www.wealthandfinance-intl.com 13 Enterprise Engineering, Inc. (EEI) has been the trusted advisor on data to the Financial Industry for over 20 years. We invited Jaimie Anzelone, Head of Marketing, to talk us through the firm, its history and how it has come to achieve its current success. Company: Enterprise Engineering, Inc. (EEI) Name: Jaimie Anzelone Email:
[email protected] Web Address: www.joineei.com Address: 115 Broadway Suite 1705 New York, NY 10006 Telephone: 212-344-2000 Founded in 1995 by George Anderson, EEI has since established itself as a highly reliable and innovative FinTech company. Jaimie discusses the firm’s service offering and how it focuses on exceeding client expec- tations with creative solutions. “EEI combines services and software to meet our clients’ objectives. Our dedicated services team works in partnership with clients to provide strategic and technical assessments; data management, architecture and analytics; engineering of high performance, high availability sys- tems and key centers of excellence in DevOps and Program Manage- ment. As a firm we provide our clients with innovative and intelligent solutions coupled with the credibility of a twenty-year-old business singularly focused on the Financial Industry. As a trusted advisor to the world’s largest and most respected Financial Institutions, our first priority is to support the goals of Financial Advisors and their clients. Our products and services are geared toward delivering real-time information on transactions, positions and holdings. This helps Financial Advisors and clients aggregate their data from across several different firms, enabling them to design the best investment strategy. In software, EEI has the largest enterprise deployment of data access & aggregation platforms. Data is the basic building block for all finan- cial activities. The effective capture of data is a foundational step for reporting and analytics. Intuitive front-ends and business analytics are ineffectual if the underlying data isn’t clean, accurate, reliable, consis- tent and timely. Through EEI’s Trusted Network Platform™, Financial Institutions can support real-time, on-demand access to business, consumer, and investor data, enabling a spectrum of front office and client facing platforms. Our Trusted Network Product Suite™ facilitates data access, aggre- gation, cleansing, enrichment and provisioning for over seventy-five Financial Institutions. We continuously partner with leading edge software companies, enabling our software products to connect major banks, brokerage firms, banking / retirement services providers, credit card providers, tax services firms and bill pay enablers to over 16,000 sources of financial data.” Working in such a competitive industry, differentiation is of vital impor- tance. Jaimie highlights EEI’s client focus and innovative approach as key to setting it apart from the rest. “Here at EEI, we are passionate about driving results through the use of proven processes and extensive industry expertise. We deliver optimal business outcomes by partnering with our clients on their most difficult challenges. We know that while it is easy to thrive in growing markets, it is critical to protect clients’ wealth in difficult markets. Therefore, we believe a consolidated view of all assets across institutions will empower clients, increase Financial Advisor productivity, drive the growth of assets under management and enhance portfolio value. Alongside this, our philosophy has always been to stay ahead of industry trends. We are at the forefront of the market by continually learning and applying that knowledge to build leading-edge solutions that will offer competitive advantages to our customers. Traditional competitors have not been able to deliver the breadth of services, nor the reliability, that EEI can consistently provide, and as such we have set ourselves apart from the rest of the market this way.” Since its inception in 1995, EEI’s primary location has been New York City, a main hub for financial technology. Being within walking distance from Wall Street has enabled the firm to remain connected to its clients. In the last twenty years, New York City has experienced some of the most volatile and challenging times, but EEI has remained a staple in financial data management, and today continues to serve clients and innovate, acting as a bastion for the industry and always remaining at the forefront of emerging industry developments.” Jaimie discusses the recent changes in the Wealth Management market and how the firm is adapting. WM16040