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Our web-based technology supports front-line sales functions and back-office operations for the financial industry, giving your business the tools and integrated data it needs to be successful. Best of all, we customize and scale our solutions to your specific needs.

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Recent Content

Apr 03, 2017

Managing in Turbulent Times

by Paul A. Werlin

From the Blog

May 04, 2016

Increasing Referrals Made Easy!

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Upcoming Events

March 7, 2017

2017 Annual BISA Convention

Hollywood, Florida

The BISA Annual Convention is the premier gathering of industry players including banks, investment professionals, and technology firms nationwide. March 7th will be the beginning of four days of networking and education opportunities that are oriented toward success. Come visit EAI at booth 20 and take advantage of this great industry opportunity.