Serving the financial services
industry since 1986

E-Z Data began developing solutions to support agents and advisors more than 20 years ago. Our goal: to help industry professionals better leverage vital client information in a new way. With its very first solutions, E-Z Data pushed the envelope of contact management to include customer service and policy and investment tracking – all from a financial services industry perspective.

A strong and growing client base More than 50 of the largest financial services companies rely on E-Z Data solutions today, including:
Carriers:
Anshin Life Guardian Life Humana MarketPOINT Knights of Columbus MetLife New York Life Prudential (USA) Securian (Financial) Sun Life Financial
Broker-Dealers, BGAs, and Banks:
AIG Broker Dealers BRAMCO CPS Insurance HSBC LifeMark Partners M Financial National Financial Partners US Bancorp VSR (endorsement) Wachovia
[Click here] for a Client Success story

Over the years, our solutions have evolved greatly, helping the industry leverage new technologies to support considerable shifts in the business needs of our users. E-Z Data solutions cover the full spectrum of financial services distribution – including insurance companies, general agents, banks, investment dealers, agents, and financial advisors.

In use by more than half of the top 20 Fortune 500^® Life companies and more than 100,000 professionals worldwide,
E-Z Data solutions are now considered
the industry standard for agency management, practice management,
and enterprise CRM.

With management and support teams that offer unprecedented longevity in the business, highly proven solutions, and offices around the globe, E-Z Data continues to strive toward our mission: delivering outstanding solutions that address the specialized needs of financial services professionals worldwide to help drive operational efficiencies, boost revenues, and support exceptional client service.
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