FinTech Disruptors: The CEO of eMoney on How to Elevate the Planning Experience

The Diamond Podcast for Financial Advisors

With Susan McKenna, CEO, eMoney

Overview

Susan McKenna, CEO of eMoney, explores the fintech firm’s evolution, competitive edge, and the role of technology in wealth management. She discusses how eMoney’s tools foster client conversations and enhance experiences, shares insights on the future, and more.

Listen in…

> Download a transcript of this episode…

NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation.

About this episode…

It goes without saying that technology has been a mass disruptor in every industry.

In wealth management, fintech, as it’s referred to, has set the foundation for growth and efficiency with companies like eMoney leading the charge.

Nearly 25 years ago, eMoney Advisor hit the scene, providing a tool to help make advisors more efficient by leveraging the internet with a platform that allowed clients to access a “living breathing plan”—as opposed to a binder of documents that became stale shortly after delivery.

Today, eMoney continues to help create efficiencies for advisors and foster conversations with their clients about money by leveraging a suite of tools designed to empower planning and elevate the client experience.

So how can advisors best leverage technology like eMoney? What’s the real impact of fintech on an advisor’s business? And what is the next big disruptor everyone in wealth management should be aware of? We invited the CEO of eMoney, Susan McKenna, to join Jason Diamond on the show, to answer those questions and more, including:

• The role of technology in wealth management—and how it serves as both an instigator and disruptor.
• The crowded landscape of fintech—and how eMoney stands out among the rest.
• The eMoney unique value proposition—and how education and community play a large role in their success.
• The gap that eMoney recognized early on—and how their solutions went beyond the initial need they identified.
• The relationship between client experience and growth—and how eMoney’s tools offer a competitive advantage.
• The impact of AI on the industry—and how she perceives the future from the eyes of the advisor.

Susan offers a unique perspective as someone who grew up through the ranks of the firm and drives an interesting conversation that describes the evolution of eMoney and the financial planning world—and technology’s role within it. It’s an episode that advisors at all levels and firms will learn from.

Want to learn more about where, why, and how advisors like you are moving? Click to contact us or call 908-879-1002.

Related Resources

Conducting a Strategic Due Diligence Process: 10 Practical Tips for Financial Advisors
Based on decades of experience in helping guide advisors through the due diligence journey, we compiled these 10 tips to serve as a practical guide to navigating the process with efficiency.

The Gears of Change: How Evolving Expectations of 3 Key Stakeholders is Driving More Advisor Movement Than Ever Before
Financial advisors are seeking greener pastures that offer the ability to achieve something better for themselves and their clients.

Innovative Ways the Best Independent Firms Fuel Growth: A Special Industry Update
Independence allows advisors to create an unlimited menu of innovative value-add services for their clients. And as the industry landscape expands, employee advisors are finding ways to get in on the action. Learn specific examples of the various services offered by some of the industry’s leading independent firms.

Susan McKenna
CEO

As CEO, Susan oversees the execution of eMoney’s vision and business strategy in addition to managing its cross-functional, core leadership team. Before being named CEO in 2022, Susan was eMoney’s Head of Marketing and Sales where she led all activities that accommodate the underlying demand for financial advice, drive revenue and growth, and increase brand awareness.

Susan joined eMoney in 2018 with an extensive background in leadership and aiding companies to grow and scale. She has more than 30 years of experience, specifically in software and services for both major global market leaders and smaller rapid growth businesses. Prior to joining eMoney, she held senior positions at Billtrust, Revitas (sold to Model N), Princeton Softech (sold to IBM), and Deloitte. Susan graduated from Drexel University with a Bachelor of Science in marketing.

Also available on your favorite podcast app and other media sites

Browse other episodes in this podcast series…