ASSET MANAGEMENT
Drive Investor Engagement—and Asset Growth
Raise and retain assets-through personalized, video-driven engagement.
SOLUTIONS > ASSET MANAGEMENT
ASSET MANAGEMENT
Drive Investor Engagement—and Asset Growth
Deliver personalized, video-driven experiences that deepen relationships, increase engagement, and help advisors scale their impact-without sacrificing the human touch.
Raise and retain assets through personalized, video-driven engagement.
Strategy Reviews
Product and performance update with expert commentary
Market Commentary
Timely market insights delivered as a broadcast
Scenes in this episode
- Introduction
- Market Insights
- Recent Performance v. Benchmark
- Rolling Returns - Success Rate
- Top Contributors & Detractors
- Sector Allocations
- Top Holdings
- Equity Characteristics
- Call-to-action
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
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Time savings
Advisors report a 20%+ increase in time spent on strategy and goals during client meetings after clients viewed a Storyline episode.
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Retention rate vs. text
Viewers recall 9.5x more content via video compared to reading it in text.
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Average views per client
Each Storyline episode averages 1.7x views per client, underscoring both shareability and value of repeated viewings.*
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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.
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%+
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.
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x
More content recalled via video​
Viewers recall 9.5x more content via video compared to reading it in text.
0
x
Views per client on average​
Each Storyline episode averages 1.7x views per client, underscoring both shareability and value of repeated viewings.*
0
%
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.
See how leading wealth managers are using Storyline to deliver
Al-powered videos that drive engagement and business growth.
Al-powered videos that drive engagement and business growth.
- USE CASES:
USE CASES:
- Storyline has elevated the way we communicate with clients — delivering insights that are timely, personalized, and truly engaging.
“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
