E-Z Data, a provider of customer relationship management (CRM) and practice management solutions for the financial services industry, concluded its 13th annual client partner conference at the Rio Hotel in Las Vegas on Friday, March 6. More than 50 organizations were in attendance, including E-Z Data clients and integration partners. The three-day event served as a forum for users of E-Z Data's SmartOffice solution to explore new innovations in wealth management, share success stories and best practices, collaborate face-to-face with the E-Z Data team and generate ideas that can be directly applied to their financial services businesses, the company reports."Capital Analysts has found that SmartOffice, paired with our own innovations, has allowed us to deliver a dynamic advisor portal that is the foundation of our unique business-to-business model," said Matt Lynch, president and CEO, Capital Analysts Inc. "E-Z Data's client partner conference provided an opportunity to learn more about E-Z Data's robust industry-specific CRM capabilities and to meet with some excellent vendor partners that integrate with SmartOffice out-of-the-box. We are excited about E-Z Data's strong data integration capabilities that promise to speed delivery of automated workflows in our advisor portal."Among the key topics at this year's event was the SmartOffice Development Platform, an API and scripting tool that makes it easy for client companies and vendor partners to build powerful new applications that leverage the SmartOffice database, logic and user interface. The platform is designed to reduce the time and cost required to leverage contact data and build new capabilities such as workflow processes, new business processing, data analysis/reporting and other application interfaces.SmartOffice clients joined panels and offered individual case studies discussing their use of out-of-the-box integration tools to expand wealth management capabilities, the advantages of E-Z Data's data hosting services, and leveraging SmartOffice to build independent advisory practices.
