A first edition that rhymes with success

A first edition that rhymes with success

Montréal, December 2, 2019 — The first edition of the Croesus Finnovation Conference was a resounding success. Nearly 200 wealth management professionals participated in this multi-city event. The Montréal edition took off at the Sofitel Golden Mile on November 22 while the Toronto edition was held at the Delta Hotel on November 28.

Participants had the opportunity to attend presentations on compliance, Regtech trends, the future of advice, and other subjects inline with the evolution of the industry. Workshops focused on Croesus’ solutions were also given. In addition to assisting to all these interesting sessions, attendees also benefited from numerous networking opportunities. Croesus experts welcomed the crowd in the HQ zone and answered questions about the solutions offered by the FinTech, the industry, technology and innovation.

The keynote speaker, Bob Mckenzie, captivated the audience by sharing his inspiring journey as a TSN Hockey insider and the most followed Canadian media personality. With humor and enthusiasm, he shared his best tips and tricks to help participants leverage technology in order to make more informed decisions.

Croesus would also like to thank its partners who contributed to the success of the event: Fundata, Refinitiv, Finance Montréal, IIAC.

For more information about the conference, visit: finnovation.croesus.com.

About Croesus
Founded in 1987, Croesus is a FinTech offering cutting-edge, easy to use, and highly secure wealth management solutions. With over 180 employees in Montréal and Toronto, the Canadian leader draws on expertise and know-how to provide products and services tailored to the needs of the financial services industry. Its portfolio management solutions and application programming interfaces (APIs) maximize performance, and its data analytics tool allows financial services professionals to make informed decisions. Through the years, Croesus has won several awards as a high-quality product vendor, as well as an employer of choice. In 2019, Croesus acquired softTarget, a company specializing in portfolio rebalancing, whose flagship software iBalance is being integrated with its sophisticated solutions offering.

Media Contact
Jessica Caruso
Director, Marketing and Communications
Canada: (855) 243-6101 ext. 197
US: (888) 769-0016 ext. 197
jessica.caruso@croesus.com
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