Canadian tech firms teaming up to bridge advisor productivity gap
Integration of onboarding platform with Canadian wealthtech leader promises 'new level of productivity and ease'....
Dec
20
News (All)
Dec
7
Top 5 most-read blogs of 2023
As a WealthTech leader and technology partner to more than 50% of Canada’s wealth management professionals, Croesus regularly publishes blog posts on industry issues and trends. We’ve put together a...
Dec
6
Croesus and Mako Financial Technologies join forces to improve the productivity of wealth management professionals
Croesus, the Canadian leader in wealth management technology has announced a strategic partnership with Mako Financial Technologies (Mako Fintech) that will improve the productivity of wealth management professionals in their...
Nov
30
Client approach in financial services: Wide or specialized?
Should financial advisors aim for a wide range of clients, or does it make more sense to specialize in a particular niche? The debate on financial advisors' approach to clients...
Nov
23
Software implementation guide for financial institutions
Many wealth management firms rely on legacy platforms for much of their operations. The range of WealthTech solutions continues to evolve, and a technology gap can result in lost productivity...
Nov
16
Benefits of APIs in wealth management
The increased availability of digital wealth management solutions offers financial services providers immense gains in productivity and efficiency....
Nov
8
Croesus renews relationship with Richardson Wealth
Croesus, the Canadian leader in wealth management technology, is pleased to announce a renewed agreement with Richardson Wealth, a subsidiary of RF Capital Group (RCG.TO), and one of Canada’s largest...
Oct
13
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...
Oct
10
Unlocking the benefits of Open Banking for Wealth Management
Open banking is crucial for the success of wealth management firms since it allows them to securely access financial data through application programming interfaces (APIs), fostering innovation and improving services....
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....
Sep
14
Using FinTech to weather the market volatility storm
In an era characterized by persistent volatility, a landscape of new opportunities is unfolding for investors. To seize these prospects, financial experts must adeptly leverage the latest technological innovations. The macroeconomic...
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...
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