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Dr. Betty Moon to Reveal Research Insights at BISA Convention in March

WINDSOR, Conn., Feb. 11, 2015 —LIMRA today announced that Dr. Betty Moon, managing director, Bank Insurance and Securities Research Associates (BISRA), a collaborative effort between the Bank Insurance and Securities Association (BISA) and LIMRA, will present a workshop at the BISA Annual Convention, March 3-6, 2015, in Hollywood, Florida.

Dr. Moon will present a workshop titled: “Capturing Today’s Consumers’ Hearts and Minds—New Insights into Creating Captivating Customer Experiences.”  In her presentation, Dr. Moon will share insights gleaned from LIMRA research into today’s changing consumer and how using technology, data analytics, and social media can assist the banking industry’s financial advisors with improving the customer experience.   

Dr. Moon’s remarks are a prelude to an executive panel hosted by BISA Executive Director Jeff Hartney. The panel will consist of bank executives who will discuss how they are addressing the changing consumer and taking advantage of the latest technology at their banks.

The BISA Annual Convention offers bank insurance and investment professionals insight into the latest strategic, marketing, product, regulatory, technological and operational issues facing the industry.  This year’s event will take place at the Diplomat Resort and Spa in Hollywood, Florida. To learn more or to register, please visit: BISA 2015 Annual Convention.


LIMRA Contacts 

Catherine Theroux, 860-285-7787,
Mark Morris, 860-285-7875,

About BISRA  

Bank Insurance and Securities Research Associates (BISRA) is a collaborative effort between the Bank Insurance and Securities Association (BISA) and LIMRA. Established in 2012, BISRA provides in-depth research and business intelligence in the banking and credit union space.  In addition to the research and other performance measurement and benchmarking tools, BISRA hosts a series of exclusive strategic summits for executives to learn about industry trends, share best practices, and discuss evolving issues, and current challenges.    For more information about the Executive Summits or to learn more about BISRA, please visit:

About BISA 

The Bank Insurance & Securities Association is the leading financial services industry association dedicated to serving those responsible for the marketing, sales and distribution of securities, insurance, and other financial products and advisory services through the bank channel.

About LIMRA   

LIMRA, a worldwide research, learning and development organization, is the trusted source of industry knowledge, helping more than 850 insurance and financial services companies in 64 countries. Visit LIMRA at

Media Contacts

Catherine Theroux

Director, Public Relations

Work Phone: (860) 285-7787

Mobile Phone: (703) 447-3257

Brooke Lacey

Senior Public Relations Specialist

Work Phone: (860) 298-3920

Mobile Phone: (413) 530-6184

Bailey Reed

Public Relations/Social Media Specialist

Work Phone: (770) 984-3788

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