Brand Knowledge

Croesus has been providing wealth management solutions since 1987. Currently, more than 10,000 investment professionals use its solutions to manage $900 billion in assets. Croesus offers an evolving platform that delivers portfolio management and business intelligence solutions as well as integration tools.

  • Make regulatory compliance easier with RegTech

    As you know, the financial industry is evolving fast and regulatory compliance is an increasingly important issue. Several changes and adjustments are foreseen for advisors, brokerage firms, and banks.
  • 5 Techniques that Let Client Experience Do the Talking

    Business trends come and go. However, there is one trend that has remained consistent over the decades: client service excellence. We have come a long way in terms of how clients are viewed. Where client satisfaction was once the mantra of successful organizations, we have now seen a definitive shift to client experience.
  • Looking to the Future for Better Performance

    Competitive forces and industry trends have come to a head. Financial advisors are seated at the heart of an industry in constant flux, where they are faced with increasingly fierce internal and external competition, financial market automation, and demanding clients. How do you, as an advisor, position your business for growth over the next five to ten years?
  • Making a Case for Business Intelligence

    Big data, digital transformation, and business intelligence are all phrases that have become increasingly popular over the last few years. Financial institutions have embraced this new trend and have adapted business models to integrate data analytics into daily operations.
  • Helping Firms Adapt to a Changing Regulatory Environment

    The Importance of Portfolio Management and Analytics in Adapting to a Changing Regulatory Environment
  • Helping investment advisors compete against “free”

    Taking on the “robo-advisors” won’t be easy. That’s why providing “product pitchers,” “assets allocators,” “model matchers” and “stock pickers” with the right tools is so important.
  • How to win by positioning advice to four client personas

    Finding and servicing clients is harder than ever. Investors have increasing ways to invest, places to go to for help, as well as products and services to choose from.
  • Advisors: build a business not a practice

    The advisor business is changing, and four trends will create a new advice model that will force advisors to focus on building a business, instead of a traditional practice.
  • Technology: Build, Buy or Rent?

    To remain competitive, financial institutions must create a client and advisor experience that is unique, scalable and that can adapt and quickly integrate the most current technology

What is Brand Knowledge ?

Through Brand Knowledge, Investment Executive would like to offer its readers the latest advice from businesses wishing to share their industry expertise.

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