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Driving growth through personalized, AI-powered videos

Driving growth
through personalized,
AI-powered videos

Storyline transforms how financial professionals engage clients and drive growth by delivering AI-powered, hyper-personalized video content.

0 %

Of individuals are more likely to watch a video than read print.

0 %

Higher retention rate for personalized videos.

0 x

Increase in content recall from video compared to print.

0 %

Of clients in wealth management want better digital tools.

Deliver exceptional client experiences, at scale.

Whether automating portfolio reviews, providing market insights, or enhancing financial literacy, Storyline helps firms scale and enhance client interactions with AI-driven, hyper-personalized short-form videos.

0 %

of individuals are more likely to watch a video than read print.

0 %

higher retention rate for personalized videos.

0 x

increase in content recall from video compared to print.

0 %

of clients in wealth management want better digital tools.

Explore personalized, AI-powered video series for financial service providers

Wealth Management
Automate portfolio reviews, market updates, and financial planning insights.

Asset Management

Enhance financial education and sell banking products with personalized guidance.
Tax & Accounting
Provide tax return overviews with key insights, and next-year guidance.
Technology Providers

Integrate personalized episode generation for client retention, engagement and education.

Tax & Accounting
Provide tax return overviews with key insights, and next-year guidance.
Broker Dealers
Provide investors with customized fund performance reports and market analysis.
Retail Banking
Nurture high-touch customer journeys from inception through product guidance.

Secure, scalable, personalized, measurable, actionable, interactive episodes

Fully Configurable

Personalized experiences through intelligent, real-time personalization.

AI-powered Storytelling

Patent-pending technology, a 1st of it’s kind personalized video analytics platform.

Deterministic Narratives

Configuration analytics and narration scripts govern what key insights to feature and how to deliver the messaging.

Voices & Avatars

Deepen engagement and increase content retention through 100’s of narrator voices and avatars.

Multi-language

Visualizations and narration currently support multiple currencies and 30+ avatar and voice supported languages

Interactivity

Interactive menu system to navigate chapters, visualization rollovers and call-to-action buttons.

Measure Engagement

Real-time engagement monitoring across all episodes.

Compliance Ready

Storyline’s data security, compliance and storage capability is monitored 24/7 by industry leading 3rd part vendors.

Data integrations with leading platforms

Transforming raw data into personalized, interactive content to engage, expand and energize audiences.

Take a tour of the Storyline implementation process

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