Montreal, September 22, 2025 /CNW/ -CROESUS, Canada's A major WealthTech provider announced today the launch of Crosus Vidiaan innovative AI-driven solution designed to transform client communication in modern wealth management landscapes.
In an industry where advisors spend countless hours preparing client reviews using static reports that are often unreadable, Croesus Vidia offers a powerful solution. This innovative approach was developed in collaboration with our partners. Storylineautomatically converts complex market and portfolio data into short, personalized video summaries that are engaging and easy to understand. The impact on clients' understanding is important as viewers are known to retain 95% of their messages when viewing on video. This modern approach allows advisors to scale personalized touchpoints and significantly strengthen client relationships.
“Our goal is to provide best-in-class service to financial institutions and asset management companies with advisory or direct broker services with the innovative tools they need to thrive in an increasingly digital world, providing best-in-class service to investor clients.” Vincent FraserPresident and CEO of Clossos. “Croesus Vidia will free advisors from the time-consuming task of manual report preparation, allowing them to focus on what is best. Provide strategic advice and build strong, lasting customer relationships.”
Seamlessly integrated with the Croesus Ecosystem, Croesus Vidia enables companies to deliver a consistent, shocking digital experience that meets the expectations of a new generation of investors. This solution is built to help businesses expand their business by making advisors more efficient and communication more effective.
“Croesus Vidia is a game changer in how value is communicated,” says Vincent Lévesque, head of product at Croesus. “We are helping businesses create truly differentiated client experiences by providing large scale, ultra-personalized video reports. For the first time, companies access robust analytical dashboards to measure client engagement and turn communication into a data-driven strategy.”
Designed for the harsh demands of the Canadian financial industry, Croesus Vidia allows companies to customize brand-compliant video templates to ensure that all communications comply with specific policy and regulatory requirements.
About Clothos
Crosus offers innovative, high-performance, and secure asset management solutions, including portfolio management systems, portfolio rebalance tools, AI-based video reporting, and application programming interfaces (APIs). These solutions enable asset management professionals to increase productivity, strengthen client relationships, make informed decisions, and maximize management of assets under management. Clossos' mission is to provide a great experience for clients, users, partners and employees and have a positive impact on our community. We have over 230 employees TorontoMontreal, and Geneva Cloes, the office, is a quality solution provider and has won several industry awards for being an outstanding employer.
Sauce Crothos
Frederick Le Bouer, Director of Product Marketing and Business Promotion at Clossos; [email protected],1-855-243-6101
