EAI Information Systems
HQ Address
8700 SW Creekside Place, Suite A, Beaverton, OR 97008, United States
Website Address
Business introduction
The only technology you’ll need to consolidate your solutions for every step from sales to compliance
Data you can depend on. Experience you can trust
Our Mission
At EAI, our mission is to deliver integrated solutions that create a competitive advantage in customer service, marketing, management and operational efficiency. 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. Most importantly, we customize and scale our solutions to meet your specific needs.
For more than 20 years, EAI has been focused on this mission. Our experienced team individually works with each client to optimize their processes, streamlining every step — from sales to compliance.
EAI Information Systems Solutions
CRM for Financial Services
In today’s economic climate, many financial services firms are trying to balance constant cost and resource pressures, with the need to differentiate themselves in the marketplace. All at a time when it is easy for competitors to quickly replicate price, product and distribution models. So how do financial services companies......
business needs
view solutionEAI Commission Module
Accounting complexities can cause headaches, but commission miscalculations can cause misunderstandings, erode confidence internally, and deflate the morale of your reps, especially top producers. EAI’s Commission Module permits everyone – you, your reps, and regulators – to have quick, secure access to accurate information no matter how complex your commissioning......
business needs
view solutionEAI Compliance Module
The key to effective, affordable compliance is an efficient workflow that cuts manual, time-consuming paperwork and associated errors down to size. That’s what EAI’s compliance solution offers.With EAI Compliance, your data is recorded quickly, accurately and securely, transaction after transaction....
business needs
view solutionEAI Data Management Vault
EAI provides data management solutions for all your investment-related transactions: Life and Health Insurance, Mutual Funds and Securities, and Annuities. Each stands alone as a complete solution within EAI’s Platinum™ Data Management Vault, but is also pre-configured for seamless operation with the two other signature transaction solutions. The vault interfaces with......
business needs
view solutionEAI Referral Management Module
EAI’s Referral Management Module is a powerful sales management tool that enables both platform and sales personnel to capture and follow up on referral information efficiently. Sophisticated tracking enhances your ability to respond promptly to customers, fulfill their expectations, and convert referrals to investment product sales!...
