Croesus provides an evolving platform that delivers seamless portfolio management, CRM and business intelligence solutions. This product evolution is critical to maintaining strategic flexibility for your wealth management business as the market, and the technology that drives it, evolves at an ever-accelerating pace.
Technology planning and purchase decisions
are driven by a number of key questions:
Working with Croesus enables you to:
- Build a more efficient business
- Lower technology expenditure, increase ROI
- Keep pace with rapidly changing technology
Wealth Management Solutions
Croesus Proven Track Record
We have the expertise to deliver complex technology solutions to large organizations efficiently and effectively, and minimize the ongoing technical and financial impact through SaaS delivery. Croesus has proven experience in managing security and regulatory requirements that are demanded by large, multinational banks and investment management firms.
“We have taken technology in hand. Technology is the core area to improve productivity. We put all our efforts to change our portfolio management system. We had two systems before and combined them into one with a Software as a Service firm that focuses uniquely on this product and they really helped us move to state-of-the-art position.”
– Monique Gravel, Managing Director and Head of CIBC Wood Gundy Inc.