 |
Dr. Ron Caskey,
PhD.
| Series 6, Series 63 |
"People are my
business. SmartOffice is a gold-plated
system that helps me keep my face in front of
every client
to save time & money." |
 |
Phil Putney
| Advanced Financial Solutions |
"SmartOffice is the
most intuitive, user-friendly
system I’ve found for managing my advisory practice." |
 |
Earle W. Henn,
Jr.
| Key Executive & Employee Plans,
Inc. |
"E-Z Data delivers a
time-tested CRM solution,
plus a proven commitment to the business and
the needs of their customers." |
 |
Nancy S. High
| NSH Retirement Strategies |
"I love the combination
of SmartOffice, Albridge, and
Laser App. Together they give me all the tools I need to
run my business." |
 |
Steve Caldara
| The Caldara Company |
"SmartOffice makes me a
major league player.
The differences between SmartOffice and other
systems are enormous." |
 |
Greg Patterson
| Advisors Financial Group, Inc. |
"SmartOffice helps me
sleep better at night knowing
that every piece of client history is at my fingertips." |
 |
Harriet Hall
| Mammini Company |
"SmartOffice makes it
possible for me to deliver
full-time results on a part-time schedule." |
 |
Lisa A. Allen
| Partner/Co-Founder,
PlanningWork$ |
"SmartOffice has
evolved into a powerful financial services
tool that makes us more efficient, accountable, and compliant." |
 |
Scott D. Bye
| Owner & Financial Consultant,
SDB Sports Management |
"My clients – primarily
professional athletes – demand personalized
service.
With SmartOffice, I can deliver top quality service and manage the
diversity
of products required to meet my clients’ constantly changing needs." |
 |
Rhona Costa
| Royalton Financial Group |
"After using
SmartOffice for more than a year,
we continue to be surprised by all it can do." |
 |
Gary Schwartz
| President & CEO, Madison
Planning Group |
"SmartOffice makes it
easy for us to stay
in top of mind with every one of our clients." |
 |
Erin Lee
| Vice President, CPS Insurance
Services |
"SmartOffice covers all
the bases. For the agency and our
advisors, it saves time, speeds processes, and drives sales." |
 |
Richard C.
Clouse, Jr.
| CRPS, AIF |
"SmartOffice makes it
easy to build stronger relationships by helping
me
keep track of my clients." |
 |
Seneco & Associates,
Inc.
Frank W. Seneco
| President, Seneco & Associates,
Principal, First Financial Resources |
"A powerful system geared
specifically for financial services professionals,
SmartOffice will keep you organized, in touch, and
on track—all to increase
your production." |
 |
Alan Kaye
Insurance Agency
Alan Kaye
| Principal, Barry Kaye
Associates |
"The ability to access
all of our data and share it among ourselves
using
SmartOffice has been a godsend." |
 |
Foord, Van Bruggen,
Ebersole & Pajak
Chuck Ebersole CFP, ChFC,
CLU | Co-founder and Partner,
32-year member MDRT |
"The organizational capabilities
of SmartOffice are phenomenal…you’ll impress
the heck out of people by doing what you say when
you say – every time." |
 |
MacLean
Financial Group
Hawley MacLean
| President & Owner |
"When it comes to
financial services CRM, E-Z Data
does it better than anyone else out there." |
 |
J-MAR Associates
Insurance Services
Marc Jacoby
| President & Owner, J-Mar Associates
Insurance Services |
"SmartOffice gave us the
functionality we needed from a vendor
we knew we could trust." |
 |
Advanced
Trustee Strategists
Sandeep Varma
| President & Owner |
"SmartOffice has been a
great tool for helping us
monitor every prospect that comes out of our
seminars." |
|
|
Brett
Wackenhut
Financial Advisor
| Fusion Financial Management |
"No other CRM system
can even compare to SmartOffice.
Built specifically for advisors, it’s the best CRM system I’ve seen." |
 |
BRAMCO
Christopher Soniat
| Director of Marketing |
|
|
"SmartOffice supports
multiple usage models, enabling us to use the
solution for our own needs in dealing with the
carriers, while giving our member agencies
proven marketing and contact management tools to
help them build better relationships with their
customers." |
 |
Humana
MarketPOINT
Terry Overstreet
| Director of Agency Operations |
|
"Everyone at E-Z Data
has been wonderful to work with; they’ve been
responsive,
and they’ve helped us get over the inevitable
hurdles of the project." |
 |
Intermountain
Financial
Institutional Services
Todd Kim
| President |
|
|
"SmartOffice Online is
a cost-effective and easy way for our advisors
to stay on top of it all and to get more chances
at the bat." |
 |
Securian
Financial Network
Mary Anne Smith
| Director of Individual Business
Technology |
|
|
"We have found the E-Z
Data team to be good partners and creative in
identifying solutions to everything we threw
their way." |
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