Hollywood, Florida, March 16, 2016 – Croesus exhibits at the BISA 2016 Annual Convention taking place March 16 to 18 at the Diplomat Resort and Spa in Hollywood, Florida.
Eagerly awaited by bank insurance and investment professionals from the entire continent, this conference offers a valuable four days experience of professional development and exclusive networking opportunities.
This second participation at the BISA Annual Convention is a great opportunity for Croesus to meet a considerable amount of bank executives and securities and insurance industry professionals, speakers and panelists.
The Croesus team will be located at booth 82 in Great Hall 3 & 4 to present its wealth management solutions. The company provides an evolving platform that delivers portfolio management and business intelligence solutions as well as integration tools. Croesus enables its clients to build more efficient businesses, increase return on investment and keep pace with rapidly evolving technology.
Since 1987, Croesus has been providing sophisticated wealth management solutions to financial institutions throughout North America. Currently, 9,700 investment professionals use the Croesus application to manage over $800 billion in assets. With its 150 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 its clients 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 was a winner of Canada’s Best Managed Companies program in 2014 and requalified in 2015 to maintain its status as a Best Managed company. Croesus has 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. 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. For more information, visit www.bisanet.org
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