A COMPLETE SOLUTION FOR TYING TOGETHER CLIENT DATE, COMPLIANCE, AND AGENT PERFORMANCE
Performance
Track, compare, and analyze performance and production across your enterprise.
Sales
Align clients with the best products and opportunities.
Business Management
Streamline manual processes, error tracking, and data entry.
Technology specifically designed to help you run your business efficiently and effectively
Your business has a lot of information to keep track of: accounts and investments, client and project alignment opportunities, advisor goals and sales, multiple compliance pieces, and overall performance in key areas. By integrating EAI’s Data Management solution, you can compile all your important data — freeing up you and your team’s time for more important tasks.
EAI’s Data Management Vault works seamlessly with not only your in-house systems, but also most clearing houses and financial firms. Data Management complements EAI’s other modules perfectly, bringing together everything you need for a complete picture of your business’s performance.
Quickly see reports on advisor performance, product sales, financial targets, missing or incorrect data, important dates and more. By tracking and monitoring advisor sales and performance against goals, you can ensure you are retaining the highest-quality representatives for your business.
Our products work with any data source, including proprietary. We also partner with a broad variety of clearing houses and investment providers, including National Financial Services, Pershing, DTCC, LPL,DAZL, FINRA WebCRD and many more.
A COMPREHENSIVE PICTURE OF YOUR BUSINESS
AGENT AND BRANCH PERFORMANCE
- Monitor referrals by agent or branch and tie them to specific goals.
- Track and compare performance and production by branch, agent, or company.
- Import and manage your company hierarchy.
CLIENT SALES
- Quickly identify high-value clients for targeted offers.
- Uncover cross-sell opportunities and client purchasing trends.
- Track sales activities in real-time to find key trends or gaps.
BUSINESS MANAGEMENT
- Easily identify errors, expected revenue, broker and branch information, and much more.
- Review and manage all your lines of business in a single application.
- Aggregate and analyze balance and position information for all active accounts.
- Virtually eliminate manual data entry.
INFORMATION AT YOUR FINGERTIPS
"When management needs information on short notice, EAI’s system let us respond quickly with ad hoc reports that aren’t available with our other systems."
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