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Build Efficiency Into Your Business

To streamline your workflows and provide a unified view of client data, eMoney Advisor and Salesforce are integrating their leading platforms for financial planning and customer relationship management (CRM).

 

Simplify Your Client Onboarding Process 

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Streamline your on-boarding workflow and reduce data entry with bi-directional client creation.

Connect with Your Customers on a Whole New Level 

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Drive growth by tightly connecting your team and your clients through a 360-degree view of customer interactions.

Create a Single
View of the Truth 

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Keep client information accurate and up to date across both platforms.