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Eze Software Launches Personalized Client Experience

Delivers Dedicated Support, Rapid Response To Client Needs

Boston, May 15, 2018Eze Software, a global provider of investment technology, is launching an upgrade to its buy-side client service experience. Eze is introducing the new experience based on direct client feedback asking for personalized service.

The Personalized Client Experience aligns the client service organization to consistently deliver high-quality, scalable, and personalized support to investment operations using Eze Software. Eze Software’s client service organization has grown to 450 staffers worldwide through the end of 2017.

“As a long-time trusted service provider, we know how important fast, knowledgeable, and personalized support is to our clients. We created a structure that would enable us to achieve a higher level of quality and consistency in how we support and enhance our products, making sure that our organization can scale to meet the needs of more than 2,500 clients worldwide,” said Michael Reddy, Senior Managing Director of Americas Client Service. “Now, we’re taking that service to the next level by ensuring that when clients engage us, they will get a fast, informed response from someone who knows their systems, investment strategies, and business needs inside and out, and can address those needs quickly and efficiently.”

Moving beyond the industry standard helpdesk, Eze Software’s Personalized Client Experience provides an extension of its clients’ operations team with a trading desk environment that combines complimentary, personal service with industry-leading technology. The Personalized Client Experience means:

  • Commitment to Client Success—Clients are assigned a dedicated client success manager that has deep knowledge of the firm’s daily workflows, growth plans and aspirations, enabling the manager to suggest solutions and development plans;
  • Client-Focused Coverage For Product Support — Buy-side clients will be serviced by smaller teams of knowledgeable product support analysts focused on rapidly responding to their specific needs;
  • New Client Experience Center — Visiting clients will have the opportunity to interact with their team, meet with Eze executives, consult with product experts, and learn about the development roadmap for their Eze products;
  • New Online Service Portal — A new service portal will help specialists across functions centrally manage all ongoing requests across a client’s operation, and provide status updates. Within the portal, clients can monitor progress on projects, as well as provide ongoing, documented feedback.

Eze Software will continue its service commitments to sell-side connectivity partners.

About Eze Software

Eze Software is a global leading provider of investment management software solutions designed to optimize operational and investment alpha throughout the entire investment process. Eze Software provides the platform for growth for the entire investment management community, maximizing efficiencies across order management, trade execution & analytics, portfolio analytics & modeling, compliance & regulatory reporting, commission management, and portfolio & investor accounting. For more than 20 years Boston-based Eze Software has been driving innovation in financial technology. Today, Eze Software partners with more than 2,500 buy- and sell-side institutions in 45 countries from their 14 offices worldwide. For more information, visit