"Is your CRM software working against you and not for you?"

E-Z Data presents the topic of Financial Relationship Marketing (FRM). E-Z Data has decades of experience working in Canadian Financial Services applying technology to streamline advisory interactions.

You will learn about how E-Z Data's SmartOffice web-based platform, the only specialized solution for financial advisors, works out of the box to support your financial relationship marketing practice to help you get, keep, and grow your lifetime advisory relationships. The majority of the session will be devoted to showing you how SmartOffice Online Canada:

• Helps you implement the FRM steps of identify, differentiate, interact, and customize the relationships in your business for success
• Helps you work from anywhere collaborating with your assistants
• Leverages what you know to find new opportunities

The following webinars are currently available in 2008:

October 14 Webinar (Tuesday) at 2:00pm EST [register]

October 28 Webinar (Tuesday) at 2:00pm EST [register]

November 11 Webinar (Tuesday) at 2:00pm EST [register]

November 25 Webinar (Tuesday) at 2:00pm EST [register]

Click here to download the SmartOffice brochure.

To learn about SmartOffice Online Canada, contact Tony Wang at 800-777-9188
or tony@ez-data.com.