MINNEAPOLIS, November 15, 2013 – Terrapin Technologies, a leading solution provider to broker-dealers, sponsored the Bank Insurance and Securities Research Associates (BISRA) Operations and Technology Executive Summit on October 29 and 30 at the Royal Sonesta in New Orleans.
The BISRA Summit is designed to provide financial services senior management with current perspectives on technology, regulatory and operational issues in the bank-owned broker dealer market.
Participants examined a variety of operations and technology topics found in commercial banks including:
- Client data management and segmentation logistics
- Operational support for wealth management
- Managing evolving compensation system demands
This is the third year that Terrapin Technologies has sponsored the BISRA Operations and Technology Executive Summit. “This year’s meeting focused on significant topics of relevance for Terrapin,” said Kristefor Lysne President of Terrapin Technologies. “In particular, the importance of an adviser having the necessary tools to mine and manage their book of business.” Attendees at the BISRA Operations and Technology Executive Summit included financial institutions from throughout the U.S.
For more information on Terrapin Technologies, please visit www.terrapintech.com or email firstname.lastname@example.org.
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