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More than 35 Financial Services Organizations Attend
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 services industry.

Notable sessions at the conference included:

  • One of the largest life insurers in the United States detailed its successful transition from E-Z Data’s Windows® solution to its web-based SmartOffice solution to deliver benefits to its internal sales force, internal life wholesalers, and retirement strategies group.
  • 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’ clients.
  • 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.


CaroleAnne Hardy
E-Z Data, Inc.

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