Learn the five steps and features of the technology tools you need for effective client segmentation to improve wealth advisor and investment firm marketing, differentiate yourself, expand your client base...
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,...
2022 was a year full of twists and turns in the financial and FinTech community. Croesus experts look back and analyze some of the year’s events....
Croesus regularly publishes blog posts on industry topics and trends. This blog is a wealth of information for anyone who wants to use technology in order to be more efficient,...
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...
When we think of good reasons to invest in ESG, we often stop at the environment, while cybersecurity is another component that is not insignificant....
Despite the pace at which the financial technology (FinTech) industry is growing, investors still trust humans more than artificial intelligence when it comes to asset management. Therefore, it is critical...
Innovative digital investment tools bring greater efficiency, accuracy and objectivity to the financial services sector. Indirectly, those digital tools contribute to increasing the quality and the business volume of the...
During heightened market volatility, it’s common for emotions to dominate the investment decisions. By understanding these behaviors, advisors can guide the client conversations in ways that reassure them. Here are...
Discover how the aging of the baby boomers and other deflationary trends may soon reverse inflation growth....
Leverage the full potential of direct indexing Direct indexing is a trend that has been growing steadily in popularity and accessibility in recent years, thanks to advances in cost structures, technology,...
In wealth management, financial performance is important, but the client experience should not be overlooked. Building a positive relationship with investors moves you from being a service provider to a...