Portland, OR, Mach 25, 2022 – EAI Information Systems (“EAI”) is pleased to announce its newest client, McNally Financial Services Corporation (“McNally Financial”). Based in San Antonio, McNally Financial is an independent broker-dealer that provides investment advisory and Texas general-insurance services. EAI will be partnering with McNally Financial to provide compliance, compensation and data-management services.
David McNally, founder and president of McNally Financial, said of the partnership, “Choosing EAI for our software needs was an easy decision. Our CCO had worked with EAI at another firm, and he spoke very highly of EAI’s expertise and service. When we started talking with them, we quickly realized that their system was far superior and was a perfect fit for our needs.” He added, “We’re looking to grow rapidly over the next few years and having solid technology for that expansion is important. The more reliability and efficiency you can offer your reps, the more attractive it is for them to join your firm.”
EAI has more than 20 years of experience helping firms streamline their operations and gain a competitive advantage in customer service, marketing, and management. Their robust suite of software helps financial institutions manage and automate compliance, commissions, and more through a personalized and scalable system.
“We’re excited to be working with a company that understands how important a reliable technology partner is to a firm’s growth. McNally Financial sees the value of automating compliance and compensation activities. Giving current and potential reps more efficient processes, as well as fewer legal problems, will be a big selling point in their growth. We appreciate that they chose EAI to take on this project, and we’re looking forward to growing with their company”, said Kwame Essieh, Chief Operations Officer of EAI.
About McNally Financial Services Corporation
McNally Financial Services Corporation is an investment advisor that provides financial planning and other portfolio-management services for individuals and small businesses. They also offer introducing broker-dealer services, and some advisors are independent representatives serving as brokers or agents.
To learn more about McNally Financial, visit mcnallyfinancial.com or email email@example.com.
About EAI Information Systems
Founded in 1989, EAI’s mission is to help financial institutions navigate the growing challenges of selling annuities, mutual funds and insurance products through a simple, reliable infrastructure. EAI’s technology is known in the industry as the one-stop solution for tracking sales, referrals and commissions, as well as handling compliance and positions reporting.
To learn more about EAI, visit eaiinfosys.com or email firstname.lastname@example.org.