Susan McKenna

CEO of eMoney Advisor with a background as a fintech chief marketing officer; leads product modernization and strategy for the planning-centric platform.

Best podcasts with Susan McKenna

Ranked by the Snipd community

Sep 18, 2025 • 0sec

Ep. 306: Planning Software Evolution: Why AI Can Take Notes But Can’t Build Trust, with Susan McKenna, eMoney

Susan McKenna, CEO of eMoney Advisor, discusses the challenges of modernizing a leading financial planning software without losing its core clients. She highlights the importance of maintaining a careful balance between innovation and user trust. McKenna shares insights on AI's role in enhancing efficiency without compromising the human touch in financial advice. The conversation also covers the company's integration strategies and the launch of a new Premium Client Portal designed for mobile collaboration. A deep dive into the future of financial technology unfolds!

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app