Build stronger, more productive customer relationships with EAI’s Account Aggregation feature. It aggregates data from all of your business lines into one system, provides comprehensive customer profiles, and displays demographic information from which you can create targeted sales campaigns for new products or cross-selling.

Account Aggregation allows you to:

• Maintain comprehensive client financial profiles including risk tolerance, investment goals and objectives
• Generate broker, sales rep or agent reminders of anniversary, renewal and annual review dates for policies and accounts
• Link to your institution’s data warehouse
• Create personalized customer mailings based on user-defined criteria

The Account Aggregation feature can be fully integrated with EAI’s processing and sales management modules to optimize the functionality of the EAI Platinum© system.

For more information or to request a demonstration, Contact Us.