MINNEAPOLIS, March 10, 2014 – Terrapin Technologies, a leading solution provider to broker-dealers, sponsored the Kehrer Saltzman & Associates Bank Brokerage CFO Roundtable. The event was held in conjunction to the 2014 Bank Insurance & Securities Association (BISA) Convention from noon to 4:00 PM on Friday, March 7 at the Westin Diplomat Hotel in Hollywood, Florida.
The roundtable focuses on the unique challenges that bank brokerage CFO’s face and how they can improve their firm’s business and profitability. Kehrer Saltzman & Associates is a strategic management consulting firm that provides the financial advice industry with insights based on a melding of research and experience in managing the delivery of investment, insurance and wealth management.
This is the third year that Terrapin Technologies has sponsored the Bank Brokerage CFO Roundtable. “Learning about the issues that are impacting bank programs from a CFO’s perspective was insightful,” said Kristefor Lysne, President of Terrapin Technologies. “In particular, I enjoyed the lively discussion regarding recruiting packages.”
For more information on Terrapin Technologies, please visit www.terrapintech.com or email firstname.lastname@example.org.
For more information on the Roundtable visit www.KehrerSaltzman.com or email email@example.com.
Terrapin Technologies provides data management solutions and a strategic partnership approach to integrate all areas of a broker-dealer’s operations including accounting, CRM, commissions, compensation, compliance, and sales reporting. When Terrapin introduced Pandia in 1995, it became one of the first solution providers to offer a secure web-based application designed specifically for broker-dealers. Pandia is an integrated and scalable suite of tools and services that gives broker-dealers the knowledge and flexibility they need to run an efficient and growing business. Terrapin Technologies is a privately held company located in Minneapolis, Minnesota.
James Pfeiffer, 612-244-2334