E-Z Data Receives ISO 27001 Certification
Pasadena, CA, January 21, 2008 –
E-Z Data, Inc., a leading provider of
front-office systems for insurance companies,
general agents, banks, investment dealers,
agents, and financial advisors, announced today
that it has received ISO 27001 certification.
ISO, the International Standards Organization,
creates standards that specify worldwide
requirements for products, services, processes,
materials and systems. ISO 27001 is the new
international standard created specifically for
Information Security Management Systems.
“In our industry, independent agents and financial
advisors must be assured of the security of their client
data,” said Scott Weber, Assistant Vice President of
Operations Technology for PartnersFinancial/NFP in
Austin, TX. “E-Z Data’s ISO 27001 certification gives us
even greater confidence in the fact that our member
firms’ data is as secure as it can possibly be.”
“CPS is pleased to be partnering with an organization
that takes information security and risk management as
seriously as E-Z Data does,” said Peter Holden, Chief
Executive Officer of CPS Insurance Services, a large
brokerage general agency in Irvine, CA. “It is assuring
to know that the facility where we host our corporate
agent and client data meets the rigorous information
security standards and policies required for ISO 27001
ISO 27001 certification gives enterprises seeking
hosted systems a method by which they can effectively
compare each provider’s ability to ensure data security.
E-Z Data’s clients, the majority of whom are financial
services distributors, require ongoing assurance that
their hosted data is not at risk in order to help comply
with the Sarbanes-Oxley Act (also known as the Public
Company Accounting Reform and Investor Protection Act).
The Sarbanes-Oxley Act requires companies to develop an
information security management system that is
integrated, comprehensive, and incorporates widely
recognized best practices. ISO 27001 is a step toward
effecting and demonstrating compliance with this
“E-Z Data has always taken great pride in our system
security, but the third-party validation of this fact by
a trusted organization is vital as our customers, from
large financial services enterprises to individual
financial advisors, seek to identify vendors that can
deliver a truly secure system,” said Dale Okuno,
President and CEO, E-Z Data. “Our ISO 27001
certification further ensures our prospects and our
current clients that their data is indeed secure on E-Z
The first E-Z Data ISO 27001 certification audit
included the company’s Hosting Services Group, Database
Group, Network Operations Center, MIS, Data Migration
Group, Technical Support, Human Resources, and
Administration and Legal department, and resulted in E-Z
Data’s official certification on November 6, 2007.
About E-Z Data, Inc.
Leading financial services organizations and top
financial advisors worldwide rely on E-Z Data’s practice
management, agency management, and CRM solutions to
systematize proactive, hi-touch communication with
clients, increase sales, and reduce operational costs.
E-Z Data solutions are used by more than a quarter
million financial services professionals and
industry-leading firms including HSBC, M Financial,
MetLife, National Financial Partners, ProEquities,
Prudential, Royal Alliance, and Securian. For more
information about E-Z Data’s solutions, go to
www.ezdata.com or call 800-777-9188.
E-Z Data, Inc.