Storyline
HQ Address
30745 Pacific Coast Highway, Suite 21, Malibu, CA 90265, United States
Website Address
Relevant Regions
Business introduction
We use AI to transform raw data into personalized, interactive video to engage, expand and energize audiences
Storyline’s patent-pending audio and visual storytelling technology transforms raw data into personalized, AI-powered videos transforming the way organizations engage with customers
Storyline’s solution delivers exceptional value in wealth management by combining AI-driven personalization with interactive, real-time video communication. Through its platform, wealth managers can deliver hyper-personalized videos that speak directly to each client’s unique financial journey—an approach proven to drive engagement and satisfaction.
Storyline’s video content prepares clients with tailored, visually engaging performance updates, saving valuable meeting time and allowing advisors to focus on strategy and planning. Moreover, its AI-powered storytelling and analytics features mean advisors can track real-time engagement, making it easier to optimize future interactions based on individual client preferences and needs.
Reflecting the findings in wealth management research, which show that clients value and respond to hyper-personalized, easily digestible video, Storyline meets a crucial demand by providing a scalable, compliant, and efficient solution. By enabling advisors to deliver sophisticated financial insights in a friendly, interactive format, Storyline redefines client engagement and positions wealth management firms for sustained growth.
Introducing Storyline
17/10/2024
The Client Experience Toolkit Roadshow 2024: Storyline AI product demo
10/12/2024
Storyline: Wealth management portfolio review
Client Engagement & Management, Digital Platforms & Tools, Portfolio Build, Analysis & Reporting
28/11/2024
Storyline: Wealth management 401k optimization analysis review
Client Engagement & Management, Digital Platforms & Tools, Portfolio Build, Analysis & Reporting
09/10/2024
Storyline: Wealth management fund review
Client Engagement & Management, Digital Platforms & Tools, Portfolio Build, Analysis & Reporting
17/09/2024
Business Overview
As our futures are being shaped by the data we generate, creating wealth is increasingly dependent on access and understanding of financial information.
With over 30 years of enterprise data-storytelling experience, we took on the challenge of building and patenting a new generative AI method of delivering personalized financial information, inspired by short-form videos and podcasts. Storylineʼs personalized ai-powered audio visual storytelling could play a significant role in advancing financial wellness across demographics, socio-economic classes, and continents.
Customers
Wealth Management, Banking, Insurance, Education
Key Data
Year founded
2022employees
11-50offices
2Type of Clients
- Asset Managers
- Bank Wealth Managers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Storyline Solutions
Storyline for wealth management
Storyline is transforming how financial services firms, including RIAs, asset managers, broker-dealers, and banks, leverage real-time, personalized, AI-powered videos to drive scalable growth while delivering exceptional client experiences. Real-time reporting Deliver timely updates with personalized video reports for monthly, quarterly, year-to-date, and annual portfolio reviews, which clients prefer to engage with. New portfolio......
business needs
- Client Engagement & Management
- Data Management & Analysis
- Digital Platforms & Tools
- Market & Business Infrastructure
- Portfolio Build, Analysis & Reporting
