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
Relationships
Send personalized videos that build instant rapport when responding to a lead, or connecting with a client.
Deliver Advice that
Demonstrates Value
Demonstrates Value
Record detailed videos that guide clients through the advice that will help them reach their goals.
Build Client Satisfaction
and Brand Loyalty
and Brand Loyalty
Ensure every video experience is on-brand and reassures clients that you can meet their needs.
Trusted by Financial Service Firms
“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
Everything You Need for Virtual Selling
Add a personal touch to every client touchpoint with video creation and hosting tools that anyone on your team can use. Additional video features turn every view into an opportunity for client engagement.
Easy-to-use video tools allow your team to create and send videos or screen recordings in just a few clicks. Or, upload and share corporate branded videos to reach a wider audience.
Detailed viewer analytics let you know what clients are watching. Push that view data to reports and dashboards in your CRM to measure how video drives pipeline and revenue for your business.
Customize the playback experience of your videos to match your brand. Add in-video CTAs that guide viewers to next steps, give them additional resources, and convert them into new clients.
Meet all the requirements of your IT, legal, and compliance teams. Enterprise-grade user management and a compliance integration with Theta Lake help ensure every video meets corporate and regulatory guidelines.
Video for Financial Services Sales in Action
