{"id":1879,"date":"2021-04-20T13:23:23","date_gmt":"2021-04-20T13:23:23","guid":{"rendered":"https:\/\/ifpartners.com\/?p=1879"},"modified":"2023-05-24T19:38:39","modified_gmt":"2023-05-24T19:38:39","slug":"ifp-partners-with-eai-information-systems","status":"publish","type":"post","link":"https:\/\/ifp.ifpstage.com\/bd3stage\/ifp-partners-with-eai-information-systems\/","title":{"rendered":"IFP Partners with EAI Information Systems"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Tampa, FL, April 20, 2020 \u2013 Independent Financial Partners (IFP) is happy to announce it signed a contract with EAI Information Systems (\u201cEAI\u201d) to provide sharp surveillance tools to augment its transaction and account supervisory activities.&nbsp; Such tools are expected to enhance IFP\u2019s operational efficiency and supervisory oversight.&nbsp;&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">EAI&nbsp;created a software system that enabled users to convert a single transaction into an ongoing customer relationship.&nbsp; This approach delivers reliable performance and trend data that may also be leveraged to boost business.&nbsp; EAI emerged as a one-stop solution for tracking sales, referrals and commissions, as well as handling compliance and positions reporting.&nbsp;As part of its integrated solutions, EAI will also provide IFP CRM tools, with optionality to subscribe to reporting on commission\/Rep productivity, and will&nbsp;integrate&nbsp;with IFP\u2019s data warehouse that houses the transaction data from the various clearing platforms utilized by IFP, including data from Pershing, Schwab\/TD. Fidelity and SEI.&nbsp;&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For information on EAI may found here:&nbsp;<a href=\"http:\/\/www.eaiinfosys.com\/Company\">http:\/\/www.eaiinfosys.com\/Company<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Tampa, FL, April 20, 2020 \u2013 Independent Financial Partners (IFP) is happy to announce it signed a contract with EAI Information Systems (\u201cEAI\u201d) to provide sharp surveillance tools to augment its transaction and account supervisory activities.&nbsp; Such tools are expected to enhance IFP\u2019s operational efficiency and supervisory oversight.&nbsp;&nbsp; EAI&nbsp;created a software system that enabled users [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":7827,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","_mi_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[22],"tags":[],"class_list":["post-1879","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-compliance"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.8 - 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