RADNOR, Pa., Feb. 16, 2022 /PRNewswire/ — eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, today announced the launch of new features for Bamboo, its digital marketing and engagement tool.
Recent enhancements are focused on helping financial professionals deepen client relationships, increase client retention, generate new clients, and increase efficiency, including:
- Customer Relationship Management (CRM) Integration: Efficiently manage contacts by integrating with Redtail CRM. Import contacts and groups for email outreach and track correspondence from Bamboo within Redtail.
- Email Scheduling: Schedule emails to be sent at a later date,