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.
Client Engagement & Management, Digital Platforms & Tools, Portfolio Build, Analysis & Reporting
28/11/2024
Customizable features
Storyline’s patent-pending, audio-visual storytelling technology allows financial firms to differentiate themselves with personalized, high-impact client communications.
Measurable impact
Storyline’s AI-powered storytelling helps firms improve communication, engagement, and reporting frequency, while driving growth through:
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