How Modern Financial Firms Stay Personal at Scale

Financial services firms are being asked to do more with less.

Advisors are managing larger books of business while clients expect more personalized communication. At the same time, every interaction carries brand, compliance, and relationship risk.

The challenge isn’t just getting meetings booked.

It’s maintaining trust and engagement between the moments that matter most.

When communication becomes inconsistent, clients disengage, advisors lose valuable time, and important conversations become easier to miss.

In this session, Vidyard and LAIRE will walk through how financial services firms use Vidyard’s AI Video Agent, HubSpot workflows, and LAIRE’s Diamond-level HubSpot expertise to deliver personalized communication across the client journey.

You’ll see how firms reduce no-shows by 30%, increase email engagement by 300%, and book 4x more meetings while helping advisors stay present without adding more manual work.

What you’ll learn:

• Increase advisor capacity without sacrificing personalization: See how firms maintain a consistent advisor presence without increasing manual follow-up.
• 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.
• 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 built for adoption.

Who should attend:

• Wealth management, banking, lending, insurance, and advisory teams using HubSpot
• Marketing, RevOps, Advisor Enablement, and client acquisition teams focused on advisor capacity and client engagement
• Financial services firms looking to improve personalized communication without adding headcount
• Teams looking to reduce no-shows, improve engagement, and strengthen client relationships at scale