Case Study: eMoney Advisor achieves scalable, lower-cost, standardized onboarding with Thought Industries' Customer Learning Platform

eMoney Supports Major Organizational Improvements

eMoney Advisor, a leading wealth-management technology firm onboarding up to 100 new hires annually, faced rising training costs, scheduling conflicts, and inconsistent instructor‑led onboarding as it scaled. To standardize and scale employee and contractor learning, eMoney selected the Thought Industries Customer Learning Platform to replace much of its on‑site instructor‑led training.

Thought Industries delivered an on‑demand, enterprise‑scale Customer Learning Platform implemented in five months with a 25‑person cross‑functional team; the platform supports 30 course categories, assessments, videos, quizzes and role‑plays. Using Thought Industries, eMoney automated logistics, standardized training quality across U.S. staff and international contractors, sped completion times, cut travel and rescheduling costs (previously running 450 classes), and freed internal resources—with positive learner feedback and plans to expand training to 50,000 external users.

eMoney Advisor

Celeste Hernandez Revelli

Director of Financial Planning