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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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SAP AppHaus and NTT DATA Expand Global SAP AppHaus Alliances to Accelerate Human-Centered SAP Business AI at Scale

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WALLDORF, Germany and LONDON, May 11, 2026 /PRNewswire/ — SAP AppHaus and NTT DATA Business Solutions today announced the expansion of their global SAP AppHaus Alliances partnership. The next phase of the collaboration focuses on helping organizations move beyond isolated AI experiments and accelerate the adoption of scalable, business–driven AI embedded into Cloud ERP environments.

Building on its established role within the SAP AppHaus Alliances, NTT DATA Business Solutions is taking a leading role in operationalizing human–centered solutions built with SAP Business AI at global scale. Central to this approach is the combination of the SAP AppHaus methodology with NTT DATA Business Solution’s GenAI Accelerated toolkit, enabling customers to identify high–value AI use cases, rapidly prototype solutions on SAP Business Technology Platform (SAP BTP), and industrialize them across SAP Cloud ERP landscapes.

Through its Global Enablement Program, using the SAP AppHaus methodology, NTT DATA Business Solutions is equipping multidisciplinary teams worldwide with a repeatable framework for AI exploration, design and delivery. The initiative brings together SAP AppHaus human–centered design, NTT DATA Business Solution’s proprietary GenAI Accelerated assets, and SAP technologies such as Joule and SAP Business Data Cloud.

This integrated approach helps customers achieve faster time–to–value, lower development risk and higher adoption by directly connecting AI innovation to core business processes. Rather than treating AI as a standalone initiative, NTT DATA Business Solutions embeds it into Cloud ERP transformation programs – an approach reflected in its global customer engagement theme Cloud ERP Supercharged.

“With Cloud ERP Supercharged, we are deliberately redefining how SAP Business AI is used in SAP environments. It is not about isolated use cases, but about embedding AI directly into Cloud ERP processes, from master data and partner collaboration to document handling and logistics,” said Nicolaj Vang Jessen, Executive Managing Director Consulting GIIC and Nordics & Eastern Europe, NTT DATA Business Solutions.  “By combining human–centered design, ready–to–run AI extensions and Joule capabilities, we enable our customers to automate, run and continuously learn, turning Cloud ERP into a platform for sustained business performance.”

The expanded alliance builds on successful joint customer engagements, including organizations such as Amey and Aspen Pumps, where NTT DATA Business Solutions applied the SAP AppHaus approach and the GenAI Accelerated toolkit to deliver tangible outcomes – from smarter decision–making and process automation to improved operational resilience.

“Our expanded partnership with SAP AppHaus reflects a deliberate shift from isolated AI use cases to enterprise–wide SAP Business AI,” said Mark Wheeler, Global Head of Product Engineering & AI Customer Success, NTT DATA Business Solutions. “By combining human–centered design with our GenAI Accelerated toolkit, we enable customers to translate AI ambition into solutions that improve speed, quality and competitiveness, directly within their SAP Cloud ERP environments.”

With operations in more than 30 countries and over 15,000 SAP specialists worldwide, NTT DATA Business Solutions continues to differentiate itself in the SAP ecosystem by combining industry expertise, proprietary AI assets and global delivery at scale. The SAP AppHaus methodology further reinforces the company’s ambition to actively shape how SAP Business AI is designed, deployed and scaled within SAP–centric enterprises.

For more information, please visit nttdata-solutions.com.

About NTT DATA Business Solutions

NTT DATA Business Solutions is focused on SAP and works within a strong ecosystem of partners including Microsoft and ServiceNow. We enable midmarket and lower large enterprise companies worldwide to become Intelligent Enterprises – from consulting and implementation to managed services. We are part of NTT DATA a $30+ billion business and technology services leader, serving 75% of the Fortune Global 100. Together, we are committed to accelerating client success and positively impacting society through responsible innovation. We are one of the world’s leading AI and digital infrastructure providers, with unmatched capabilities in enterprise-scale AI, cloud, security, connectivity, data centers and application services. Our consulting and industry solutions help organizations and society move confidently and sustainably into the digital future. As a Global Top Employer, we have experts in more than 70 countries. We also offer clients access to a robust ecosystem of innovation centers as well as established and start-up partners. NTT DATA is part of NTT Group, which invests over $3 billion each year in R&D.

Press Contact NTT DATA Business Solutions

Jasmin Straeter

Head of Global Communications

NTT DATA Business Solutions AG

Königsbreede 1, 33605 Bielefeld,

Germany

T: +49 521 9 14 48 108

Email: Jasmin.Straeter@nttdata.com

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AnySearch Launches as Search Infrastructure Built for AI Agents

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HONG KONG, May 11, 2026 /PRNewswire/ — As AI agents rapidly evolve from experimental tools into productivity systems, AnySearch, a next-generation AI search product purpose-built for AI agents and enterprise AI systems, has officially launched, offering AI agents unified access to high-quality information.

Unlike traditional search engines or AI search products built primarily around public web content, AnySearch is founded on a fundamentally different premise: much of the information most valuable to AI agents is not publicly searchable.

A significant portion of high-value data does not reside on the open web, but within authenticated professional systems such as industry databases, real-time financial terminals, code repositories, academic platforms, and structured API services. As AI agents begin handling increasingly sophisticated tasks — including research and analysis, software development, and security audits — efficiently connecting to and accessing high-quality, fragmented data across multiple sources has become a key challenge for the next stage of AI application development.

The AnySearch team said, “Traditional search engines can only access a small fraction of the internet. But AI agents need far more than webpages — they require secure, reliable, structured, and real-time information that can support reliable reasoning and execution.”

To address this challenge, AnySearch aggregates extensive vertical data sources spanning finance, legal, academic research, cybersecurity, energy, and corporate intelligence, among other specialized domains. Through a single unified API, AI agents can directly retrieve accurate, structured results without requiring developers to manage dozens of disparate data interfaces. AnySearch natively supports Skill, MCP, and API connectivity, enabling seamless integration into AI agents, enterprise systems, and automated workflows.

The product is now available across multiple developer ecosystems, including GitHub, skills.sh, ClawHub, SkillHub, and Glama, with users currently receiving 1,000 free API calls per day.

As momentum in the AI search space continues to build, AnySearch is pursuing a distinct path from traditional search engines such as Google, focusing on high-precision, structured search capabilities purpose-built for AI agents.

According to internal benchmark evaluations across Frames, FreshQA, and WebWalkerQA, AnySearch delivered stronger results than public-web-based AI search products in both answer accuracy and execution efficiency. In complex real-world scenarios — including code retrieval, security analysis, real-time business decision-making, and industry research — agents integrated with AnySearch also demonstrated stronger capabilities in information seeking and task completion. Rather than sifting through vast amounts of unstructured web content, AnySearch intelligently routes queries to the most relevant specialized data sources and returns accurate, concise, and execution-ready results.

A growing number of industry observers believe AI is fundamentally reshaping the underlying logic of search. For decades, search engines have focused on helping people access webpages and information. As AI agents become more active across the digital ecosystem, the next generation of search infrastructure will focus on enabling AI systems to better understand the world and autonomously complete tasks.

From this perspective, AnySearch is not positioning itself as just another AI search product, but as a new form of infrastructure for the AI era.

Learn more about AnySearch:

Website: https://www.anysearch.com/

Github: https://github.com/anysearch-ai

X: https://x.com/AnySearchAI

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eclicktech Explores What Happens When AI Agents Start Owning KPIs

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XI’AN, China, May 11, 2026 /PRNewswire/ — Over the past year, the conversation around artificial intelligence in Silicon Valley has undergone a subtle yet significant shift.

From OpenAI introducing Agent-based solutions, to Anthropic launching Computer Use and Claude Cowork, and the emergence of autonomous AI systems like Devin and Manus, the industry focus is no longer centered solely on model performance or parameter competition. Instead, a new theme is becoming increasingly dominant: AI is moving beyond the “tool layer” and entering the “organizational layer.”

When financial giants like Goldman Sachs begin referring to AI coding assistants as “employee number one,” and SaaS companies shift discussions from “adding AI features” to “whether AI Agents could eventually take over the software control plane,” one thing becomes increasingly clear: AI is no longer just a copilot for human workers — it is beginning to function as an actual organizational participant.

This transformation is no longer limited to discussions in Silicon Valley. At eclicktech, a growing number of AI Agents have quietly “joined the workforce.” They are taking briefs, conducting analysis, drafting proposals, managing workflows, optimizing campaigns, and even operating with their own KPIs.

Drawing from eclicktech’s recently completed “AI Implementation Hackathon” and its large-scale AI Agent practices, a new question is emerging:

What happens when AI Agents start owning KPIs? And how will that reshape the growth systems of global enterprises?

Why Global Marketing Became One of the First Industries to “Organize Around AI”

“The rise of organizational AI wasn’t accidental — it was driven by the complexity of the business itself,” said Aodi Zhang, Chief Product Officer at eclicktech.

Global marketing today is no longer a competition of isolated creative ideas. It has evolved into a highly complex, real-time operating system involving multiple markets, platforms, languages, and creative assets running simultaneously. Millions of impressions, clicks, and conversions are generated daily, all requiring immediate analysis and response.

In this environment — one defined by high-frequency decisions, data intensity, and rapid iteration — traditional linear growth models built on scaling headcount are quickly reaching their limits. They can no longer match the increasing complexity or real-time responsiveness required by modern global businesses.

At the same time, AI capabilities have crossed a critical threshold.

Previously, AI functioned primarily as an assistive tool for isolated tasks. Today, AI Agents are capable of long-chain execution, tool orchestration, autonomous collaboration, contextual understanding, and independent decision-making.

For the first time, AI is beginning to meet the standard of an “organizational teammate.” It no longer requires constant human supervision at every step. Instead, it can understand objectives, autonomously plan execution paths, and deliver outcomes.

According to the 2025 China Enterprise AI Agent Application Research Report published by First Voice Research Institute, China’s enterprise AI Agent market reached RMB 23.2 billion in 2025, with a projected compound annual growth rate of 120% from 2023 to 2027. Behind this rapid growth is a strong enterprise demand for efficiency gains, cost optimization, and smarter decision-making.

Global marketing — with its complexity and need for real-time responsiveness — has naturally become one of the first large-scale testing grounds for organizational AI.

What Do These “AI Coworkers” Actually Look Like?

eclicktech’s recent “AI Implementation Hackathon” served as something closer to an organizational-level A/B test — placing AI directly into live business workflows to observe how organizations evolve around it.

“We no longer think of AI as a tool sitting in a browser bookmark bar,” Zhang explained. “We think of it as a teammate that can be assigned tasks, held accountable for outcomes, and integrated into operational workflows.”

Several standout projects emerged from the hackathon. But viewing them simply as “efficiency tools” would significantly underestimate their value. Once these systems are viewed through an organizational lens, it becomes clear that eclicktech has already introduced a new category of “AI coworkers” into its business operations.

These AI systems collaborate directly with human employees across the full global marketing workflow.

Hubert: The Always-On Collaboration Hub

In traditional workflows, communication between sales teams, account managers, campaign optimizers, and designers often resembled a relay race full of information leaks and disconnects.

Now, an AI system called Hubert has taken over much of that coordination.

Functioning like an always-online executive assistant, Hubert listens to fragmented requests across teams, automatically structures client information into centralized systems, and proactively alerts relevant stakeholders whenever updates occur.

Instead of relying on fragile human memory, Hubert transforms organizational knowledge into a shared operational intelligence system.

Dexter: The Data Specialist Built for Operational Problem-Solving

Anyone working in campaign optimization knows that analysts often spend the majority of their time reconciling data, identifying discrepancies, and tracing traffic sources.

Dexter now automates much of that process.

The AI system continuously monitors monetization and campaign performance dashboards. When anomalies occur, Dexter can identify root causes within minutes and generate attribution analysis and optimization recommendations before the workday ends.

By handling repetitive analytical work, Dexter enables senior analysts to focus on higher-level strategic decision-making while preserving organizational expertise as scalable operational intelligence.

Hunter & Link: AI Systems Reshaping Customer Acquisition

Within eclicktech’s business development and operations teams, two additional AI systems — Hunter and Link — are redefining sales workflows.

Hunter functions like a constantly active prospecting engine, scanning emails, LinkedIn, and websites to identify high-potential leads. It can autonomously generate personalized outreach emails and even optimize messaging through automated A/B testing.

Meanwhile, Link operates as an intelligent workflow assistant inside messaging platforms, automating inquiry collection, order notifications, and operational coordination.

Together, these systems allow human business development teams to focus less on repetitive prospecting and more on high-value negotiations and strategic relationship building.

AI Agents Are Becoming Infrastructure

These examples represent only part of eclicktech’s broader AI ecosystem.

Today, dozens of AI coworkers are embedded across eclicktech’s operations, supporting creative generation, campaign optimization, budget allocation, data attribution, intelligent customer service, and technical operations. Together, they form a goal-oriented organizational AI ecosystem.

Zhang emphasized that this does not mean organizations can completely remove humans from the loop.

“The more powerful AI becomes, the more important clear operational boundaries become,” he said. “AI handles execution and operational tasks, while humans remain responsible for oversight, judgment, and final decision-making. That human-AI collaboration model is critical for maintaining operational safety and business reliability.”

The scale of adoption is already significant.

According to preliminary estimates, eclicktech’s internal AI systems currently consume more than 4 billion tokens per day. Behind that figure is a growing number of AI Agents operating across real production environments, transforming AI computing power into measurable business growth.

Supporting this ecosystem is EC-Agent, eclicktech’s proprietary enterprise AI Agent development platform. The company says customized AI Agents can now be built in as little as five minutes, reducing development costs by up to 80% and enabling large-scale AI deployment across the organization.

From Silicon Valley’s evolving AI conversations to eclicktech’s real-world implementation, one trend is becoming increasingly evident:

When AI Agents begin owning KPIs, they are not simply improving operational efficiency — they are fundamentally reshaping how global enterprises function.

AI is no longer just an assistive tool. It is becoming an organizational participant working alongside humans. And as AI systems continue evolving, enterprises that successfully redesign themselves around human-AI collaboration may gain a significant competitive advantage in the next era of global business.

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