Broker Dealers
Deliver high-touch services at scale with AI video.
Storyline automates the creation of compliance-approved video content to provide portfolio insights, investment opportunities, and regulatory updates to improve transparency, and strengthen advisor-client trust at scale.
More Impact, Less Effort
Storyline automates the creation of compliance-approved video content to provide portfolio insights, investment opportunities, and regulatory updates.
Improve Financial Literacy
Viewers retain 95% of a video message, compared to just 10% from text. With Storyline, clients absorb key insights before meetings—freeing time for strategic planning and actionable decisions.
Interactive Engagement
Leverage embedded calls-to-action, dynamic elements, and recommendations to drive user interaction and discover key client engagement metrics.
Regulatory Compliance
Built-in workflows ensure all video content adheres to financial industry regulations and internal firm policies.
AI-powered video series for Broker Dealers
Secure, scalable, fully personalized and measurable
Fully Configurable
Improving customer experience through intelligent, real-time personalization.
AI-powered Storytelling
Patent-pending technology is the industry’s 1st 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
Design interactive menu system to navigate chapters, visualization rollovers and call-to-action buttons.
Measure Engagement
Real-time engagement monitoring across all episodes and clients to maximize impact.
Compliance Ready
Storyline’s data security and compliance is monitored 24/7 by industry leading 3rd part vendors.
Take a tour of the Storyline implementation process
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