Case Study: Waverly Advisors achieves higher client engagement and retention with eMoney

Waverly Advisors boosts client retention 75% to 95% with eMoney

Waverly Advisors, a financial advisory firm, sought to build stronger client relationships through holistic planning to improve engagement and retention. Their goal was to provide an exceptional level of service that would retain clients for life. To achieve this, they implemented eMoney's Pro platform.

The eMoney solution provided tools for secure data sharing, account aggregation, and collaborative planning, which allowed Waverly to work with clients at every life stage. By using eMoney to create a holistic financial picture for each client, the firm significantly boosted engagement. The results included growing assets under management from $60M to $310M and increasing client retention rates from 75% to 95%.

Waverly Advisors