We are pleased to share that Terrapin wrapped up another successful client roundtable. The goal was to facilitate open conversation, present new product developments, and discuss topics based on feedback from our clients. This annual event was hosted at our headquarters in Minneapolis and is supplemented by our virtual client roundtables held throughout the year.

The core topic centered on best practices in regulatory compliance, including FINRA exams, internal audits, and Know Your Customer rules. We also presented on our soon to be released revised Pandia interface, updates on our API initiatives, and our integration with FireLight, Insurance Technologies e-application business fulfillment tool. Click here to learn more.

It is always thrilling to see the synergy and cross-sharing of ideas between our clients. We consider this event a key part of our corporate strategy and through it we gather crucial feedback on our products and services that ultimately help our clients stay ahead of industry challenges.

Looking ahead, we will attend the The Beacon/Cramer Bank Broker-Dealer Technology Roundtable this October 21-23 in Denver, CO. We are excited to sponsor this event and explore the current technology needs in this market.


Newsletter Sign Up

Thank you for subscribing!

Share This