TECHNOLOGY PROVIDERS
Transform client communication across your wealth journey
Storyline provides AI that amplifies your advisors-extending their voice, expertise, and presence.
SOLUTIONS > WEALTH MANAGEMENT
Transform client communication across your wealth journey
Deliver personalized, video-driven experiences that deepen relationships, increase engagement, and help advisors scale their impact-without sacrificing the human touch.
Storyline provides AI that amplifies your advisors-extending their voice, expertise, and presence.
Portfolio Reviews
Personalized performance summaries for every client
Financial Plan Summaries
Provide clear narratives and convert insights to actions.
Investment Proposals
Turn legacy pitch decks into personalized experiences.
Increase Proposal Conversion
Deliver personalized investment recommendations that move clients toward action faster.
Accelerate Client Decisions
Help clients understand the “why” earlier—so meetings focus less on explanation and more on execution.
Grow Assets More Efficiently
More engaging proposal experiences reduce friction, improve implementation, and support long-term wallet share growth.
Built for Compliant Delivery
Compliance-optimized across every stage
Pre-Approved Templates
All language permutations reviewed and approved in advance at the template level.
Native Approval Workflows
Built-in routing, approvals and governance-no manual oversight required.
Revision & Audit Tracking
Every version and output tracked with a complete auditable history.
Drive engagement that delivers real results
Time savings
Advisors report a 20%+ increase in time spent on strategy and goals during client meetings after clients viewed a Storyline episode.
Retention rate vs. text
Viewers recall 9.5x more content via video compared to reading it in text.
Average views per client
Each Storyline episode averages 1.7x views per client, underscoring both shareability and value of repeated viewings.*
Open rate / CTR
Emails with Storyline videos convert at 38% open rate and 9.4% CTR, compared to Finance industry averages of 27% and 2.4% respectively.
More time on strategy and goals
Advisors report a 20%+ increase in time spent on strategy and goals during client meetings after clients viewed a Storyline episode.
More content recalled via video
Viewers recall 9.5x more content via video compared to reading it in text.
Views per client on average
Each Storyline episode averages 1.7x views per client, underscoring both shareability and value of repeated viewings.*
Open rate / CTR
Emails with Storyline videos convert at 38% open rate and 9.4% CTR, compared to Finance industry averages of 27% and 2.4% respectively.
Integrated with your existing compliance infrastructure and 3rd-party platforms.
Real Results. Real Impact.
Al-powered videos that drive engagement and business growth.
- USE CASES:
- Storyline has elevated the way we communicate with clients — delivering insights that are timely, personalized, and truly engaging.
– Head of Treasury, Arab Bank Switzerland
– Head of Treasury, Arab Bank Switzerland
