Professional services

Achieve improved performance by partnering with business experts
Professional services
Strategic planning, training, business architecture, quality assurance, and data management are key components for driving company growth and performance. Either as independent consultants or as an extension of your team, our experts are laser-focused on delivering the results you need.

A team you can trust


Our seasoned financial services specialists have accumulated years of industry expertise and are available to help you gain a competitive advantage and optimize your operations.

  • Improve operational effectiveness
  • Attain compliance objectives
  • Obtain better return on investment
  • Lead the delivery of important initiatives and transitions
Professional services

Zeroed in on results


Our strength is in our people and ensuring that our clients have the resources to meet their objectives faster and smarter. Whether you are looking for support during business architecture initiatives or for specialists with extensive experience delivering projects related to Croesus, the Professional Services team has the know-how.

Transform business vision into actionable road maps and solutions

Change management analysis and planning

Support data discovery projects

Provide data analysis, mapping, integration, conversion, and processing

Analyse back office, in-house or market data, and complementary software infrastructures

Custom solutions to integrate with other data sources

Solving capacity challenges


As the time between technology releases gets tighter, clients are faced with continuous UAT cycles. These cycles must be managed efficiently to ensure successful software implementation and ensure your operations run at optimal levels. By partnering with Croesus, clients can leverage Croesus’ technology and quality assurance expertise and knowledge to become more agile and implement new versions with superior speed and quality.

Key services


Business architecture planning

Initial needs analysis for client onboarding

Process analysis for system change

Data management and planning

Quality assurance planning and execution

Training and documentation



Professional services

Explore our other powerful tools and solutions

Portfolio management

Portfolio Management

Croesus Central

Portfolio rebalancing

Experience it yourself, see the difference