharing capabilities.

Co-browsing is gaining momentum in customer support and sales organizations, and now eMoney and Firefly are leading the charge for financial services. Firefly's sharing does not call for plug-ins that traditional screen-sharing applications like GoToMeeting™ and WebEx™ require.   With this integration, advisors can pull up their eMoney platform, call their client and conduct an impromptu interactive planning session.  During the co-browsing session, clients view their eMoney data in "use only" mode, a feature which gives clients confidence that their data remain secure.

"What this means is that advisors can easily 'present' to clients anytime, anywhere.  They no longer have to be sitting across the table from a client in order to have an interactive planning session," explains Edmond Walters, eMoney Founder and Chief Executive Officer.  "This is just one more way eMoney can remove the communication barriers between advisors and clients," he adds. 

"The top reason clients leave advisors is lack of service," says Firefly co-founder Dan Shipper. "With Firefly's co-browsing technology, eMoney users can provide the high-touch personal experience clients have come to expect.  Co-browsing will be standard practice over the next coming years, so once again eMoney users will be ahead of the curve," he concludes.

About eMoney Advisor, LLC
eMoney Advisor, LLC ("eMoney"), based in Conshohocken, Pennsylvania, is the only wealth-planning system for financial advisors that offers transparency, security, mobile access, and superior organization for everything that affects their clients' financial lives. eMoney's award-winning, web-based services and resources are designed to transform the advisor's ability to implement comprehensive financial plans and prepare clients for a secure financial future.

eMoney's suite of solutions is used by leading financial-services firms around the country, including TD Ameritrade, The Guardian Life Insurance Company of America, LPL Financial, Mass Mutual Financial Group, RBC Capital Markets, Lincoln Financial Advisors Corporation, MetLife, New York Life, Northern Trust, Securian Financial Services, and Allstate Financial Services.

As a partner to advisors, eMoney provides services designed to meet their unique and evolving needs, allowing them to focus on client retention and the growth of their practice.  eMoney continues to offer financial advisors innovative solutions that are reinventing wealth- management technology.

For more information visit: www.emoneyadvisor.com



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About Firefly

Firefly offers web-sharing technology that allows financial advisors and their clients to collaborate online without ever having to leave the office. With Firefly, an advisor can offer the kind of personalized, high-touch experience that clients value. Unlike traditional screen sharing software, with Firefly, advisors and clients can remotely share their browser window with no downloads or installations, and with enhanced privacy features specifically designed for the kind of sensitive financial information that advisors handle each day. Firefly is also platform agnostic, which means that it works perfectly on PC, Mac, Linux, iPhone, iPad and Android.

To learn more please visit: www.usefirefly.com or call (213)784-0273

 

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