Solution introduction
AI-powered video financial reports
A scalable communication solution that transforms traditional financial reports into personalized, engaging, and firm-compliant videos
Redefine your client engagement
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.
75%
More video report views compared to traditional written reports.
Features
Features that drive engagement
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.
Key Data
Year launched
2025Type of Clients
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
Client Regional Presence
- North America
- Western Europe
Croesus Vidia
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