News

E-Z Data and StatementOne Partner to Deliver “Best of Breed” Solutions to Financial Services Industry...

January 25, 2002

LAWRENCEVILLE, NJ — StatementOne, the industry leader in enterprise financial data consolidation and performance reporting announced today that it has formed a strategic alliance with E-Z Data. Their combined efforts will incorporate the E-Z Data Enterprise CRM Platform's data management capabilities in tracking client and investment information, by enabling users to integrate data collected via StatementOne's sophisticated data consolidation system.

One of the first beneficiaries of this new alliance is ING, who is converting to E-Z Data's web-based Enterprise CRM Platform (ECP). "E-Z Data's willingness to partner with us is helping us reach our objectives," says ING Producer and Field Services Director, Chris Eberly. "Our objective is to provide a comprehensive financial view with minimal cost and time commitment on the part of our advisors. Financial Advisors will be able to access StatementOne's consolidated investment data and performance reporting information through E-Z Data's front office CRM application. We are excited about what this brings to the advisor."

This new alliance capitalizes on the strengths of both firms," explained Dale Okuno, CLU, president of E-Z Data, Inc. "StatementOne is the leader in sophisticated account consolidation and performance reporting and E-Z Data has the industry-leading front office system specifically designed to increase the marketing, sales and customer servicing capabilities of insurance agents, investment advisors, distributors and the companies they represent."

Greg Pacholski, StatementOne's president and chief operating officer, added "Partnering with E-Z Data will enable us to clearly demonstrate the power of the consolidated database that we've developed for ING. They will now be able to automatically populate — and maintain — their CRM system with extremely accurate, detailed and current information about purchasers of their products. To an enterprise like ING, the cost-savings alone are very significant!"

About EZ-Data...

Established in 1986, Pasadena, CA-based E-Z Data, Inc. is the leading provider of front office systems for insurance companies, broker-dealers, general agents, OSJs, and investment advisors. Its web-based Enterprise CRM Platform (ECP) provides a comprehensive solution 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.

For more information about E-Z Data, visit their website at http://www.ez-data.com.

About StatementOne...

StatementOne consolidates data for financial institutions and other enterprises, collecting transaction- level data sets from both legacy systems and external custodians, utilizing direct data feeds. They currently manage account data for over $80 billion (U.S.) in assets, representing more than 18,000 financial advisors and over 1,500,000 investors and 3,500,000 individual accounts. They provide a secure, web-based, turnkey service which delivers securities account aggregation, consolidated statements and performance reporting to branch managers, registered representatives and their clients (investors). Their proprietary software cleans, organizes and reconciles the data, producing a consolidated, unified data structure, with virtually no manual intervention. This scalable database is also used to feed critical, best-of-breed applications for use in business planning, analytics and CRM. Their clients include broker dealers in the ING Advisors Network, the SunAmerica network, ING Aetna Financial Services, Cambridge Investment Research and CalFed Bank.

For more information contact StatementOne at marketing@statementone.com.