#1 in North America
- Market share equal to our next three competitors combined*
- Over 20 years of successful deployments to firms of all sizes – from 1 to 15,000 users
- Solutions for insurance, banks, brokerage, and financial services
- In total, over 250,000 sales professionals use our software
*Aite Group Report "Evaluating Wealth Management Platforms", Sep 2010
-
Increase sales and get more clients
- 34% of our users sell 3 or more products per analysis/plan*
- 40% of prospects who use the web self-service needs analysis tool request an advisor follow-up
- 45% of our users get at least 1 to 2 referrals from each analysis/plan*
*2010 EISI Customer Survey
