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RADNOR, Pa .– (BUSINESS WIRE) – eMoney Advisor (eMoney), a leading provider of technology solutions and services that enable people to talk about money, today announced the launch of its renamed Bamboo digital marketing solution. Bamboo, formerly known as Advisor Branded Marketing (ABM), gives advisors the tools and resources they need to attract, retain and retain their customers and prospects.

The name change and rebranding comes after extensive research and reflects a significant evolution of ABM, which was originally introduced in 2012. The strong, yet flexible bamboo grows faster than any other plant in the world and with very little effort. Marketing for financial professionals should be no different – it needs to accelerate the growth of the planning business and be easy to do.

“Over the past 12 months we have made significant investments in the software and introduced new features to enable consultants to be more automated in carrying out their marketing efforts. This rebranding marks the next step in eMoney’s journey to deliver a comprehensive marketing solution that uses financial planning data to deliver personalized marketing content and insights to efficiently integrate and expand a consultant’s ledger, ”said Valerie Rivera, Senior Product Marketing Manager, eMoney . “The name ABM no longer fits our vision. We wanted something fresh to mean growth. ”

With Bamboo, finance professionals have access to everything they need to digitally reach, retain and grow their customers – all within the eMoney platform. By combining planning and marketing tools, finance professionals can leverage the power of an integrated solution to create more plans and grow their business. The main product features include:

• A marketing dashboard that is deeply integrated into the eMoney platform

• Fully automated campaign workflows for planning and starting targeted campaigns for lead generation of content on digital channels – with just a few clicks

• Targeted multi-channel campaigns with everything consultants need so that they don’t have to worry about sourcing or creating content

• Turnkey collateral and marketing resources to seamlessly integrate clients into a consultant’s practice and client portal

• Over 2,000 high-quality, relevant content with new content added every week – all of which can be shared at the push of a button

• Marketing analytics that provide insight into the effectiveness and performance of campaigns.

“EMoney’s deep understanding of the advisory business is based on 20 years of developing technology solutions for financial professionals. Bamboo was designed with the consultants’ workflow and processes in mind so that marketing can be efficiently managed among other business needs. We recognize the value of finance professionals and the challenges they face in today’s developing landscape. They need technology solutions that will help them stay digital in front of customers and that will work together seamlessly so they can scale their marketing efforts, ”added Rivera.

More than 4,000 finance professionals currently use ABM. All current users will now see the Bamboo branding on their product dashboard and supporting training resources. To learn more about Bamboo, please visit response.emoneyadvisor.com/marketing-demo.

About eMoney

eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money. EMoney solutions are based on holistic financial planning and strengthen customer relationships, streamline business operations, improve business development and promote overall growth. More than 70,000 finance professionals in businesses of all sizes use the eMoney platform to serve 4 million households in the United States