Top Names in Financial Services are in the Desert to Talk CRM

Annual conference begins this week for customers of E-Z Data's popular CRM solution for Insurance and Financial Services

LAS VEGAS, NV.—January 17, 2002—E-Z Data, Inc. the industry's leading provider of highly tailored CRM solutions for Insurance and Financial Services, announced the kick-off of their annual corporate users group meeting in Las Vegas, Nevada this week. They will be unveiling the latest release of their Web-based Enterprise CRM Platform (ECP) for Financial Services. The conference was originally scheduled for September 20, 2001 but was postponed due to the events of September 11th.

E-Z Data provides CRM solutions specifically tailored to the needs of financial services companies. With over 75,000 seats of their CRM products in use by insurance carriers, their agents/dealers as well as companies providing financial advisor services, E-Z Data is the top vertically focused CRM solution on the market.

"Prudential Financial has been using E-Z Data since 1995 and it is the top productivity tool on our agents' desktop," said Christine Ludwig, Vice President, Information Systems at Prudential Financial. "We look forward to the customer conference each year to learn more about upcoming products, best practices and to compare notes with other E-Z Data customers. We are especially excited to see the latest release of their Web based Enterprise CRM Platform."

"We have been fortunate to have a loyal following over the years," explains E-Z Data CEO Dale Okuno. "This conference is a wonderful opportunity to express our appreciation and to demonstrate how hard our team has worked over the past year on behalf of our customers. The products we are unveiling this week amount to a complete overhaul of our platform to support 100 percent web-based deployments. With the financial services industry changing so radically over the last few years, this is the next-generation platform our customers need."

Designed specifically for financial services companies, E-Z Data's Enterprise CRM Platform (ECP) is the industry's leading web-based CRM solution. With productivity tools specifically designed for Home Office management, wholesalers, agency managers, advisors and the call center, E-Z Data is unparalleled in its focus on this vertical market. ECP comes with "out-of-the-box" functionality like contact management, policy, investment and group benefits tracking, 3rd party data feeds, sales activity tracking, pending case management and so much more. The whole solution sits on a common platform that is scalable and extensible. It is designed to integrate easily within legacy environments and is maintained with ease.

ABOUT E-Z DATA

Established in 1986, E-Z Data, Inc. is a leading provider of front office systems for insurance companies, broker-dealers, general agents, agents, and investment advisors. Its Web based Enterprise CRM Platform (ECP) provides a comprehensive platform for synchronizing the efforts of all the key players in sales, marketing, and customer service. The company's clients include approximately 30 of the largest U.S. and international insurance and financial services companies including American Express Financial Advisors, AXA Australia, Mutual of Omaha, ING, New York Life, Prudential and Wachovia Bank. E-Z Data's domain expertise, coupled with mature industry specific business components, results in consistently successful customer implementations. More information can be found at www.ez-data.com.

ABOUT PRUDENTIAL FINANCIAL

Prudential Financial companies, with approximately $564.2 billion in total assets under management and administration as of September 30, 2001, serve individual and institutional customers worldwide and include The Prudential Insurance Company of America, one of the largest life insurance companies in the U.S. These companies offer a variety of products and services, including life insurance, property and casualty insurance, mutual funds, annuities, pension and retirement related services and administration, asset management, securities brokerage, banking and trust services, real estate brokerage franchises and relocation services. For more information, visit www.prudential.com.

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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