Case Study: intellicents grows wealth-management AUM and wins 401(k) RFPs with eMoney

intellicents Growing Wealth Management AUM with eMoney

intellicents, a retirement planning and wealth management firm based in Albert Lea, Minnesota, faced a 2016 RFP asking for a scalable employee education and financial planning program for about 400 employees. Lacking a ready platform to deliver budgeting, account aggregation, debt management and planner access to all participants, intellicents turned to eMoney’s financial wellness solution to meet the client’s request.

eMoney delivered a branded financial wellness app (“All My Money”) with account aggregation, a secure Vault, and self‑guided planning, enabling intellicents to educate participants and identify prospects for wealth management. The eMoney-powered program helped intellicents win the initial 400‑participant engagement (≈$30M in plan assets), secure five additional 401(k) RFPs, generate $175M of new 401(k) AUM in one week, grow its wealth management practice to $325M AUM (including a CFP who brought in $22M), and plan rollout to 40,000 participants.

intellicents

Brad Arends

Co-Founder and Chief Executive Officer