CST: 23/07/2016 16:12:25   

eMoney Advisor Named Winner at 2016 Stevie(R) Awards for Sales & Customer Service

138 Days ago

PHILADELPHIA, PA --(Marketwired - March 07, 2016) - eMoney Advisor (eMoney) has been recognized by the Stevie® Awards for Sales & Customer Service and awarded Gold, Silver and Bronze awards, as well as a Grand Stevie Award as a top 10, best-of-competition winner at the 10th annual gala on Friday, March 4, at the Paris Hotel in Las Vegas. This recognition is a testament to the culture of service eMoney fosters and underscores the deep commitment the organization makes to ensure their clients succeed through the delivery of innovative wealth-planning technology and award-winning support.

Presented by the Stevie Awards, organizers of several of the world's leading business awards shows, the honor recognizes individuals and organizations for their outstanding performance in customer service. This is the second consecutive year eMoney has placed as a finalist, this year taking home 10 awards in total, including three Gold awards for excellence in the following Financial Services Industry categories: 

  • Gold - 2016 Front-Line Customer Service Representative of the Year - Joe Pearson and Jen Collins; and 2016 Young Front-Line Customer Service Representative of the Year - Jen Collins.
  • Silver - 2016 Contact Center Professional of the Year and Young Front-Line Customer Service Representative of the Year - Ashley Valle; and 2016 Contact Center of the Year, Up to 100 Employees.  
  • Bronze - 2016 Sales Operations Professional of the Year - Sean Halloran; 2016 Customer Service Department of the Year, Up to 100 Employees; and 2016 Front-Line Customer Service Team of the Year.

eMoney was also awarded a Grand Stevie, an honor presented to the 10 organizations that submit the best collection of entries, in their own name or in the names of one or more clients. 

"At eMoney, a culture of service excellence is deeply ingrained in everything that we do. It's our priority to know our clients -- to know how they think and what needs they have -- so that we can stay one step ahead," said Steve Levis, Senior Vice President of Client Engagement. "It's a great honor to see that dedication to our clients recognized through the efforts of the hardworking individuals on our Sales and Client Engagement teams, alongside some of the most elite and trusted providers in the world." 

Nearly 2,000 nominations from organizations of all sizes and in virtually every industry were evaluated on the basis of customer service records and recordings. The winners were selected by several specialized judging committees.

"The Stevie Awards for Sales & Customer Service continues to be the fastest-growing of our international awards programs," said Michael Gallagher, president and founder of the Stevie Awards. "The sheer number of nominations is matched by the increasing quality of those nominations."

Levis continued, "I could not be more proud of our entire team and the commitment they make to ensure the best interests of our clients are always our top priority."  

About eMoney Advisor
eMoney Advisor, LLC ("eMoney"), based in Radnor, Pennsylvania, is the only wealth-planning system for financial advisors and firms that offers superior transparency, accessibility, security, and organization for everything that affects their clients' financial lives. A technology envisioned and created by advisors for advisors, eMoney's award-winning software and resources are tailored to transform the advisor's ability to implement comprehensive financial plans and prepare their clients for a secure financial future. For more information, please visit: www.emoneyadvisor.com.

About The Stevie Awards
The Stevie Awards are conferred in six programs: The American Business Awards, the German Stevie Awards, The International Business Awards, the Stevie Awards for Women in Business, the Stevie Awards for Sales & Customer Service, and the Asia-Pacific Stevie Awards. Honoring organizations of all types and sizes and the people behind them, the Stevies recognize outstanding performances in the workplace worldwide. Learn more about the Stevie Awards at http://www.StevieAwards.com, and follow the Stevie Awards on Twitter @TheStevieAwards.

The following files are available for download:

Kelly Waltrich 
SVP, Head of Marketing and Communications
eMoney Advisor, LLC
610.684.4653
610.304.6538 
kwaltrich@emoneyadvisor.com 

Jason Lahita
FiComm Partners, LLC
310.593.4222
973.460.7837
Jason.lahita@ficommpartners.com