Client Services Shadowing Request

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Name* This field is required.
First Name
Last Name
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Email* This field is required.
example@example.com
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Business Unit* This field is required.
Business Development
Client Services
Finance
Financial Planning
Legal and Risk
Marketing
People Experience
Product
Technology
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Department* This field is required.
Call Center Support (Tier 1)
Call Center Support (Tier 2)
Client Implementation
Client Service (Coaching, Training, etc.)
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Please provide your title to help the WFM team schedule shadowing sessions. * This field is required.
Associate Client Support Specialist
Client Support Specialist
Senior Client Support Specialist
Supervisor, Client Support
Manager, Client Support
Other
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Please provide your title to help the WFM team schedule shadowing sessions. * This field is required.
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Which group are you interested in shadowing?* This field is required.
Please Select
Please Select
Client Implementation Engineering
Client Implementation Sales Engineering
Client Implementation Program Management
Live Training
Coaching
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Select which part of the client journey you would like to join us on:
Client Configuration Execution – Observe how configuration elections made by the client are executed by Implementation Engineers.
Retail Platform Configuration and Maintenance –Observe ongoing change management of our street (EMA) version of the eMoney platform.
API Implementation Support – Observe kick-off and on-demand consultations with technical staff within our client home office, throughout the eMoney API development lifecycle.
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Select which part of the client journey you would like to join us on:
Deal Summary/Show Flow Preparation – Observe how Sales and Relationship Managers work to prepare an effective meeting agenda seeking to address prospect/client needs and deepen a firm’s usage of the eMoney platform.
Discovery Workshop – Observe how eMoney interacts with prospective or existing clients to explore new or deeper integration and deployment of eMoney across the firm.
Business Scoping Preparation – Follow the post-discovery work of fleshing out business scope for refinement and internal and external communication.
Closed:Won Transition to Implementation – When new client contracts are executed, observe the handoff from the deal team.
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Select which part of the client journey you would like to join us on:
Project Initiation - This encompasses Client Kickoff meeting, Weekly Client Implementation Calls and Configuration and/or Investment Decisions Discussions. Attendees typically include: Client Leadership, Client Project Team, Client Implementation Program Manager (CI PM), Client Implementation Directors and the eMoney Relationship Manager (RM).
Client Review Cycle Demo (3x a year) - Many clients opt into New Features Review Cycles, where the home office tests the new features to determine what should or shouldn't be included in their version of eMoney.  This call consists of a demonstration of the new features and enhancements by the Associate Program Manager (APM) to home office contacts. Attendees: Primary Home Office Contacts, APM, CSM and RM.
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Select which live training session you'd like to join:
Platform Essentials
Planning Fundamentals
Advanced Planning
Advisor Roundtable
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Select which type of coaching call you would like to join us on:
Getting Started - This is the first call with the Coach and advisor to ensure proper set up of the eMoney platform.
Optimizing Aggregation - Help complete the process of aggregating accounts under management.
Rolling out Your Client Portal - Customize the Client Portal offering and design a go-to-market strategy to help roll out their new services.
Building and Presenting a Plan - The step-by-step process of building and presenting a plan using client data.
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Preferred time for coaching call* This field is required.
9-10 a.m. ET
10-11 a.m. ET
11 a.m. - Noon E.T.
Noon - 1 p.m. ET
1 - 2 p.m. ET
2 - 3 p.m. ET
3 - 4 p.m. ET
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Provide your top (3) preferred dates to shadow a coaching call* This field is required.Dates should be separated by commas e.g. July 1, July 9, July 10.
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Large
Normal
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