Montreal, Quebec, June 13, 2016 — Croesus will host a webinar in collaboration with the Bank Insurance & Securities Association (BISA) on June 15 at 2 pm. The participants will be introduced to the opportunities and insights that can arise through the latest analytic solutions when combined with financial transactions, clients and advisor data.
Croesus will demonstrate how business intelligence tools can help investment professionals to understand how their business is growing, the sources of revenues and the possible risks and opportunities.
Participants will also learn how real-time data can provide insights to build business, increase revenues, and make well-informed decisions.
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. The company 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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