Case Study: eMoney Advisor achieves 50% faster content production and bridges sales–marketing gap with SurveyMonkey’s TechValidate

eMoney Advisor bridges the sales and marketing gap with TechValidate Content 50% Faster

eMoney Advisor, a leader in digital transformation for wealth management, provides dynamic financial planning software that helps advisors grow assets and deepen client relationships. With a lean eight-person marketing team facing rising demand for content and a growing disconnect between sales and marketing, eMoney’s manual customer-story process became too slow and resource-intensive.

By adopting TechValidate, eMoney automated customer data collection and content creation, enabling the team to produce content more than 50% faster. Over three years they engaged 5,000+ customers (up from 30), collected nearly 21,000 responses, and published 150+ targeted assets used across the website, sales decks, PR, social, and lead-gen—helping close deals, align sales and marketing, and scale customer evidence cost-effectively.

eMoney Advisor

Kelly Waltrich

SVP, Head of Marketing and Communications