Our Mission

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 individually works with each client to optimize their processes, streamlining every step — from sales to compliance.

History

From the start, EAI has been sensitive to the daily pressures of the retail investment world and 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 to help businesses convert a single transaction into an ongoing client relationship. EAI’s innovative approach soon emerged as the go-to source for both reliable performance and trend data to boost business.

Over the next few years, EAI’s technology quickly became known in the industry as the 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 a $1 trillion regional bank relying on our system to pay its reps using complicated pay scales. EAI has become a trusted partner in our clients’ business — and with the continued development of new tools and platforms, our goal is to continue our partnerships for years to come.