N America News May 2017

138 NORTH AMERICA NEWS / MAY 2017 , Enterprise Engineering, Inc (EEI) is amarket leading software and IT consulting services firm which serves many of the world’s largest financial institutions and premier wealthmanagers. We interviewed Jaimie Anzelone, Business Manager, who talks about the drivers of EEI’s success. Software-Driven Edge Industry leader Founded in 1995, EEI has gained an exceptional reputation for quality, innovation and creativity, coupled with a successful track record of implementation. We are currently an industry-leading provider of: • Data integration solutions: EEI’s software product suite provides access to over $7 trillion in AUM for 7 of the top 10 wealth managers. • Secure, reliable, direct access to all client financial data – EEI is the first For the first time, front-end applications also have access to authorized client financial data and can seamlessly integrate to any third-party. This eliminates the problems and reduces the costs associated with screen scraping. Responsive to clients’ evolving needs We believe EEI’s on-going success can be attributed to our unparalleled customer focus, comprehensive resources and in-depth industry knowledge. Our corporate mantra is, ‘If you’re not moving ahead, you’re falling behind!” Financial services is a highly dynamic sector. We always strive to stay ahead of industry trends and aligned with clients’ needs. Wealth Management Wealth Management is at the center of significant changes. Investors are focused on risk mitigation while still expecting improved returns. Successful advisors are providing clients with goal-based advice – a model disrupting the traditional approach. The substantial transfer of assets to millennials and women combined with the democratization of technology have led investors to set a high bar around data availability and analytics. This means advisors and clients are demanding improved solutions. • We provide integrated software & services solutions to enable Financial Advisors and their clients to manage their financials, including assets held away. Banking & Brokerage The digital disruption created by social media, mobile devices, big data and cloud services has rippled through the banks. Banks are continuing to focus on client portals, improved client access to data and multi-channel connectivity to retain and grow their client base. Firms that do not continue to invest in digital technologies, will be disrupted by newer firms not hampered by legacy platforms. Enabling clients to take control of managing their financials is a significant aspect of a bank’s competitive offerings. • EEI provides banks and their clients with accurate, timely, and secure automated access to their financial information. The complexity of tax regulations continues to increase. The Affordable Care Act and its multi- year rollout have exacerbated corporate reporting requirements with additional data and escalating penalties. The data required to meet IRS regulations is often distributed across multiple systems; companies are mandated to comply at an ever-increasing level of expense with no revenue benefit. The tax challenges are real. However, there are key initiatives that can address these areas. • EEI’s Tax Navigator streamlines tax reporting for the Enterprise and enables companies to effectively comply with the changing demands of tax reporting. Award-winning solutions From 2014 through 2016, EEI’s solutions have been recognized through numerous awards including “Excellence in Wealth Management” and “Financial Software Solutions Provider of the Year – USA” from Corporate Livewire, “Best Financial Services Software Developers” from Technology Innovator Awards, “Most Innovative in Wealth Management” from Wealth and Finance International, and several others. Most recently, Wealth & Finance Magazine named EEI “Most Innovative Asset Aggregation Solution” for our Trusted Network Platform™. Key differentiators Innovation - We continue to invest R&D dollars to drive solutions for our clients and will shortly be rolling out new software products and cloud-based solutions. We continuously learn from our customers and apply that knowledge to build leading-edge solutions that offer competitive advantages to our customers. Flexibility - We always tailor our engagement to the client’s need. Whether you need a single expert to augment an existing project, a fully staffed 24/7 operation or a complete rollout team, our dedicated team can help. Service - At EEI, you have the support of our whole organization. Our experienced, dedicated account managers work with clients to ensure their needs are being met, while our professionals work inside your organization. Value - Our experts understand both system infrastructure and applications. We help reconfigure existing environments to reduce costs by minimizing problem resolution time, increasing utilization and improving end-to- end performance. Company: Enterprise Engineering, Inc. Name: Jaimie Anzelone Email: [email protected] Web Address: www.joineei.com Address: 115 Broadway, Suite 1705, New York, 10006, USA Telephone: +1 646 421 2171 1701CA72

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