APIs in action: driving performance, personalization, and scale in wealth management
What is the role of APIs in wealth management? Croesus experts explain how modern integration supports innovation, scalability and efficiency. ...
Jun 29
Croesus meets
Oct 28
AI-powered video that turns wealth management reports into conversation
Croesus Vidia redefines client reporting for Canadian wealth management professionals. Discover how Croesus Vidia turns static portfolio data into personalized, compliant video conversations that strengthen investment advisor–investor relationships....
May 12
Performance at the heart of Croesus’ strategy
One year after his arrival at the helm of Croesus, Vincent Fraser is breathing new life into the Canadian leader in wealth management solutions. Mandated to accelerate growth, the new...
Apr 28
Tax-suitable wealth management: navigating risks and opportunities
The days when wealth management and taxation were considered entirely separate are long gone. Swiss portfolio managers now operate within an integrated and transparent environment. Consequently, tax suitability is becoming...
Mar 16
Your PMS must support independent book of record requirements
Meeting IBOR compliance standards can be challenging. However, a few leading Canadian WealthTech providers offer solutions tailored to the specific needs of the country's financial professionals....
Feb 17
How machine learning fuels financial leadership
Understand the power of machine learning in finance. From fraud detection and risk management to Personalised services and algorithmic trading, ML is transforming the industry. Explore the benefits and future...
Jun 13
A FinTech with a human touch
In today's competitive landscape, financial institutions need technological partners who understand their challenges and offer tailored support. FinTech providers who prioritize a human approach are best positioned to become true...
Sep 25
Jobs in FinTech: A career with a future
Jobs in financial technology (FinTech) companies are more attractive than ever. Here are a few tips for finding a job in this promising field....
Aug 31
Checklist for wealth managers to meet Canada’s privacy laws
With the introduction of new laws, Canada is entering a new era of privacy protection. Investment firms and financial institutions now have completely overhauled how they collect, store, and use...
Mar 8
The contribution of women in tech
Women in computer science and computer engineering are underrepresented. Yet their contribution to IT teams is significant, according to Marie-Philippe Gill, a research developer at Croesus and techfluencer (aka Girl...
Feb 15
Mastering complexity management for investments
The work of portfolio managers is more complex than ever because of the growing number of factors influencing markets. Faced with uncertainty, financial professionals must adapt, says Jean-François Lavallée, author,...
Nov 29
Wealth management leader: an interview with Annie Sinigagliese
Annie Sinigagliese, Vice-President, Chief Product Officer at Croesus was named a 2022 5-Star Leading Woman in Wealth by Wealth Professional magazine. Croesus meets with her to learn more about her...
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