eMoney leverages Etleap and Looker to modernize financial services client experience

eMoney Advisor provides technology solutions and services that help people talk about money. Rooted in comprehensive financial planning, eMoney’s solutions strengthen client relationships, streamline business operations, enhance business development and drive overall growth. The company leverages an innovative technology stack and data insights to deliver on that customer promise.
 
Key Takeaways

  • Rapid time-to-value for the new analytics stack: Six weeks from project kickoff to production implementation
  • Improved, quantifiable visibility into the customer journey and experience
  • Increased internal efficiency across teams and operations 
  • Achieved 100% enterprise-wide data adoption by focusing on individual team needs and implementing a hub and spoke data team model 
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