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The thousands of insurance and financial products and their changing values make financial services one of the world's most data-intensive industries. As a result, hundreds of data feeds are available from various manufacturers, clearing houses, and aggregators.
The challenge: How can this information be at the fingertips of the financial professional when it's needed to win new business or deliver outstanding customer service? The answer is DataXchange™ Enterprise Server.
E-Z Data's DataXchange™ consolidates disparate data sources and delivers data into SmartOffice and Client Data System for the benefit of end-users and clients. From investment positions and transactions, to the status of pending cases, to sales leads, DataXchange™ gets data where it can make a difference.
Two versions of DataXchange™ are available to meet the needs of today's financial services organization:
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