Asset Management
Engaging, Actionable Video Reports—Powered by AI.
With personalized videos, asset managers can efficiently communicate fund performance, market insights, and risk assessments, making financial updates more engaging and actionable.
Stronger Client Relationships
Provide hyper-personalized and interactive short-from videos to address individual client needs and preferences, fostering trust and long-term retention.
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.
More Impact, Less Effort.
Increase client touchpoints year-round without increasing workload. Storyline automates personalized video updates, keeping clients informed while freeing advisors to focus on the high-value strategy and relationship building.
Compliance & Security
Our deterministic AI model delivers only the communication outputs you choose, with enterprise-grade security and compliance built in at every stage.
Personalized, AI-powered video series for Asset Management
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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