Case Study: eMoney Advisor achieves 92% platform adoption and reduces support calls with WalkMe's TeachMe

eMoney Creates Successful Online Training Platform with TeachMe, Reducing Support Burden and Improving Client Engagement

eMoney Advisor, a scalable wealth management platform serving thousands of financial professionals and their clients, faced a costly onboarding challenge: new-user training was tedious, generated high support call volumes, and turned Success Coach sessions into basic how‑to lessons instead of strategic conversations. The company needed a scalable, customizable virtual learning experience that could live on the platform and reduce reliance on in‑person assistance.

eMoney implemented WalkMe’s TeachMe as an external LMS in its Help menu—building 10 courses, 60+ self‑guided Walk‑Thrus, 200+ resources, search functionality, and customizable coursework. The solution drove 92% adoption of the training platform, produced a significant drop in support calls, and freed coaching sessions to focus on strategy, improving client engagement and scaling personalized onboarding.

eMoney Advisor

Steve Levis

SVP, Client Engagement