Cambridge, Mass., September 15, 2003 - Endeca, the only provider of Guided Navigation and advanced search solutions, today announced that Quick and Reilly, a FleetBoston Financial Company, has selected Endeca with advanced search and Guided Navigation to enhance the brokerage firm's customers and prospects ability to access and discover a wide variety of financial data, financial planning, and product and services information as part of their online offerings.
Quick & Reilly prides itself on quick response to, and empowerment of, its customers so they can make informed, sound financial and investment decisions. Endeca will allow Quick & Reilly customers and prospects the ability to search and navigate a vast document repository offered by the company, and serve as an education and research tool to better inform and prepare customers and investors.
"At Quick and Reilly, we pride ourselves on the long heritage we have in the financial services industry and our ability to make investing and financial planning efficient, understandable and convenient for our clients," said Mike Quinn, Managing Director of PFS Online Investment Platforms. "Endeca with Guided Navigation is a new, innovative way to leverage our know-how and provide the easiest and most intuitive access to our financial and investment information. By providing a better overall search experience, Endeca will make it easy for our clients to find the information they are looking for and further make them aware of the breadth of our product offering. Endeca will also complement our commitment to 'complete, 24x7 service' and help us achieve our aggressive customer satisfaction and service goals."
Quick and Reilly will use the Endeca solution to classify and categorize financial documents and information so it is easy for users to locate documents of particular interest and relevance. With Endeca Search and Guided Navigation, users will be able to search by keyword and then refine various categories of documents pertaining to their query. If they do not know exactly what they are looking for, they can start their refinement using the category headings to discover documents that are relevant to a variety of investment options, goals and services. Quick and Reilly will also use Endeca to limit or grant access to various types of users depending on their status as prospects or clients.
"The addition of Quick & Reilly to the growing list of financial services companies who have turned to Endeca for help with their information access and delivery challenges is proof of the powerful combination of search and navigation that Endeca delivers," said Jim Baum, President and COO of Endeca. "With the help of Guided Navigation, financial document repositories that used to be off limits or impossible to search accurately for a majority of users will now be opened up and accessible, giving Quick & Reilly the ability to deliver flexible and superior service to its clients."
Endeca's Guided Navigation with advanced search solutions help businesses across a variety of sectors including retail, financial services, manufacturing, information publishing and business-to-business with applications that address the information overload problems associated with content, catalog and enterprise information access and retrieval. Endeca solutions are built on innovative technology that makes it possible for the first time to offer Guided Navigation and advanced search on structured and unstructured information with high performance, and low total cost of ownership, even at massive scale.
About Endeca
Endeca offers innovative advanced search and Guided Navigation information delivery solutions for companies who need to integrate, discover, and navigate enterprise data to solve the business problems associated with information overload. Endeca technology is already at work for leading retail, financial services and business-to-business companies like Barnes & Noble, Putnam Investments, and Arrow Electronics. Endeca solutions empower users to explore and discover relevant relationships in data and find accurate and precise results with unprecedented speed. Patent-pending algorithms provide a scalable, Web-based infrastructure for data exploration, leading to highly relevant and meaningful search results every time. This technology can be applied across a wide-range of enterprise and customer applications including Customer Relationship Management (CRM) analytics, catalogs, directories, search and portal integration. Endeca is a privately held company headquartered in Cambridge, MA and is backed by leading venture capital firms including Ampersand Ventures, Bessemer Venture Partners and Venrock Associates. Endeca is an IBM Advanced Business Partner and is a preferred provider of IBM’s WebSphere Commerce Group. For more information, please visit www.endeca.com or email us at info@endeca.com.
About Quick & Reilly
Founded in 1974, Quick & Reilly Provides unbiased advice and guidance to independent investors. Quick & Reilly is one of the nation's largest brokerage firms, offering access to a nationwide network of Financial Consultants, 24-hour, 7-day access to account and trading capabilities through a top-rated Internet brokerage site, www.quickandreilly.com and via www.fleet.com; Easy Trade® Touch-Tone Telephone Trading; and its Client Resource Center. Quick & Reilly is a FleetBoston Financial Company.