Video Messaging Tools for Financial Services
Vidyard’s video tools transform the way you connect with clients in a virtual world. Modernize your approach to sales and marketing with video, backed by an enterprise-grade platform that checks all the boxes for security and compliance.
Get a Demo
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.
Relationships
Send personalized videos that build instant rapport when responding to a lead, or connecting with a client.
Demonstrates Value
Record detailed videos that guide clients through the advice that will help them reach their goals.
and Brand Loyalty
Ensure every video experience is on-brand and reassures clients that you can meet their needs.

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.
Video Creation and Hosting
Advanced Video Analytics
On-Brand Video Playback
Security and Compliance
Video for Financial Services Sales in Action
