Training
Perfect your craft
Intermediate training
Course: CF-200
Training follow-up
Description
Once users have had the opportunity to apply what they have learned during the initial training in their day to day operations, a follow-up training offers a great opportunity for review and to answer any questions.
Details
- Review of use cases in a participatory setting
- Provide tips on how to maximize the use of Croesus based on your business realities
- Answer questions
Course: CW-201
Discover the power of search criteria
Description
This course is designed to improve the user’s ability to refine data views within Croesus.
Details
- Quickly and efficiently produce lists of clients, accounts, relationships or securities based on search criteria and quick filters
- Add, modify and delete search criteria
- Use existing criteria to create new ones
- Create and modify manual lists (user-defined)
- Develop complex queries using advanced search criteria
- Share search criteria with team members
Course: CW-202
Personalize your client documents
Description
Personalize new or existing client documents using the Croesus Mail Merge functionality.
Details
- Export Croesus data to Microsoft Word
- Quickly print personalized letters, labels and envelopes
- Attach Word and PDF documents to your reports
- Learn how to use data fields to populate forms
Course: CW-203
Optimizing portfolio management
Description
This course offers a general review of specific functionalities for an optimized use of the application’s portfolio management capabilities.
Details
- Create external accounts to follow client assets held in other institutions
- Adjust the average cost of positions held in a portfolio following a transfer
- Use “What-if” scenarios as a tool to realign portfolios to their investment objectives
- Review of transaction filters
- Correct gain/loss calculations
Course: CW-204
Contact management tools
Description
Enhance your client relationships with superior contact management skills in Croesus.
Details
- Enter notes and comments on account, client, or relationship profiles
- Maintain a periodic follow-up with clients
- Quickly review, find and manage events, appointments, tasks and client birthdays
- Send email messages and attachments to clients directly from Croesus
- Manage and print the advisor’s agenda
Course: CW-205
Croesus reports
Description
Discover the most commonly used Croesus reports.
Details
- Identify the most commonly used Croesus reports and their individual parameters
- Easily create custom report packages
- Quickly produce reports from a list based on defined search criteria
Contact your Croesus account manager to learn more.
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