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Storyline: Wealth management portfolio review

An AI-generated video focused on a wealth management client's portfolio review

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We use AI to transform raw data into personalized, interactive video to engage, expand and energize audiences

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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...

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by Storyline
| 28/11/2024 14:53:27

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

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This video highlights an analysis of 401k optimization.

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This video highlights an analysis of the differences between current and proposed portfolio reallocations.

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