Wealth & Finance International - Wealth & Money Management Awards 2016

www.wealthandfinance-intl.com 15 “Wealth Management is at the center of significant changes in the mar- ket currently, and this has been both a challenge and an opportunity for EEI. We know that the democratization of technology has led investors to set a high bar around data availability and analytics. We also know the explosion of FinTech apps using data aggregation has led Finan- cial Institutions to explore more secure and higher-quality data access methods for their account holders. Advisors and clients are demanding improved solutions. In response to these demands, we have built a platform that specifically addresses these needs. EEI provides integrated software and services solutions to enable Financial Advisors and their clients to holistically manage all of their financials including assets held away. Our Trusted Network Platform™ and FS-API™ enable improved security measures and eliminate the bad data acquired through screen scraping.” To effectively meet the needs of its clients, EEI prides itself in being collaborative, outcome-driven, client-focused and innovative with a reputation for quality and creativity. It is this approach which shapes the firm’s internal culture, as Jaimie explains. “At EEI, our focus is firmly on employee engagement because we un- derstand this translates into better client service and improved results. Our experience in delivering solutions is based on industry knowledge and technical skills. These credentials allow us to attract, develop and retain high quality individuals within our company. Overall the firm has had a strong year so far, as Jaimie outlines the company’s exceptional performance and how it is working to capitalise on this. “Over the last 12 months, EEI has focused its efforts on the consum- erization and democratization of technology blended with the deep insights provided through data in order to deliver a richer, more custom- ized and productive set of solutions for Wealth Management firms. Our long history of data expertise has enabled us to provide real value to the Wealth Management sector at a time when they are facing shifting client demographics and profitability challenges. This year we also expanded our Trusted Network Platform™ with the release of our proprietary Financial Services API or FS-API™. Unique to the industry and tailored to Financial Services, the FS-API™ is the first to provide transactional money movement and bill payment between the Financial Institution and their end clients. This advanced API enabled us to become the first company to support OFX 2.2 immediately after its release in April 2016. Utilizing multiple standards including OFX 2.2, we continue to provide enriched data through our leading edge API and Trusted Network Platform ™.” Looking to the future Jaimie expresses optimism as the firm aims to grow and expand in order to meet clients’ ever changing needs and stay one step ahead of the market. “Moving forward, we are executing on our five-year strategy, which artic- ulates an aggressive plan of investment to expand our product offerings, our employee skill base and our client reach. We are also focusing on the power of emerging technologies (e.g augmented and virtual reality). As a thought leader in the industry, it is exciting to continually be at the forefront of financial technology needs. Overall we are excited for the future of our company.”