03 Mar Croesus Exhibits at the BISA 2015 Annual Convention
Hollywood, Florida, March 3rd, 2015 – Croesus exhibits at the BISA 2015 Annual Convention taking place March 3rd to the 6th at the Diplomat Resort and Spa in Hollywood, Florida. The BISA Annual Convention is the industry’s premier event designed to bring together bank insurance and investment professionals nationwide to experience four-days of exclusive networking opportunities and success-driven education.
A first time participant of the BISA Annual Convention, Croesus is looking forward to meeting the more than 700 bank executives and securities and insurance industry professionals, speakers and panelists.
The Croesus team will be located at booth 420 in Great Hall 3 & 4.
Since 1987, Croesus has been providing investment professionals across North America with highly intuitive and sophisticated integrated solutions for portfolio management and CRM. Currently, 9,500 investment professionals use Croesus to manage over $700 billion in client assets. Croesus enables its clients to build trust with investors through tailored investment solutions and transparent business practices. Over the years, Croesus has built its reputation on its ability to efficiently implement its software, convert large complex data successfully and provide accurate performance calculations. By continuously investing in R&D, Croesus ensures it stays ahead of its clients’ needs and provides them the technological edge they need to remain competitive. Croesus has 120 employees and offices in Montreal, Toronto and San Diego.
The Bank Insurance & Securities Association is the leading financial services industry association dedicated to serving those responsible for the marketing, sales and distribution of securities, insurance, and other financial products and advisory services through the bank channel. Member companies include depository institutions of all sizes, their broker/dealer and mutual fund subsidiaries, third-party marketing companies, product manufacturers and firms providing products, technology or services to support these enterprises.
Vice-President, Business Development and Strategic Partnerships