November 7, 2024
FinTech Disruptors: The CEO of eMoney on How to Elevate the Planning Experience
The Diamond Podcast for Financial AdvisorsAbout this episode
Susan McKenna, CEO of eMoney, explores the fintech firm’s evolution, competitive edge, and the role of technology in wealth management. She discusses how eMoney’s tools foster client conversations and enhance experiences, shares insights on the future, and more.