CURO Financial's Use of eMoney for Financial Planning

This case study details CURO Financial and Insurance Solutions' utilization of eMoney as a financial planning tool since its inception in 2016. The firm, founded by Jim Lingelbach and Ciano Villaquiran, focuses on guiding clients through the retirement transition with a comprehensive financial planning process. CURO emphasizes the importance of understanding each client's unique goals and values, which is facilitated by eMoney's capabilities. The software enhances retirement planning through comprehensive scenario analysis and stress testing, allowing CURO to create customized plans and improve client communication. The case study highlights the firm's belief that eMoney is a key driver of their success, enabling them to provide a planning-centric experience. The CURO team appreciates eMoney's modern aesthetics and customer support, which they find beneficial in their planning processes. The case study also includes a client interaction that illustrates the emotional support provided through eMoney's planning projections, showcasing the platform's impact on client decision-making.