Learn more about EAI Information Systems

Data you can depend on. Experience you can trust.

At EAI, our mission is to deliver integrated solutions that create a competitive advantage in customer service, marketing, management, and operational efficiency.  Our web-based technology supports front-line sales functions and back-office operations for the financial industry, giving your business the tools and integrated data it needs to be successful.  Most importantly, we customize and scale our solutions to meet your specific needs.

For more than 20 years, EAI has been focused on this mission.  Our experienced team partners with customers to optimize processes, consolidating their solutions for every step from sales to compliance.  No other company can offer the combination of experience and integration delivered by EAI.

From the start, EAI has been sensitive to the daily pressures of the retail investment world, and to its rapidly changing landscape.  Matt Essieh, president and CEO, founded the company in 1989 to address the growing challenges facing financial institutions as they moved into selling annuities, mutual funds and insurance products.  He saw a need for a simple, reliable infrastructure to help manage these new market opportunities.

Matt created a software system that enabled users to convert a single transaction into an ongoing customer relationship.  This new approach delivered reliable performance and trend data that could be leveraged to boost business.  EAI emerged as a one-stop solution for tracking sales, referrals and commissions, as well as handling compliance and positions reporting.  The value of this integration became even more evident in 1999, when the repeal of the Glass-Steagall Act paved the way for a more competitive environment.

Today, our software can be found on the screens of institutions nationwide, from an independent broker-dealer needing help with data entry, to the $1 trillion regional bank relying on our system to pay its reps using complicated pay scales. EAI has become a trusted partner in their business, and with development of new tools and platforms, our goal is to continue this partnership for years to come.

Recent Articles

Apr 03, 2017

Avoid the Audit Trap (Infographic)

by EAI Contributor