• Mission/Philosophy
• Company History
• Matt Essieh - President/CEO
• News
• Employment Opportunities
• Conferences

EAI Information Systems is a company of experienced financial services and technology professionals.  We work in a collegial environment to create systems integration solutions for broker-dealers, banks and insurance organizations with retail investment programs.

As an industry leader, our goal is to provide our customers with excellent products and services, and our employees with a work environment that offers the opportunity for professional growth and challenge.  That may be one of the reasons we have many long-standing employees.  Another is our competitive salary and benefits packages.

EAI is committed to a diverse work environment.  We are proud to be an Equal Opportunity/Affirmative Action employer.

Mission/Philosophy

EAI’s mission: To support retail investment and insurance programs with technology solutions that provide a competitive advantage in customer service, marketing, management and operational efficiency.

We understand and appreciate the daily pressures of the retail investments competitive environment. As your long-term partner, we commit to providing the expertise and individualized attention you need to manage your business effectively and harness your customer base for exceptional growth.

Company History

A company of experienced financial services and technology professionals, Portland, Oregon-based EAI was founded in 1989 by Matt Essieh.

Matt understood the challenges facing financial institutions who had moved into selling annuities, mutual funds and insurance products without having the infrastructure to efficiently manage this new market opportunity. They had no systematic way to convert a single investment product transaction into an ongoing customer relationship, or to easily track the performance of products they sold. They lacked the systems to analyze sales or manage referrals, track commissions, handle compliance reporting and other critical functions associated with the sale of nonproprietary products.

Matt and his management team developed a robust software solution to support both the front office and back office needs of financial institutions selling a variety of products. When the 1999 repeal of the Glass-Steagall Act paved the way for a more competitive environment, financial service companies really began to appreciate the value of EAI’s Platinum© system.

The financial services industry has become even more competitive and the regulatory environment more challenging. EAI continues to create software solutions to help companies better serve their customers, cross-sell more products, meet new privacy and compliance requirements, and make better informed decisions about managing their retail investment sales programs.

Today, EAI Information Systems supports financial institutions with assets ranging from $1 billion to $1 trillion. Some of the nation’s leading retail banks, broker-dealers, investment firms and insurance companies have turned to EAI for solutions that will give them a competitive advantage. See Clients.

Matt Essieh - President, CEO

Matt Essieh is President and Chief Executive Officer of EAI Information Systems. He and his company have been pioneers in developing and customizing software solutions to help financial service firms manage their retail investment programs for greater efficiency and profitability.

Since founding EAI in 1989, Matt has worked with some of the nation’s leading regional and national banks and broker-dealer organizations, applying technology to achieve systems integration that streamlines back office operations and enhances sales effectiveness. EAI’s reputation for excellence in its products and services is a direct result of Matt’s personal commitment to the values of honesty, integrity and responsiveness to customers.

Matt’s career in banking, technology and financial services spans nearly two decades. Prior to founding EAI, he was Chief Financial Officer of Westmark, Inc., a third-party financial services firm serving the banking industry.

Prior to joining Westmark, he spent four years at Washington Federal Savings Bank in Oregon, where he was responsible for applying the early PC technology to automating the accounting and retail banking departments.

Matt is active in a number of industry and public service organizations, and has been a speaker and writer on banking technology or industry organizations. He is a founding board member of Pinnacle Bank and a former board member of Oregon Episcopal School. Matt holds a Bachelor’s degree and a Master’s in Business Administration from Southern Oregon University.

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