Ep. 306: Planning Software Evolution: Why AI Can Take Notes But Can’t Build Trust, with Susan McKenna, eMoney
September 18, 2025
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Show Notes
<p>The post <a href="https://wealthtechtoday.com/2025/09/18/ep-306-planning-software-evolution-why-ai-can-take-notes-but-cant-build-trust-with-susan-mckenna-emoney/">Ep. 306: Planning Software Evolution: Why AI Can Take Notes But Can’t Build Trust, with Susan McKenna, eMoney</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>
<p>When a financial planning software becomes so successful that it’s used by a large percentage of advisors, it faces a unique challenge: how do you modernize without alienating the very clients who made you successful? Susan McKenna, CEO of eMoney, sits down to discuss how the market-leading planning platform is navigating this delicate balance while […]</p>
<p>The post <a href="https://wealthtechtoday.com/2025/09/18/ep-306-planning-software-evolution-why-ai-can-take-notes-but-cant-build-trust-with-susan-mckenna-emoney/">Ep. 306: Planning Software Evolution: Why AI Can Take Notes But Can’t Build Trust, with Susan McKenna, eMoney</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>