ebankIT and Enterprise Engineering Forge North American Partnership

Finovate Best of Show winner ebankIT is working with fellow Finovate alum Enterprise Engineering (EEI) to launch a new omnichannel banking solution geared toward financial institutions in North America in general, and the U.S. in specific.

The collaboration will combine Enterprise Engineering’s experience as an integrator and advisor on digital transformation and open banking with ebankIT’s omnichannel digital banking platform.

“This partnership is an important step on the consolidation of our growth strategy for the North American market, where we already have a significant presence,” ebankIT CEO Renato Oliveira said. “With the change of both operations and customer service models, it is essential for banking organizations to have a flexible and sophisticated solution, capable of bringing a true omnichannel experience, which is exactly the main strength of ebankIT.”

The companies previewed this initiative back in February. The joint venture is geared toward helping banks and credit unions in the U.S. offer full-service banking capabilities, including leading-edge technology solutions, to their customers. EEI and ebankIT are marking this latest development in their relationship with a series of educational, half-day seminars on Open Banking beginning this month in New York City.

“This partnership represents a terrific opportunity for EEI and ebankIT,” EEI founder George Anderson said when the collaboration was announced. “Our product sets are extremely complimentary and are best-in-class in our target markets.” Anderson noted that the partnership will result in “impossibly fast time to market and ROI for our joint customers.”

Founded in 2014 and maintaining offices in Porto, Portugal and London, U.K., ebankIT demonstrated its Digital Concierge 2.0 solution at FinovateEurope earlier this year. The technology unites financial and third party services via open banking integrations and channel analytics to provide relevant and engaging customer journeys.

Enterprise Engineering participated in our developers conference, FinDEVr Silicon Valley, presenting its Trusted Network Platform, an advanced data aggregation and management solution. A WealthManagement.com 2018 Industry Award winner, New York-based Enterprise Engineering was founded in 1995.

Finovate Alumni News

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This post will be updated throughout the day as news and developments emerge. You can also follow all the alumni news headlines on the Finovate Twitter account.

FinDEVr Live: Enterprise Engineering Shows its Data Aggregation & Management Software

joineei.com | @JoinEEI

EEILogoSince 1995, Enterprise Engineering (EEI) has provided strategic technology services such as enterprise data management, data architecture and governance, big data, business intelligence and systems integration. Our software products are proven and trusted by the world’s largest wealth managers (front ending assets under management well in excess of $7 trillion dollars). Therefore, EEI can provide deep expertise and insight delivered through services and software solutions. EEI focuses on the total picture to ensure that all aspects – people, process and technology – are addressed in a holistic manner.

“I want access to my own data and I want it now!”
EEI will be presenting its Trusted Network Platform, which is our advanced data aggregation and management software. The Trusted Network consists of both a core engine and an API. This technology drives innovation across industries, enabling clients to offer leading products and services to the market along with gaining insight from the information available. The initial industry focus is wealth management given EEI’s extensive knowledge in this area and the leverage that consolidated data can provide to wealth managers.

Key takeaways:

  • EEI’s platform provides connectivity and acquisition of data through a direct connection to data sources.
  • EEI’s platform is trustworthy; it addresses risk, accuracy, consistency and timeliness issues and does not utilize screen scraping.
  • The Trusted Network provides a secure platform that harnesses the power of many sources of data to be combined into the power of one consistent source of data.



Jack Cassaro, SVP, Software Products
LinkedIn | jack@joineei.com
Cassaro, a leader in several key financial services technology consortiums, has spent his entire career in fintech. Jack brings extensive experience to EEI. His leadership and innovative approach have driven significant growth in EEI’s data aggregation and intelligence solutions.

Arthur Wasson, SVP, Global Treasury Management, Square 1 Bank
LinkedIn | awasson@square1bank.com
Wasson leads Square 1’s global treasury management products and services, including deposits, treasury services, credit cards, foreign exchange and letters of credit. He is an innovative leader with a successful background in strategic planning, product management and business development.

FinDEVr Preview: Enterprise Engineering Inc.

FinDEVr2015LogoV2DateFinDEVr Previews highlight companies presenting new developer tools, platforms & integrations at the second annual FinDEVr, 6/7 October.

Enterprise Engineering Inc. (EEI) will be presenting its Trusted Network Platform, an advanced data-aggregation and -management software, consisting of both a core engine and an API. This technology drives innovation across industries enabling clients to offer leading products and services to the market, as well as gain insight from the information that is available.


Why it’s a must-see
Experience a unique, trusted data-aggregation platform that powers the client experience and digital intelligence for the top-tier financial firms. The Trusted Network flexibly addresses multichannel, multiprotocol requirements for all financial solutions. Watch as they access this real-time data via direct connect and other traditional channels.

Check out more of today’s Previews:

Finovate Alumni News

On Finovate.com

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This post will be updated throughout the day as news and developments emerge. You can also follow all the alumni news headlines on the Finovate Twitter account.