The Diamond Podcast for Financial Advisors FinTech Disruptors: The CEO of eMoney on How to Elevate the Planning Experience
26 snips
Nov 7, 2024 AI Snips
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Susan's Tech-to-Finance Journey
- Susan McKenna shares her journey from technology roles at Deloitte and IBM to becoming eMoney CEO.
- Her passion for the customer relationship guides her leadership in financial planning tech.
eMoney's Market Leadership
- eMoney defines itself as a leader focused on transforming financial planning for 25 years.
- It serves over 109,000 financial professionals with diverse clients from large institutions to breakaway advisors.
eMoney's Unique Strengths
- eMoney focuses uniquely and deeply on transforming the financial planning experience.
- Its in-house aggregation technology is industry-leading, improving connection stability and reducing service issues.