Stand out and improve response rates.
Generate more pipeline and close more deals.
Set your sales team up for success.
Host video content and convert viewers into leads.
Connect with buyers and close more deals.
Create and deliver an internal communications strategy.
“Personalized Vidyard video messages drove an 8x improvement in click-through rates and a 4x improvement in reply rates.” Read More
The secrets to virtual selling and video best practices.
Case studies and how-to videos for every revenue use case.
How-to and help articles for all things Vidyard.
Expert advice on all things virtual selling.
Free sales templates for every stage of the deal cycle.
Get the answers to your top Vidyard questions.
Guides and ideas for using AI in your workflow.
Learn how our customers win more with Vidyard.
VIDYARD FOR FINANCIAL SERVICES
Keep clients engaged between meetings, reinforce trust at every touchpoint, and scale your team's presence with AI-powered video that works within your existing workflows.
Whether your focus is on building new relationships or nurturing existing ones, there's nothing that engages clients like video.
No matter how large your book of business, Vidyard's video messaging helps your advisors communicate personally and credibly at every key moment.
Record and send personalized video messages directly from your existing tools and workflows
Convey credibility, clarity, and warmth that text-based communication simply can't match
Show clients who they're working with and build the face-to-face familiarity that drives trust
Every outbound message carries regulatory and reputational risk. Vidyard gives your firm the controls it needs to stay compliant without creating friction for your advisors.
Define and approve video content before it's ever sent, so every message meets your internal and regulatory standards
Manage permissions by role or team, giving leadership control over who can create and deploy video
Enterprise-grade security including SOC II Type 2 compliance, MFA, and continuous monitoring
Understand how clients are engaging with your video communication, so your team can make smarter decisions at every stage of the relationship.
Track video engagement across your entire book of business to see what's resonating with clients
Get viewer-level insights that show exactly who watched, how long, and where they dropped off
Use engagement data to identify the moments and messages that drive the strongest client response
Report on video performance across teams to understand what's working and where to improve
Automate personalized video communication at key moments across the client lifecycle, without sacrificing the human connection.
Trigger personalized video messages automatically based on meetings booked, forms submitted, or scheduled campaigns
Deploy hyper-realistic AI Avatars that look and sound like your advisors, created with consent and used transparently
Define, approve, and control every message before it goes out, so communication stays consistent and on-brand
“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.”
VP Marketing,
Tropical Financial Credit Union
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