June 2017: eMoney Advisor partners with Thought Industries for employee onboarding and product training, plus a planned external certification program.
Summary: On June 29, 2017, Thought Industries announced a partnership with eMoney Advisor, a financial technology company. eMoney planned to use the Thought Industries platform first for employee onboarding and product training, then for an external certification program for financial professionals and students.
Editor’s note: This is a 2017 announcement. Thought Industries now offers the Customer Knowledge AI Platform, which includes Thought Industries Academy.
Boston, MA, June 29, 2017 – Thought Industries, one of the fastest-growing online learning companies and creator of the first Learning Business Platform™ (now Thought Industries Academy), today announced a new partnership agreement with eMoney Advisor (eMoney), a financial technology company that provides scalable wealth management solutions for financial professionals and firms. eMoney will first use the platform for internal training and onboarding. The organization plans to pilot an external eMoney certification program for financial professionals and college students by the end of the year.
The platform will enable eMoney to launch these initiatives, which have been company priorities for some time, through a phased approach. To start, the organization will use the platform to deliver employee onboarding and standardized product training, an important educational element for new hires as they begin their careers at eMoney. The training will also be available to employees who want a refresher on product information.
eMoney’s second phase includes piloting and eventually rolling out an external eMoney certification program. The program aims to build proficiency among current and new eMoney users, as well as college students and recent graduates in the financial field who want to showcase their eMoney expertise as they enter the job market. The platform’s e-commerce capabilities will play a pivotal role in this initiative.
“When it came to selecting a platform, the Thought Industries’ Learning Business Platform stood out because of its advanced eCommerce functionality, flexibility of deployment, and overall comprehensiveness,” said Matthew Schulte, SVP, Financial Planning at eMoney. “These features will enable us to launch programs that provide immense value to our employees, clients, and the next generation of financial professionals.”
“eMoney Advisor is constantly on the cutting edge of financial technology, not only in the solutions they offer their clients but in the way they leverage education and training for their business,” said Doug Murphy, President of Thought Industries. “Our platform will enable them to scale these online learning programs to multiple parts of their organization, and we’re excited to work with them to grow both their internal and external learning operations.”
About eMoney Advisor
eMoney Advisor, LLC (“eMoney”), based in Radnor, Pennsylvania, is the leading scalable wealth management technology developed for financial professionals, firms, and enterprises of all sizes. Rooted in collaborative financial planning, eMoney’s technology helps financial professionals build stronger client relationships, streamline operations, and drive revenue and growth. Developed and perfected by nearly 500 passionate, innovative, and dedicated employees in three locations, eMoney’s solutions transform the wealth management experience for more than 46,000 clients and 2 million end-clients nationwide.
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