CGI features the leading Rating solution (Ratabase) and the only integrated, best of breed Insurance Suite solution (Insurance Fusion360) enabling our customers to achieve unparalleled efficiency and productivity. Read More
Citisoft is a specialist consulting firm that focuses solely on investment management technology & operations. Read More
UNAPEN, Inc. is a nationally recognized consulting and software development firm that provides CRM, Client Reporting, Power BI DashBoards and Custom Software solutions as well as IT Support & Services, Business Continuity, Disaster Recovery, Cyber Security & Cloud Migration services to the... Read More
Offering up-to-date, interactive training, our seasoned industry professionals use a combination of lecture, discussion and adult learning activities to engage participants. After training, continue to benefit from program materials that serve as a useful reference resource. Read more »
Leverage our “from the trenches” expertise in banking, brokerage and investment advisory activities and technology. Read more »
Our writers collaborate with your staff to produce job aids, reference materials and user guides that are clear, concise and useful. Read more »