01 Oct Croesus launches AI-generated video solution to boost client engagement
Croesus is transforming client communication with Croesus Vidia, an artificial intelligence (AI)-generated video solution. Developed in collaboration with Storyline, Croesus’s solution automatically converts complex market and portfolio data into short, personalized videos that are clear and easy to understand.
Read the original article published in French in Finance et investissement on September 29, 2025.
Croesus is capitalizing on the statistic that people retain only 10% of content from text versus 95% from a message delivered via video. Clients are thus expected to better understand their portfolios when the information is in video format, which will deepen their relationship with their advisor.
“Croesus Vidia frees advisors from the time-consuming task of manual report preparation, allowing them to focus on what they do best: providing strategic advice and building strong, lasting client relationships,” says Vincent Fraser, President and CEO of Croesus.
Croesus Vidia is fully integrated into the Croesus ecosystem. Designed to make advisors more efficient and their communications more impactful, this solution complies with each firm’s internal policies and regulatory requirements.
“Croesus Vidia is a game-changer for how value is communicated,” said Vincent Lévesque, Vice-President, Head of Products at Croesus. “By delivering hyper-personalized video reports at scale, we are helping firms create a truly differentiated client experience. For the first time, firms can also access a powerful analytics dashboard to measure client engagement, turning communication into a data-driven strategy.”