Case Study: Bell Bank achieves 3x financial plans and rapid AUM growth with eMoney

Bell Bank Grows 75% of New Assets on Their Trust Platform with Financial Planning

Bell Bank, an independent regional wealth manager serving the Upper Midwest, faced an outdated planning tech stack that limited growth: manual data entry, no holistic view of held-away assets, and a cap on how many plans advisors could deliver. To pursue an expanded high‑net‑worth strategy and scale services, Bell selected eMoney’s financial planning platform to replace their legacy tools.

eMoney’s account aggregation engine, Client Portal, and interactive planning tools automated data collection, provided a complete client financial picture, and made planning more collaborative. As a result, Bell Bank tripled annual financial plans (from ~40–50 to about 120), saw AUM rise from roughly $3B in 2014 to $6B by end of 2018 (and $6.5B by Q1 2019), generated $113M in net new trust assets and $5M in retail referrals in 2018, and achieved an estimated 70% win rate on plans that converted to new AUM — all driven by eMoney.

Bell Bank

Becky Walen

SVP/Senior Wealth Management Advisor