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....
Montreal (Quebec), September 26, 2017 — Croesus announces the official launch of the second edition of the Assistants Conference, an event designed exclusively for wealth management assistants. The event will...
Montreal, Quebec, September 25, 2017— On September 21, the members of the Croesus Fintour gathered at the Château Taillefer-Lafon for the last trip of the 2017 season. From May to September,...
Business trends come and go. However, there is one trend that has remained consistent over the decades: client service excellence. We have come a long way in terms of how...
Montréal, Québec, September 1, 2017 – During the Omnium Maurice Dupont held on August 15 at the Club de Golf Le Mirage, Maurice Dupont founder of the Gemini Foundation announced...
Leading organizations share an ability to predict what customers will demand in the medium-term and apply creative problem-solving to develop innovative solutions. This type of client-centered approach is central to...
Montréal, Québec, April 25, 2017 – Croesus is listed among Canada’s best small and medium employers (SMEs) as part of the Canada’s Top Small & Medium Employers competition organized by...
Montréal, Québec, April 20, 2017 – Croesus has been selected as one of Montreal's Top Employers for 2017 as part of Canada’s Top 100 Employers competition organized by Mediacorp Canada...