Dana Point, California, May 11, 2016 – Croesus will exhibit at the California Bankers Association (CBA) 125th Annual Convention and 49th Annual Bank Counsel Seminar taking place May 12th to 14th at the Ritz-Carlton Laguna Niguel in Dana Point, California.
Now in its fifth edition, this conference is a valuable opportunity for investment professionals to hear the opinions and advice of experienced bank regulators, CBA leadership and industry representatives on key industry issues.
Richard Owen, Regional Director for Business Development at Croesus, will speak at 8 a.m. on May 14 in the Pavilion 2 and will present an introduction to the opportunities and insights that can be generated from the latest analytic tools when combined with financial transaction, client and advisor data.
The Croesus team will be located at booth 103 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 165 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. The company has offices in Montreal, Toronto and San Diego.
About the California Bankers Association (CBA)
Established 124 years ago, the California Bankers Association (CBA) is one of the largest state banking trade associations in the country. CBA leads the way in developing relevant legislative and educational solutions to some of California’s more pressing financial and banking issues, including financial empowerment, identity theft, financial privacy, and financial elder abuse. CBA’s membership includes the majority of California’s commercial, industrial and community banks and savings associations. For more information, visit www.calbankers.com.
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