News

In the past decade, the wealth management industry has shifted from a product-based, sales-focused environment to one centered on holistic advice and goal-focused service. A multitude of drivers are forcing...

Montreal (Quebec), December 11, 2017—Croesus is proud of the success of the second edition of the Assistants Conference, an event designed exclusively for wealth management assistants. The event took place...

Virtual assistants or chatbots, digital personal assistants, robo-advisors, machine learning, and more. These terms may seem new, but the concept of artificial intelligence (AI) has been around for about 60...

Montréal, Quebec, November 1st, 2017 – Croesus, leading provider of wealth management solutions is proud to announce that the company has reached $ 1 trillion in client assets via its...

Montréal, Quebec, October 24, 2017 – For the fourth consecutive year, Les Affaires has ranked Croesus among the 300 most important small and medium-sized enterprises (SMEs) in Quebec. For 20 years,...

As you know, the financial industry is evolving fast and regulatory compliance is an increasingly important issue. Several changes and adjustments are foreseen for advisors, brokerage firms, and banks. RegTech...

Montreal, October 5, 2017 – Croesus is taking part in the fifth edition of the FinTech Forum at the Palais des congrès de Montréal on October 10 and 11, 2017....

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