Case Study: Croom Financial achieves greater efficiency and faster client data updates with eMoney Data Entry Services

Improving Efficiency with eMoney Data Entry Service

Croom Financial, a San Diego–based advisory firm led by sole advisor Armond Croom, struggled to keep client records current without sacrificing billable time or hiring staff. To maintain the highly personalized, triannual meeting cadence he promises clients, Croom turned to eMoney and specifically eMoney Data Entry Services (an eMoney service he’s used since 2015) to solve his data‑maintenance challenge.

eMoney’s Data Entry team securely uploads and populates client information from statements into the eMoney platform, delivering updated client profiles in under an hour so Croom can focus on advising rather than data entry. The eMoney solution preserved his high-touch service, boosted client loyalty, and supports the $25 million in assets Croom manages — while freeing time for business development and personal projects.

Croom Financial

San Diegobased

Owner