EAI Information Systems

EAI Information Systems

BEAVERTON, Oregon USA (HQ)

EAI Information Systems is a full-service integrator for Microsoft Dynamics CRM System. 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 works closely with customers to optimize processes, consolidating their solutions for every step from sales to compliance. We offer solution modules such as Commission Processing for Annuities; Compliance; Life and Health Insurance; Mutual Funds and Security. Compliance Trade Surveillance for Independent Broker Dealers and Bank Broker Dealers. Referral Management; RIA Audit; and Compliance AML Surveillance. In addition, we have partnered with industry leaders including Microsoft and IBM to offer CRM and tailored business intelligence solutions. No other company can offer the combination of experience and integration delivered by EAI.

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