Croesus Finnovation 2023 closes

Croesus Finnovation 2023 closes

Vancouver, B.C., Canada – October 13, 2023

Some of the most well-informed financial professionals on Canada’s West Coast gathered yesterday for Croesus Finnovation 2023 in Vancouver. The annual wealth management technology conference took place in an intimate atmosphere conducive to personalized exchanges.

“Over the years, wealth management technologies have taken on such an important role in our industry that they now influence firms’ business models, profitability, and performance. Finnovation keeps professionals up to date with the latest tools, so they can stay at the forefront,” said Marc Riel, Vice-President, Business Development and Strategic Partnerships, North America.

At the event, experts from Canada’s leading WealthTech company introduced participants to the potential of innovative technologies to transform the current climate of uncertainty into business opportunities. Emerging technologies, open banking, regulatory changes, financial market volatility, and changing investor demographics were just some of the topics discussed.

Croesus Finnovation 2023
The Croesus Finnovation 2023 program was specially designed for portfolio managers, investment advisors, and their assistants, working in financial institutions and wealth management and financial planning firms.

As every year, Croesus Finnovation 2023 was also an exceptional networking opportunity.

For full details of the program, speakers, and proceedings, visit Croesus Finnovation 2023 and follow #FinnovationCroesus on social networks.

About Croesus
Croesus provides innovative, high-performance, and secure wealth management solutions that include portfolio management platforms, portfolio rebalancing tools, and application programming interfaces. These solutions empower wealth management professionals to improve their productivity, make informed decisions, maximize the performance of their assets under management, and enhance client relationships. Croesus’s mission is to provide a superior experience to its clients, users, partners, and employees and to have a positive impact on the community. With 200 employees in its Montréal and Toronto offices, Croesus has won several industry awards for being a high-quality product provider and an outstanding employer.

Frédéric Le Bouar
Director of Product Marketing and Business Promotion

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