Using Video to Drive More (and Better) Sales Conversations
FinancialForce gains clarity into its marketing funnel by identifying 96% of product tour video viewers for further targeting.
Read MoreVideo for Financial Services
Your customer base expects personalized, tech-centric treatment. To keep up, you need the latest tools. Video makes it easy to connect with clients, modernize the way you communicate, and transform your business for the future of financial services.
How to Increase Financial Services Sales with Video
Customers love video. There’s no personal touch quite like a one-to-one video made just for you. With Vidyard, you can create, upload, share, and track all your video content with our simple yet powerful video solution.
Connect with and Retain Customers
Deliver one-to-one video service to develop human connections that customers love.
Educate, Upsell, and Cross-Sell
Explain complex topics and products simply to help customers make informed financial choices.
Make Work More Efficient
Improve internal collaboration with asynchronous video messages and meeting “pre-caps”.
A Financial Services Video Solution Built for Enterprise
Ready to go all in on video? Your clients will thank you. Get all the goodness of one-to-one video, plus other powerful features to maximize the ROI of your investment.
- Secure videos with password protection, single sign-on, IP whitelisting, and view prevention after a certain date
- Individualized video personalization at scale that makes every customer communication feel unique
- Advanced video analytics that track video performance to prove your strategy and refine reps’ video skills
What our customers are saying on
The software is extremely easy to use, very user friendly. My sales team started using free individual accounts and were up and running in minutes. After a couple months of success booking new sales meetings using videos we decided it was time to purchase the paid team version for the integration to Salesforce and team metrics tracking. The onboarding and implementation experience was one of the best I've been through. They know exactly what they're doing, they care about what they're doing and provided best practices along the way.
5 stars
The integrations, the player features, the customer service are all unparalleled.
What I like most is the types of data that can be extracted from their platform and how it interacts with other CRM systems. It's the first, and most user friendly, video hosting platform that has been able to draw a straight line from video to revenue.
5 stars
