A scalable communication solution that transforms traditional financial reports into personalised, engaging and firm-compliant videos.

Redefine your client engagement and deliver a swift and personalised experience to your clients with automatically generated, AI-powered video reports. 75% more video report views compared to a traditional written report.

• Performance - 95% boost in investor information retention, enabling advisers to showcase services and advice.
• Productivity - 20% time saved by advisers on preparation for client meetings.
• Business growth - 34% of investors invest more when offered a hyperpersonalised experience.
• Differentiation - 42% of investors rank technology offerings as a key factor when selecting a financial adviser.

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 saving
Smart reports are automatically generated by an adviser 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.

Croesus Vidia is fully integrated into the Croesus ecosystem, enabling you to generate intelligent video reports at scale and measure their benefits.

Stop reporting, start communicating.