BISA's Mission
BISA's mission is to inspire and support member firms and financial professionals within the dedicated community of banks, credit unions, and industry partners focused on providing best-of-class, holistic life planning through wealth management, technology, investment, and insurance solutions.
Vision Statement
The vision of BISA is to serve as the thought leader and voice of the industry for bank and credit union investment services, wealth management programs and industry partners.
Bisa Portfolio Feed
Voice of
the Industry
Megan Richter, Key Investment Services
"The world of finance and investing is very diverse - we talk about the benefits of a diversified portfolio all the time, I know what it is like to be one of the only females in the room. We all have the ability to change what we see, how we think and more importantly what we do - we have to continue to be active and involved in changing the face of our industry - it's a matter of evolving and relevancy."
