PAID CONTENT
Product Leader at Croesus
Today’s investors demand personalization and digitalization in every important facet of their lives. For too long, static and impersonal wealth management reports have stood as barriers to deeper client engagement and to business growth. With the launch of Croesus Vidia, that era of friction is coming to an end.
Croesus has long been the benchmark for portfolio management reporting in Canada. Now, the WealthTech leader is extending that legacy with a first-to-market innovation: Croesus Vidia, an AI-powered video reporting solution that transforms static portfolio statements into personalized, compliant, and visually engaging videos, bringing client portfolios to life.
To understand how this new technology works and what it means for the industry, Investment Executive spoke with Raghid Nami, Product Leader at Croesus and one of the driving forces behind Croesus Vidia’s development.
What exactly is Croesus Vidia?
Raghid Nami: Croesus Vidia is an AI-powered communication platform that converts traditional portfolio reports into personalized video summaries. These videos explain a client’s portfolio in a simple, visual, and engaging way. They are generated automatically, at scale, and always in compliance with firm policies.
It’s fully integrated into the Croesus ecosystem, which means advisors can generate these videos directly from live client data. Each video report link can be distributed through email, SMS, or client portals, making them instantly accessible and convenient for investors.
What problem does Croesus Vidia solve for
advisors and financial institutions?
Nami: One of the biggest challenges financial institutions face in client relationships today isn’t access to data; it’s making that data meaningful. Reports are often complex, dense, and impersonal, sometimes by necessity due to compliance.
Yet investors now expect digital experiences that are personalized, intuitive, and visually engaging. Research shows that investors are 75% more likely to watch a video than read a written report, and they retain information 9.5 times better when it’s presented visually.
Croesus Vidia bridges that gap: it helps advisors communicate clearly while enabling investors to truly understand their portfolios.
So, this isn’t just a reporting tool, it’s a
communication platform?
Nami: Exactly. Croesus Vidia redefines what a client report can be. Instead of static PDFs, advisors can now send interactive video experiences that include performance summaries, market insights, and even educational or promotional segments tailored to each client.
For instance, an advisor could embed a short explainer on sustainable investing or highlight a new service directly within the client’s personalized performance video. It turns every report into a conversation and every conversation into an opportunity.
That’s why we recommend our clients to “stop reporting and start communicating.”
How does Croesus Vidia enhance engagement
beyond performance reporting?
Nami: Engagement doesn’t end with portfolio updates. Advisors can use Croesus Vidia to share financial literacy videos, explain market developments, or introduce a new product or service, all within the same branded experience.
Because each video is customizable, firms can include cross-offers and clickable calls-to-action, such as booking a meeting or learning about a relevant fund. The integrated analytics dashboard tracks engagement metrics — views, click-through rates, and interactions — providing actionable insights for both marketing and compliance teams.
What makes Croesus Vidia particularly relevant to
the Canadian wealth management landscape?
Nami: Canada’s wealth management sector is undergoing a major digital transformation, driven by demographic shifts, investor expectations, and regulatory evolution. Institutions need tools that combine personalization, compliance, and scalability. That’s exactly where Croesus Vidia excels.
It’s also the first AI-generated video reporting solution available in Canada, built in collaboration with our partner specializing in AI video generation, Storyline. Croesus Vidia is SOC 2 certified, the data is hosted in Canada, and fully aligned with regulatory compliance standards, essential assurances for financial institutions and their clients.
How does Croesus Vidia ensure compliance and
data security?
Nami: Every video follows a dynamic template with personalization business rules that are pre-approved by the financial institution’s compliance team. All data is detached from personal identifiers which are not stored in the video files. Each piece of content is auditable, traceable, and archived, ensuring compliance with Canadian data residency and recordkeeping requirements.
In short, advisors gain efficiency while firms maintain complete peace of mind.
Looking ahead, how do you see Croesus Vidia
evolving?
Nami: We see Croesus Vidia becoming a core engagement layer in the advisor–client relationship. Our vision is to strengthen investors’ financial literacy and help them better understand their portfolios — all without adding to advisors’ workload. By simplifying communication and improving comprehension, advisors can dedicate more time in client meetings to what truly matters: providing personalized guidance, building trust, and engaging in deeper, more meaningful conversations.
The future of wealth management will be defined by trust, personalization, and understanding — and AI can help deliver all three, responsibly and securely.
What role does innovation play within
Croesus overall?
Nami: Our CEO, Vincent Fraser, brought to Croesus a ton of energy and momentum, and with that, we’re entering a period of acceleration. The market should expect new solutions that combine high performance with measurable value for advisors and firms alike. Croesus Vidia is a direct expression of that vision: using AI not merely for automation, but to humanize financial communication.
Innovation remains at the heart of Croesus. Through Croesus Lab, our applied research center, we continuously explore emerging technologies like machine learning and generative AI to address real challenges in wealth management. Our goal is simple: make complex financial information accessible, engaging, and empowering for everyone.
