🚀 Exciting news from Croesus!

We’re proud to announce the launch of Croesus Vidia, an AI-powered solution that transforms complex market and portfolio data into short, personalized video summaries. Designed in collaboration with our partner Storyline, Croesus Vidia helps advisors deliver clear, engaging updates while saving time on manual report preparation.

By scaling personalized communication through video, advisors can focus on what matters most: building stronger client relationships. Plus, with built-in analytics, firms can now measure client engagement and turn communication into a data-driven strategy.

Read more here: https://canadiansme.ca/croesus-launches-croesus-vidia-an-ai-driven-video-solution-to-enhance-client-engagement-and-boost-advisor-productivity/

#WealthTech #Innovation #AI #ClientExperience #CroesusVidia

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