Solution introduction

Driving growth through personalized, AI-powered video analysis

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

The solution's features and functionality 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 proposals
    Compare current and proposed portfolios through dynamic, side-by-side video presentations that simplify complex decisions for clients.

  • Performance reviews
    Provide insightful advisor and team performance reviews with visual storytelling that highlights key metrics.

  • Sales & marketing performance
    Track and communicate campaign results, lead generation, and pipeline activity through customizable videos that engage both clients and prospects.

Storyline: Wealth management portfolio review

Client Engagement & Management, Digital Platforms & Tools, Portfolio Build, Analysis & Reporting

28/11/2024

This video highlights an analysis of a client's individual portfolio performance across multiple time periods with benchmark comparisons....

Introducing Storyline

17/10/2024

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

Features

Customizable features
Storyline’s patent-pending, audio-visual storytelling technology allows financial firms to differentiate themselves with personalized, high-impact client communications.

  • Data integration from multiple sources: Seamlessly connect data from various systems to create unified, personalized videos.
  • Build and customize episodes: Tailor videos to specific client segments, enabling hyper-personalized communication at scale.
  • Theme branding and rich media: Customize themes, branding, and add dynamic media to reinforce your brand identity.
  • Embed educational and promotional videos: Add videos that addresses client needs while promoting additional services.
  • Measure real-time engagement: Use analytics to track client interaction and optimize future communications.

Benefits

Measurable impact
Storyline’s AI-powered storytelling helps firms improve communication, engagement, and reporting frequency, while driving growth through:

  • Increased client engagement: Keep clients informed and connected with videos they enjoy and retain.
  • Higher conversion rates for new prospects: Engage mass affluent prospects with scalable, personalized video experiences.
  • Enhanced client retention: Foster stronger relationships by delivering consistent, meaningful interactions.
  • Growth in assets under management: Support your growth strategy by deepening relationships and broadening reach.
  • Improved advisor productivity: Automate routine tasks, allowing advisors to focus on high-value activities.

Key Data

Type of Clients
  • Asset Managers
  • Bank Wealth Managers
  • Digital Wealth Manager
  • Family Offices
  • Financial Advisors
Client Regional Presence
  • Asia
  • North America
  • Western Europe

Storyline for Wealth Management

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