ByAllAccounts Partners With Ebix CRM
Updated · Jun 03, 2010
ByAllAccounts, Inc., and Ebix CRM have announced a new partnership that will bring new functionality to Ebix CRM customers in the the insurance and financial services industry. As stated in this Market Wire press release, the two companies will collaborate to incorporate advanced account aggregation within SmartOffice Premier Edition.
“SmartOffice Premier Edition enables growing firms to manage multiple lines of business and a large number of clients from anywhere, anytime — all while increasing the personal level of service that clients expect from their most trusted financial advisor. An easy-to-use, industry-specific financial advisor software solution, SmartOffice ties together the diverse pieces of a business — people, process, and systems.
“By adding account aggregation to SmartOffice Premier Edition, ByAlllAccounts and Ebix CRM will significantly advance their shared promise: to provide customers with solutions that enable them to do business faster and establish and maintain stronger client relationships that lead to more business over time.”
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