VIDYARD FOR FINANCIAL SERVICES

Deliver personalized, compliant video at every client moment

Keep clients engaged between meetings, reinforce trust at every touchpoint, and scale your team's presence with AI-powered video that works within your existing workflows.

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The Experience Your Clients Have Been Waiting For

Whether your focus is on building new relationships or nurturing existing ones, there's nothing that engages clients like video.

Create trusted relationships

Send personalized videos that build instant rapport when responding to a lead, or connecting with a client.

Deliver advice that demonstrates value

Record detailed videos that guide clients through the advice that will help them reach their goals.

Build client satisfaction and brand loyalty

Ensure every video experience is on-brand and reassures clients that you can meet their needs.

The right message at every moment in the client lifecycle

Early engagement and meeting preparation

Automatically confirm meetings with a personal video that sets expectations and prepares clients before they walk in the door.

Relationship setup and onboarding moments

Deliver clear, consistent video communication that explains next steps, reduces confusion, and builds trust from day one.

Ongoing engagement and education

Stay present between meetings with timely video updates that keep clients informed, engaged, and connected to their advisor.

Reviews and key relationship milestones

Prepare clients for upcoming reviews, reinforce the value of the relationship, and follow up with clear next steps every time.

Put a human face behind every client message

No matter how large your book of business, Vidyard's video messaging helps your advisors communicate personally and credibly at every key moment.

  • Record and send personalized video messages directly from your existing tools and workflows

  • Convey credibility, clarity, and warmth that text-based communication simply can't match

  • Show clients who they're working with and build the face-to-face familiarity that drives trust

Email message containing an embedded video player titled "Investing made to grow your wealth."

Built for regulated environments, without slowing your team down

Every outbound message carries regulatory and reputational risk. Vidyard gives your firm the controls it needs to stay compliant without creating friction for your advisors.

  • Define and approve video content before it's ever sent, so every message meets your internal and regulatory standards

  • Manage permissions by role or team, giving leadership control over who can create and deploy video

  • Enterprise-grade security including SOC II Type 2 compliance, MFA, and continuous monitoring

Video player displaying a smiling woman waving, overlaid with a password entry pop-up.

Know what's working across every client touchpoint

Understand how clients are engaging with your video communication, so your team can make smarter decisions at every stage of the relationship.

  • Track video engagement across your entire book of business to see what's resonating with clients

  • Get viewer-level insights that show exactly who watched, how long, and where they dropped off

  • Use engagement data to identify the moments and messages that drive the strongest client response

  • Report on video performance across teams to understand what's working and where to improve

Focused view of a specific user's video watch completion bar over a blurred User Performance analytics list.

Scale your advisors' presence with AI Avatars and Video Agent

Automate personalized video communication at key moments across the client lifecycle, without sacrificing the human connection.

  • Trigger personalized video messages automatically based on meetings booked, forms submitted, or scheduled campaigns

  • Deploy hyper-realistic AI Avatars that look and sound like your advisors, created with consent and used transparently

  • Define, approve, and control every message before it goes out, so communication stays consistent and on-brand

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How Vidyard works across financial services

Amy McGraw

“We knew we needed to go beyond the written word with our content to engage our attention-driven consumer demographic. That meant adding video to the mix.”

Amy McGraw

VP Marketing,
Tropical Financial Credit Union

Integrate with the rest of your revenue stack

Explore 40+ integrations to make video a seamless part of your revenue workflows.

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Salesforce

Create and track sales videos with the world’s #1 CRM to boost pipeline and revenue.

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Salesloft

Boost sales emails, time follow-ups, and improve response rates with personalized videos.

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Gong

Monitor video engagement in Gong to close more deals faster.

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HubSpot

Use videos in inbound marketing and track their impact to grow your business.

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Apollo

Add video into your Apollo emails and sequences to connect with more leads at scale.

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Outreach

Increase engagement by adding videos to your sales emails and sequences using Outreach.

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Marketo

Generate more leads and engage with audiences at every stage of the customer journey.

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Reply

Enhance audience connections with video emails using Reply.

Resources

Virtual Selling for Financial Services: Scale Trust Without Sacrificing Compliance
The Financial Services Advisor’s Guide to Secure, Scalable Video
6 Financial Service Organizations Crushing it with Video
How to Lead your Remote Sales Team with Video

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Video for every customer moment