|
E-Z Data
Launches SmartOffice® Online Canada
New offering brings proven web technology
and best practices
to Canadian wealth management advisors and
insurance agencies.
TORONTO, ON, May 15, 2006—E-Z Data,
Inc., a leading provider of front-office systems
for insurance companies, general agents, banks,
investment dealers, agents, and financial
advisors, announced the launch of SmartOffice
Online Canada today at the Office of Tomorrow
Expo (formerly ATX: AdvisorTechExpo).
SmartOffice Online Canada is a dedicated
web-based subscription service for advisors and
distribution organizations that delivers proven
practice and relationship marketing management
technology.
For Canadian advisors looking to automate their
relationship management and marketing processes,
or insurance agencies looking for a
comprehensive back-office solution, SmartOffice
Online is proven with more than 90,000 global
financial advisors to attract new customers and
deliver the level of customer service that will
get them to stay – without the burden or cost of
managing software and servers. The new on-demand
offering is fully hosted in E-Z Data’s secure
data center in Canada and provides users with
significant benefits, including:
- Professional system maintenance and management
- Protection of valuable information assets in a
world-class hosting facility
- Access to data anywhere, any time, using a web
browser and an Internet connection
Already the response has been enthusiastic. “I have
used E-Z Data’s Client Data System for five years and I
am excited about going virtual with the web-based
system,” said Harvey Lawton, President of the Financial
Benefits Group in Edmonton. “It only took one demo to
convince me I had to have SmartOffice Online Canada. I
signed the paperwork immediately to be first in line to
implement it.”
E-Z Data’s launch of SmartOffice Online Canada is
headed by Jim Graddon, a 30-year veteran of the Canadian
financial industry. “Since 1994, my personal focus has
been on learning about and applying technology to
financial relationships within the Canadian insurance
and investment segments,” said Graddon, General Manager,
Canadian Operations, E-Z Data. “I joined E-Z Data
because I was impressed not only with their software,
but also with the company’s commitment and ongoing
viability within the Canadian market. I am pleased to be
introducing this valuable solution to my industry
colleagues.”
"The launch of SmartOffice Online Canada demonstrates
our continuing focus on delivering innovations to the
Canadian market that can help advisors achieve tangible
benefits by leveraging the power of Internet
technology," said Dale Okuno, President and Chief
Executive Officer, E-Z Data. "SmartOffice Online Canada
offers a proven, online solution, coupled with the
specialized workflows, processes, and business
capabilities that are unique to the financial services
industry.”
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
|
