osaic

Vidyard for Osaic

Here’s what your clients see: Long emails. Detailed plans and illustrations. Difficult documentation. One more review appointment to go over the same long-term strategy. Wouldn’t it be nice if it were all easier? With Vidyard for Osaic, it is.

$36/month or $350/year

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Say it with Video

Connect with your clients using simple, personal, and engaging video communications created just for them. Just record, send, and sit back. Here are just a few ways to use video:

  • Introduce yourself to create a human connection

  • Walk clients through complex wealth management strategies

  • Show clients what to look for on statements and documentation

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Make a Real Connection

Video builds face-to-face engagement that clients crave, making intimidating financial services activities feel personal. Studies show that video in email improves open rates, click-through metrics, and viewer engagement. Stronger client relationships are just a video away!

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How it works:

1

Create an account with Vidyard using your firm-approved email address.

2

Enter your information and payment details on the Osaic Vidyard registration page.

3

Start recording videos in minutes and watch your business soar!

4

One-to-one video communications automatically route to Ad Supervision for approval; no need to manually submit for review.

Need more information on how to get started?

*Note: One-to-many / mass distribution videos must still be submitted to and approved by Ad Supervision before they can be shared.

The Video Solution Built for Wealth Management

Osaic is the first network of independent broker-dealer firms to bring Vidyard to financial professionals. It’s the only officially approved video solution available to Osaic brokers. Get all the power of one-to-one video, plus other strategic features to maximize how you use video.

  • Video analytics tells you who watched your videos and when. Follow up with the most engaged leads while you’re still top of mind.

  • Add a call to action directly to your video. Viewers can click through to your website, book a meeting, or send an email.

  • Share your videos on webpages with built-in Osaic branding. Build a seamless experience and generate trust in your personal brand.

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Frequently Asked Questions