Changes in the global financial services industry have been driving the activities of many financial organizations forward.

Financial organizations are facing challenges with on-going pressure due to heavy competition, consolidation, shrinking margins and product commoditization.

To differentiate themselves, financial organizations are increasingly seeking to leverage customer relationship management (CRM) technologies to deliver a personalized experience to both business partners, in-house agents and customers. In addition, financial organizations are struggling to strike a balance between reaching more customers and keeping distribution costs down.

With such a competitive environment in mind, EAB has created a new technological solution which aims to help financial organizations define e-Business requirements and move quickly to create an online presence in order to capture more new business opportunities, enable business partners to make effective selling, improve customer services, etc.

With EAB's proven experience and capability in financial application systems development, especially with many successfully completed insurance and wealth management projects, a number of comprehensive solutions for financial organizations were created based on EAB’s Insurance & Wealth Management Converged Platform.