Croesus Vidia
AI-powered video financial reports
A scalable communication solution that transforms traditional financial reports into personalized, engaging, and firm-compliant videos.
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Redefine your client engagement
Compliment current reports to deliver a swift and personalized experience to your clients with automatically generated, AI-powered video reports.
Performance
95% boost in investor information retention, enabling advisors to showcase services and advice.
Productivity
20% time saved by advisors on preparation for client meetings.
Business growth
34% of investors invest more when offered a hyperpersonalized experience.
Differentiation
42% of investors rank technology offerings as a key factor when selecting a financial advisor.
Smart engagement
Delivers innovative digital experiences at scale while adhering to regulatory obligations.
Gain a competitive advantage
Smartly communicate your value using Croesus Vidia to elevate portfolio communication and automatically promote the right related products and services to the right clients.
Boost engagement and retention
Video reports simplify complex financial data, significantly improving investor comprehension, engagement, retention, and satisfaction.
Time savings
Smart reports are automatically generated by an advisor upon each investor’s request, leveraging their portfolio data and preferences.
Business value
Modern, accessible, measurable, and compliant content that enhances advisory services and attracts new clients.
Stop reporting, start communicating
Drives engagement and conversions directly from the video while freeing advisors to focus in-person meetings on deeper strategic discussions.
Hyperpersonalized
Instantly generate a video portfolio review for your entire client base. This AI solution leverages firm-approved dynamic templates and real-time data to produce videos that are always compliant with your policies and faithful to your brand.
Dynamic offers generation
Transform every video into a dynamic client opportunity by highlighting relevant related products and services within the video report and including a clickable call-to-action.
Audience-driven promotion
Deliver the right related product and service recommendations to every investor with videos that seamlessly adapt to their profile.
Experience the difference
Features that drive engagement and value
Croesus Vidia is fully integrated into the Croesus ecosystem, enabling you to generate intelligent video reports at scale and measure their benefits.
Engagement analytics
Move beyond “sent” and measure “seen.” The integrated dashboard provides deep insights into client engagement with KPIs including views, click-through rates, and other key interactions, allowing you to fine-tune your communication strategy.
Scalable and accessible
Reach your entire client base without the manual effort. Securely send thousands of personalized videos simultaneously via email, SMS, or directly through your client portal. All videos are universally accessible in English and French on any device.
Compliance and security
Ensure compliance and security with a SOC 2–certified solution that meets all regulatory standards. Every video is audited, archived, hosted in Canada, and free of personal data—delivering full transparency and peace of mind.
Solution overview
Turn your report into a compelling video story. Deliver powerful, personalized insights that engage clients and save your team valuable time.
Croesus Vidia Brochure
Discover how Croesus Vidia helps you stand out by improving your productivity and client satisfaction. Croesus Vidia is the result of a collaboration between Croesus and Storyline.
