Financial Services

We get the challenge.

Our clients in financial services and insurance are a diverse group with concerns ranging from markets research to risk management. All are working hard to transform their businesses. The challenge, as always, is to make sense out of mountains of data. The difference today is that the mountains are higher, steeper, and more treacherous to navigate, especially in a hurry.

You're surrounded by sources of valuable knowledge: internal and external, structured and unstructured. Siloed systems and processes that don't talk to each other easily, or maybe at all. Add to that the demands of regulation, security and privacy. If you need an experienced guide to help with your heavy lifting, let's talk.

Health Insurance Provider Streamlines Marketing Content Use and Reuse

EIS developed an omni-channel content marketing strategy, including omni-channel marketing facets, content types, asset types and related metadata schemas, work-in-progress object models and tagging workflow, and future state component authoring recommendations.

Allstate’s Intelligent Agent Reduces Call Center Traffic and Provides Help During Quoting Process

Frustrated business insurance agents struggled with complex online quoting system for new insurance products were overloading call centers looking for help. To solve this problem an integrated context sensitive help system was implemented that knows who you are, where you are, and where in the quote process you are.

Financial Services and Insurance Firm Improves the Quality and Efficiency of Project Contributors

This company’s IT organization needed assistance in designing a role-based knowledge management solution for employee execution. See how EIS helped the IT team develop an information architecture for the SharePoint based solution to meet complex, cross-enterprise business requirements.

“The value that Earley brought was visible from the beginning—helping us to arrive at a consensus and a path forward.”

High-Tech Manufacturer

VP Product Management

“This is awesome, you have exceeded my expectations on what I thought was possible.”

Mike Barton

President, Allstate Business Insurance

“We spent millions upgrading technology …. Looking back, I’d get the taxonomy right from the beginning.”

$8B Scientific Equipment Maker

Chief Marketing Officer

“I can say in the short time I have known EIS they have been a perfect partner and have no doubt our partnership will even get stronger and realize phenomenal outcomes.”

Multinational Industrial Manufacturer

Senior Director, MDM

Free White Paper:

Knowledge is Power: Context-Driven Digital Transformation

There was a time when digital transformation was considered a strategic vision for how organizations evolve from a traditional model of customer engagement to the new digitally enabled and data driven go-to-market paradigm. That time has passed. For most companies, the need to operate as a digital business is now a matter of survival. The choice is a simple - embrace the digital age now and stay competitive or risk becoming irrelevant. In this white paper we outline the critical importance of developing a context-aware information infrastructure for your enterprise.

We are information architects for the digital age

We get the challenge.

Featured Case Studies

Health Insurance Provider Streamlines Marketing Content Use and Reuse

Allstate’s Intelligent Agent Reduces Call Center Traffic and Provides Help During Quoting Process

Financial Services and Insurance Firm Improves the Quality and Efficiency of Project Contributors

Effecting digital transformation for more than 100 brands

What Our Customers Are Saying

High-Tech Manufacturer

Mike Barton

$8B Scientific Equipment Maker

Multinational Industrial Manufacturer

Free White Paper:

Knowledge is Power: Context-Driven Digital Transformation

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