Proven Strategy for Modern Financial Firms: Decrease no shows by 30%

Financial services firms spend serious time and money generating qualified leads. But too often, the meeting gets booked and then disappears.

No call. No email. No explanation.

Generic calendar invites and plain-text reminders are easy to ignore. In an industry built on trust, your first impression cannot feel cold, automated, or forgettable.

In this session, Vidyard and LAIRE will walk through how modern financial firms can use Vidyard’s AI Video Agent, HubSpot workflows, and LAIRE’s Diamond-level HubSpot expertise to deliver personalized video touchpoints at the moments that matter most.

You’ll see how firms can reduce no-shows by 30%, increase email engagement by 300%, and book 4x more meetings by putting a human face on automated outreach.

What you’ll learn:

• Reduce meeting no-shows: Use personalized video confirmations to keep booked meetings top of mind and build trust before the first call.
• Turn HubSpot into a stronger engagement engine: Connect video engagement to HubSpot records, workflows, sequences, reporting, and follow-up.
• Scale advisor trust without adding manual work: Use AI Video Agent to send personalized video messages at scale without recording every message one by one.
• Improve the full client journey: See where video fits across pre-meeting confirmation, onboarding, market updates, and post-meeting follow-up.
• Put the right strategy behind the technology: Learn how LAIRE helps financial firms launch HubSpot-powered video workflows that are built for adoption.

Who should attend:

• Financial services firms looking to reduce no-shows and improve prospect engagement
• Wealth management, banking, lending, insurance, and advisory teams using HubSpot
• Marketing, RevOps, and client acquisition teams at financial firms responsible for lead nurture, meeting conversion, and advisor productivity
• Advisor teams that want to scale personal communication without adding more manual follow-up