More than 50 Organizations Come Together to
Growth in event attendance
mirrors fourth-quarter growth in sales
E-Z Data’s 13th Annual Client Partner Conference
Pasadena, CA, March 17, 2009 – E-Z
Data, a top provider of customer relationship
management (CRM) and practice management
solutions for the financial services industry,
concluded its thirteenth annual Client Partner
Conference at the Rio Hotel in Las Vegas on
Friday, March 6.
With more than 50 organizations in attendance,
including E-Z Data clients and integration partners, the
three-day event served as a forum for users of E-Z
solution to explore new innovations in wealth
management, share success stories and best practices,
collaborate face-to-face with the E-Z Data team, and
generate ideas that can be directly applied to their
financial services businesses.
"Capital Analysts has found that SmartOffice, paired
with our own innovations, has allowed us to deliver a
dynamic advisor portal that is the foundation of our
unique business-to-business model,” said Matt Lynch,
President and CEO, Capital Analysts Incorporated. “E-Z
Data’s Client Partner Conference provided an opportunity
to learn more about E-Z Data’s robust industry-specific
CRM capabilities and to meet with some excellent vendor
partners that integrate with SmartOffice out-of-the-box.
We are excited about E-Z Data's strong data integration
capabilities that promise to speed delivery of automated
workflows in our advisor portal.”
SmartOffice Development Platform
Among the key topics at this year’s event was the
SmartOffice Development Platform, an API and scripting
tool that makes it easy for client companies and vendor
partners to build powerful new applications that
leverage the SmartOffice database, logic, and user
interface. The platform significantly reduces the time
and cost required to leverage contact data and build
valuable new capabilities such as workflow processes,
new business processing, data analysis/reporting, and
other application interfaces. More than a dozen vendors
demonstrated integrations built using the SmartOffice
Development Platform, and M Financial received E-Z
Data’s 2009 Client Innovation Award for their
forward-thinking approach to application integration
using the SmartOffice Development Platform.
Another SmartOffice Success Story
SmartOffice clients joined panels and offered individual
case studies discussing their use of out-of-the-box
integration tools to expand wealth management
capabilities, the advantages of E-Z Data’s data hosting
services, and leveraging SmartOffice to build
independent advisory practices. Speakers included
representatives from Advanced Trustee Strategists;
Advisor Products; Alan Kaye Insurance Agency; Broadridge/Investigo;
Financial Productivity Group; First Heartland; Futurity
First; Goldberg, Clouse & Edgell, LLC; Knights of
Columbus; Laser App; M Financial; MacLean Financial
Group; MetLife; MoneyGuidePro; and Securian.
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.