More than 35 Financial Services Organizations
E-Z Data’s 12th Annual Client Partner Conference
Hollywood, CA, March 11, 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 concluded its twelfth annual Client
Partner Conference at the Hollywood Renaissance
Hotel in Hollywood on Friday, March 7, 2008.
With more than 70 clients representing 35 client
organizations in attendance, the three-day event
is a forum for users of E-Z Data’s SmartOffice®
solution to come together to share success
stories, learn about new integrations and
innovations, network with industry peers, and
generate ideas that can be applied to their
businesses within the quickly evolving financial
Notable sessions at the conference included:
- One of the largest life insurers in the United
States detailed its successful transition from E-Z
solution to its web-based SmartOffice solution to
deliver benefits to its internal sales force,
internal life wholesalers, and retirement strategies
- One of the world’s largest banks shared its
success within its in-house insurance agency in the
U.S. to utilize SmartOffice to provide a positive
sales experience, as well as deliver seamless
integration with bank systems and each banker’s
desktop, real-time state licensing validation and
carrier appointments, and the bundling of current
carrier forms for ease of access by agent.
- One of the nation’s largest financial services
distributors and a first adopter on E-Z Data’s
enterprise solution highlighted its growing project
that now serves more than 900 system users averaging
over 1,000 sessions per day.
- One of the nation’s largest financial planning
companies overviewed its technology and release
strategies used to drive its successful 10,000+ user
conversion and deployment of SmartOffice.
- A panel of broker-dealers discussed how
SmartOffice and other integrated applications are
being used within their organizations to support
Home Office operations and deliver excellent service
to both their independent advisors and the advisors’
- A panel of top producers presented SmartOffice
usage scenarios within their own firms and discussed
how the solution improves communication and loyalty
among advisory firms and distributors.
- A large Brokerage General Agency illustrated how
it is leveraging SmartOffice to create measurable
efficiencies across the enterprise.
- E-Z Data’s 2008 Customer Innovation Award was
presented to one of the largest banks in the United
States for its integration and innovative use of the
SmartOffice solution to support its insurance agency
home office and its field advisors.
“E-Z Data’s Client Partner Conference is a unique
industry forum where financial services leaders come
together to discuss the ‘what’ and the ‘how’ of
achieving optimal value from their unique
environments,” said Dale Okuno, President and CEO,
E-Z Data. “From the candid sessions and discussion
to the annual advisory committee meeting where the
clients identify and vote on their top development
priorities, this event is a great example of
industry leaders working together to extend the
value of CRM and drive new business benefits.”
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.