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Morgan Kenwood Receives Grand
Prize in
E-Z Data’s Dynamic Report Contest
The Bullfinch Group is Named Runner Up
PASADENA, CA, August 23, 2005—E-Z Data,
Inc., a leading provider of front-office systems
for insurance companies, broker-dealers, general
agents, agents, and investment advisors, today
announced that Morgan Kenwood (Greendale, WI)
was named the Grand Prize Winner of E-Z Data’s
2005 Dynamic Report™ Contest. E-Z Data created
the award to recognize its clients for their
innovative use of Dynamic Reports within the
company’s Windows®-based Client Data System®
solution. Morgan Kenwood took the prize with its
‘New Potential Clients Report’ submitted by Jane
Schliz in the office of Lee Barzack. The
Bullfinch Group was named the Runner Up for the
‘Grandchildren for Insurance Report’ submitted
by Denise Wahl in the office of Barry Zimmerman.
Client Data System (CDS) is a practice and
agency management application designed to
address the specialized requirements of
insurance agents and financial advisors. To
further support the business needs of each
client organization, the solution facilitates
fast, easy creation of Dynamic Reports – custom
reports that are created by the user to leverage
existing client data for a specific and unique
need.
Investment firm Morgan Kenwood holds seven
seminars each year on topics such as retirement
and estate planning. Jane Schliz of Lee
Barzack’s office has created a ‘New Potential
Client’ report. The report is designed to help
the president, owner, or management of a firm to
track the status of potential clients who have
attended a seminar. The report makes it easy to
track follow-up activities for each prospect, as
well as determine which prospects who came into
the system via referral, walk-in, or other
method have attended a seminar or other
marketing event. The report also identifies
clients who have made numerous referrals, giving
advisors the information they need to identify
centers of influence and thank their loyal
clients.
“This report is integral to the sales process at
Morgan Kenwood,” says Schliz. “It gives us the
ability to easily track the effectiveness of
seminars and sales staff, and it helps us
identify the workflow in the office and what it
takes to get a client on board. By customizing
these fields, we’ve been able to facilitate our
business processes and really integrate CDS at
every level of our business.”
Denise Wahl of The Bullfinch Group took the
honor of Runner Up with the ‘Grandchildren for
Insurance’ report. The report includes a filter
that identifies all grandchildren of a given
contact. “The ‘Grandchildren for Insurance’
report, along with others we’ve developed, has
helped open up lots of new marketing
opportunities,” says Wahl. She stresses that E-Z
Data’s support team has been invaluable in
helping the office take full advantage of all
CDS has to offer. “We use CDS in every aspect of
our business now. I live by it!”
Both winning Dynamic Reports are available for
download to existing Client Data System clients
via the online CDS Training and Support Center.
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. Contacts:
CaroleAnne Hardy
E-Z Data, Inc.
caroleanne@ez-data.com
626-585-3505
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