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eMoney Advisor Presents Product Roadmap Focused on Collaborative Planning during Annual Summit

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New proprietary research explores financial planning collaboration and technology adoptioneMoney leadership details new updates and features guided by research that enable more collaborative planning between advisors and clients

RADNOR, Pa., Oct. 21, 2024 /PRNewswire/ – eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, today presented new proprietary research and previewed its product roadmap and vision during the first day of the 2024 eMoney Summit, the top virtual conference for financial professionals, which is being held through Oct. 23. 

eMoney CEO Susan McKenna welcomed an audience of more than 1,400 financial professionals to the eleventh Summit, sharing highlights from the past year with a special focus on the company’s commitment to collaboration. Head of Financial Planning Matt Schulte and Dr. Emily Koochel, manager of financial wellness, then took the stage to detail new research findings that showcase the importance of collaborative planning – defined as advisors and clients using financial planning technology to work together throughout the planning process. 

Planning Better Together Research 
The research1, which reflects the data from surveys completed by more than 650 advisors and 1,200 end-clients in the spring of 2024, determines that clients want to be involved in the planning process and that there are key collaborative activities advisors can employ to provide the best outcomes. The top five actions advisors can take inside of financial planning technology to improve collaboration with clients include:   

Comparing plan options and stress testing the plan to simulate potential future eventsAnalyzing the current course of action for the planDemonstrating different scenarios or options and competing courses of action, showing the impact of choices on the planReviewing the assumptions and estimates used to develop the recommendations andReviewing and refining recommendations by analyzing potential alternative courses of action and strategies

“Personalization is essential in this process. By tailoring the approach to each client’s unique needs, advisors lay the groundwork for effective collaboration. This ensures that clients feel their input is valued, leading to more satisfactory and achievable financial plans,” said Koochel. 

Product Roadmap and Vision 
This research has directly informed eMoney’s product roadmap and vision, which is focused on providing technology that helps advisors plan better together with their clients. Head of Product Tom Sullivan previewed the product roadmap items that will enable a faster, easier and more intuitive planning process. 

“As we get into our strategic roadmap, you’ll see an emphasis on creating flexible options to help you get more people into the planning process with right-sized conversations that allow you to engage with clients and prospects as efficiently as possible,” said Sullivan. 

Chad Porche, senior vice president of product management, and Ricky Illigasch, vice president of product management, joined Sullivan to present recent and forthcoming enhancements on the product roadmap, which include: 

eMoney Aggregation: Available now as a standalone solution, firms can enhance their client experience by consolidating financial data from multiple sources into one comprehensive data set.Premium Client Portal Experience: Coming in early 2025, it will offer advanced features designed to provide a more engaging and interactive digital user experience such as a mobile app, interactive area and personalized homepages.Improved Foundation Planning: A reimagined, faster and more intuitive foundational planning workflow, offering a consistent user experience that simplifies plan creation and enhances collaboration between advisors and clients.Decision Center Updates: Enhancements to further streamline and consolidate the advanced planning experience with expanded reports and a more interactive interface while allowing advisors to compare and stress-test recommendations more effectively.Enhanced Goal Planner: Additional robust scenario comparison features in the Goal Planner, making it easier to visualize different financial outcomes and refine planning strategies in real time.Improved Healthcare Expenses and Cryptocurrency Support: Expanding support for healthcare expenses and incorporating cryptocurrency holdings into clients’ financial plans.eMoney Insights: A new solution that streamlines plan creation by analyzing a client’s data and generating actionable approaches in Decision Center — helping advisors quickly create comprehensive plans while reducing effort and complexity.Financial Scorecard: A streamlined view of key data, delivering a comprehensive score based on existing information that allows advisors to access essential insights in one centralized location and take informed actions that drive results.

“Our commitment to enhancing every aspect of the planning experience ensures that we remain best-in-class for the next 10 years and beyond. By focusing on the client experience, advisor experience, and firm experience, we are helping you deliver personalized, impactful financial planning to more clients than ever before,” Illigasch said to conclude the keynote presentation. 

The team also reflected on the past 12 months, during which eMoney has delivered nearly 30 product updates based largely on client feedback. These updates include a revamped Client Portal, an enhanced Decision Center experience with new reports and solvers, the customizable “My Advisor” page and the “My Plan” tab within the Client Portal. 

Summit Experience 
In addition to mainstage speakers, attendees will hear inspiring keynotes and insightful panel discussions, including: 

“Collaborate Faster and Further, Together,” presented by Erica Dhawan, award-winning keynote speaker and author”Trends and Transformation: A Look at the Global Economy,” delivered by Roben Farzad, journalist, broadcaster and host of public radio’s “Full Disclosure””Is My Advisory Firm Normal? 6 KPIs to Track and Compare,” presented by Michael Kitces, industry thought leader”Planning Better Together: Intersection of Trust, Collaboration, and Technology,” a panel discussion featuring advisors and industry experts 

Summit attendees can also earn up to 15 continuing education credits through sessions that have been accepted by the CFP Board; participate in personalized one-to-one consultations; explore more than 30 breakout sessions; join peer-to-peer roundtables; connect with peers in the networking lounge; and give feedback on the development of the latest eMoney features by visiting the Product Experience. 

The 2024 eMoney Summit is sponsored by Fidelity Investments, Fidelity Charitable, Allianz, MaxMyInterest, Nationwide, Finteract, Flourish, and Vanilla. 

For real-time updates on the Summit, follow eMoney on X (Twitter) and LinkedIn, or search the hashtag #eMoneySummit24. 

To view the Summit agenda, please visit emoneyadvisor.com/summit/schedule/.

About eMoney Advisor, LLC   
eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money. Rooted in holistic financial planning, eMoney solutions strengthen client relationships, streamline business operations, enhance business development, and drive overall growth. More than 109,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 6 million households throughout the U.S. For more information, please visit: emoneyadvisor.com.   

1eMoney Planning Better Together: The Value of Collaborative Planning, June 2024 

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SOURCE eMoney Advisor, LLC

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SE Healthcare Launches PulseCheck: A Real-Time Solution for Addressing Burnout and Workforce Engagement

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The PulseCheck tool will serve as a vital supplement to SE Healthcare’s comprehensive Burnout Prevention Program®, offering organizations a quick, focused way to assess employee burnout levels between more formal, large-scale surveys. With the ability to conduct more frequent, targeted evaluations, PulseCheck empowers leaders to track trends over time and respond swiftly to emerging issues, maintaining a healthy and resilient workforce.

CHARLESTON, S.C., Oct. 22, 2024 /PRNewswire-PRWeb/ — SE Healthcare is proud to announce the launch of PulseCheck, a groundbreaking new feature designed to provide healthcare organizations with real-time insights into workforce well-being and engagement. Available as of September 2024, PulseCheck is poised to transform how healthcare leaders monitor burnout and support staff mental health, ensuring that healthcare professionals receive the support they need when they need it most.

By providing real-time feedback via PulseCheck, SE Healthcare is equipping leaders with the data needed to understand burnout dynamics and make informed, proactive decisions that ultimately benefit both staff and patient care.

The PulseCheck tool will serve as a vital supplement to SE Healthcare’s comprehensive Burnout Prevention Program®, offering organizations a quick, focused way to assess employee burnout levels between more formal, large-scale surveys. With the ability to conduct more frequent, targeted evaluations, PulseCheck empowers leaders to track trends over time and respond swiftly to emerging issues, maintaining a healthy and resilient workforce.

“PulseCheck marks a significant step forward in how healthcare organizations can actively engage with their teams and foster a culture of well-being,” said Greg Coticchia, CEO of SE Healthcare. “By providing real-time feedback, we’re equipping leaders with the data needed to understand burnout dynamics and make informed, proactive decisions that ultimately benefit both staff and patient care.”

Key Features of PulseCheck:

Frequent Data Collection: Unlike traditional quarterly or semi-annual assessments, PulseCheck is designed for quick, frequent surveys that capture the pulse of the workforce. Configurable to trigger at specific intervals, it provides continuous, real-time data on burnout risk and staff engagement.Customizable Questions and Resources: Organizations can tailor PulseCheck to reflect their unique needs, including the integration of internal Employee Assistance Program (EAP) resources or using the tool’s default external mental health resources.Engagement as a Critical Metric: Participation and engagement metrics are core indicators of PulseCheck’s effectiveness. SE Healthcare’s goal is to ensure high engagement levels before introducing additional real-time reporting capabilities, enhancing the accuracy and impact of the tool.Data-Driven Strategy Adjustments: PulseCheck’s monthly reporting and potential integration with live dashboards will enable organizations to track trends and refine their burnout prevention strategies. This data empowers leadership to make adjustments based on current insights, ensuring a proactive approach to employee wellness.

Success Stories: Measurable Impact at Leading Healthcare Centers

One of the key aspects of SE Healthcare’s Burnout Prevention Program has been its proven ability to reduce burnout and improve nurse retention across a variety of healthcare settings. Recently, at a leading pediatric center, the program achieved a 27% reduction in burnout levels within just six months. This success translated into higher nurse engagement, improved job satisfaction, and a stronger, more resilient workforce dedicated to providing exceptional care to children.

This pediatric center is just one example of how SE Healthcare’s data-driven approach can transform healthcare environments. Furthermore, across several large healthcare systems, our initiatives have demonstrated a 35% reduction in the highest levels of burnout, significantly enhancing staff well-being and reducing turnover.

“With PulseCheck, our goal is to replicate this success by providing even more immediate and actionable insights,” stated Coticchia. “The results we’ve seen—such as the 24% reduction in overall burnout presence at one of our partner hospitals—are a testament to the effectiveness of real-time data and engagement strategies.”

Why PulseCheck is a Game-Changer: PulseCheck bridges the gap between comprehensive burnout surveys by providing more frequent, lightweight monitoring tools that maintain employee engagement and offer actionable feedback. Its focus on flexibility and integration with broader burnout prevention strategies ensures that leaders have the resources they need to create a healthy, sustainable work environment.

The High Cost of Inaction: Burnout among healthcare professionals has reached critical levels, with studies indicating that burnout rates have a direct impact on patient safety and organizational costs. According to a 2023 report by SE Healthcare, hospitals implementing burnout prevention programs saw a 35% reduction in the highest levels of burnout, along with a significant decrease in nurse turnover. PulseCheck’s ability to monitor well-being in real-time addresses the urgent need for timely intervention, preventing minor issues from escalating into critical challenges.

About SE Healthcare: SE Healthcare is dedicated to empowering healthcare professionals through innovative tools and strategies that enhance well-being and foster a positive work environment. Our evidence-based programs are designed to reduce burnout, improve retention, and ensure better patient outcomes. By addressing the root causes of burnout and focusing on continuous improvement, SE Healthcare leads the way in creating healthier, more sustainable healthcare systems.

Media Contact

Jillian Tice, SE Healthcare, 1 7176693893, jillian@sehqc.com, https://www.sehealthcaresolutions.com/ 

View original content to download multimedia:https://www.prweb.com/releases/se-healthcare-launches-pulsecheck-a-real-time-solution-for-addressing-burnout-and-workforce-engagement-302283485.html

SOURCE SE Healthcare

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SEI Increases Stock Share Repurchase Program by $400 Million

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OAKS, Pa., Oct. 22, 2024 /PRNewswire/ — The Board of Directors of SEI Investments Company approved an increase in its stock repurchase program by an additional $400 million, increasing the available authorization under the program to approximately $429 million, which includes $29 million remaining under the company existing share repurchase authorization.

About SEI®
SEI (NASDAQ:SEIC) delivers technology and investment solutions that connect the financial services industry. With capabilities across investment processing, operations, and asset management, SEI works with corporations, financial institutions and professionals, and ultra-high-net-worth families to solve problems, manage change, and help protect assets—for growth today and in the future. As of June 30, 2024, SEI manages, advises, or administers approximately $1.5 trillion in assets. For more information, please visit seic.com.

Investor Relations Contact: 

Media Contact:                

Brad Burke                                              

Leslie Wojcik

SEI                                                            

SEI

+1 610-676-5350                          

+1 610-676-4191

bburke2@seic.com                                    

lwojcik@seic.com

 

View original content:https://www.prnewswire.com/news-releases/sei-increases-stock-share-repurchase-program-by-400-million-302283678.html

SOURCE SEI Investments Company

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SentriForce Marks 20 Years of Security Innovation

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Video Surveillance Provider Celebrates Milestone, Plans for Continued Growth

HOUSTON, Oct. 22, 2024 /PRNewswire/ — SentriForce, a provider of comprehensive video surveillance solutions, is proud to announce its 20th anniversary. Over the past two decades, the Houston-based firm has led the industry with its responsive, innovative approach to evolving customer needs, shaping how competitors operate and setting new standards for security excellence.

SentriForce was founded in 2004 as a small business managed service provider. In 2008, the company pivoted to providing video surveillance as a service following the Great Recession. Throughout SentriForce’s 20-year history, the company has sought creative solutions to the unique problems faced by each of its market verticals, including the construction, single-family residential, multi-family residential, municipal infrastructure and retail industries.

SentriForce was among the first security providers to install flashing red-and-blue lights on its video surveillance units, a simple and highly effective deterrent that has since become the industry standard. Other innovations include reliable and aesthetically pleasing solar-powered equipment and the use of thermal imaging technologies that allow for easier detection of intruders.

One of the firm’s most recent innovations is LotWitness, a space-saving crime deterrent designed to enhance safety in retail parking lots. Using high-intensity strobe lights and customizable audio announcements, LotWitness reminds visitors to secure valuables before leaving their cars, ultimately reducing the risk of theft and vandalism.

Consistent efforts to raise the bar in the security industry are the leading drivers of SentriForce’s success and rank among the company’s most prized accomplishments, CEO Chris Peschang said.

“We are always looking for more effective ways to deter and detect unwanted activity on our customers’ jobsites and properties,” he said. “Ultimately, our job is to give people peace of mind.”

In addition to a record of standard-setting product and service development, SentriForce differentiates itself from competitors by monitoring its own video surveillance feeds. Defying industry trends, this approach fosters a culture of accountability within the company, ensuring that customers receive the highest level of service and support. Unlike many competitors who outsource their monitoring services, SentriForce has a vested interest in the security and well-being of its clients.

SentriForce’s ability to keep services in-house reduces response times and offers better protection of video evidence and data, Peschang added.

“It’s so important for customers to know who is monitoring their property,” he said. “We remain committed to keeping our monitoring in-house for the same reason we still offer month-to-month contracts: We believe that consistently providing high-quality service is the key to earning customer loyalty.”

Looking ahead, SentriForce plans to continue expanding its footprint throughout the country. The company already serves major cities in Texas, Oklahoma, Louisiana, Florida and Georgia, and plans to develop new products and services to meet the evolving needs of multiple markets, further solidifying its position as a leader in the security industry.

“As we move into new markets and regions, SentriForce will stay true to its customer-first service philosophy. I can’t wait to see what the next 20 years hold,” Peschang said. 

For more information about SentriForce, visit sentriforce.com.

ABOUT SENTRIFORCE

SentriForce is a leading provider of comprehensive video surveillance services for construction sites, residential neighborhoods, apartment communities, retail commercial properties and municipal infrastructure facilities. Its state-of-the-art video security solutions are designed to keep assets safe and mitigate risk exposure on projects or properties.

View original content to download multimedia:https://www.prnewswire.com/news-releases/sentriforce-marks-20-years-of-security-innovation-302283689.html

SOURCE SentriForce

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