Hollywood, Florida, March 7, 2017 – For the third consecutive year, Croesus is an exhibitor at the BISA 2017 Annual Convention taking place March 7 to 10 at the Diplomat Resort and Spa in Hollywood, Florida.
Building on the enthusiasm of banking, insurance, and investment professionals from the entire continent, this conference offers an invaluable four-day experience of professional development and exclusive networking opportunities.
The BISA Annual Convention is a great opportunity for Croesus to meet a considerable amount of decision makers in the banking and securities industry.
The Croesus team will be located at booth 24 in the Great Hall to present its powerful, all-in-one portfolio management software that connects advisors to a multitude of resources. Professionals from the financial industry will also be able to learn more about Croesus Data Analytics, a business intelligence tool designed to help users make informed decisions and track the growth and profitability of their business.
Since 1987, Croesus has been providing sophisticated wealth management solutions to financial institutions throughout North America. Currently, 10,000 investment professionals use Croesus solutions to manage over $900 billion in assets. With its 180 dedicated employees, Croesus has built a reputation on the ability to efficiently transform data into information, develop portfolio management solutions to drive efficiency and deliver business intelligence for fact-based decision-making. Croesus works with its clients as partners, and the company’s goal is to ensure their long-term success. To add value, Croesus actively listens, learns and engages with them to develop technology solutions that are innovative, flexible and secure. Over the years, the company has built a culture based on core values related to work/life balance, personal development and giving back to the community. Croesus is a “PME en lumière 2016” winner and is recognized as one of the “Best Managed Companies”, “Remarkable Employer—Ethnocultural Diversity”, “Canada’s Top Small & Medium Employers”, and one of the “top 300 most important companies in Quebec”. Croesus’s offices are located 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. BISA conferences and events provide opportunities to specific groups of bank insurance and securities industry executives to meet, network, and learn. During the course of the year, there are two major events that BISA members benefit from attending: the much-anticipated BISA Annual Convention in March and the Fall Symposium in October.
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