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Contact
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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

Implementation description text goes here
Learn More
Game changer. Storyline delivered exactly what our executives have been asking for. Simple, efficient video briefings about our brand's performance every month.
John DoeLead Analyst, Poppi Beverages
Storyline has revolutionized the way we communicate the success of our Worker's Comp program to clients.
Mike DiMannoCEO, Samuel Hale
Our school has been energized by Storyline's ability to deliver videos that analyze and tell better stories about our Student and Faculty Member performance.
Matthew SchambariPresident, Bishop Manogue Catholic High School
Game changer. Storyline delivered exactly what our executives have been asking for. Simple, efficient video briefings about our brand's performance every month.
John DoeLead Analyst, Poppi Beverages
Storyline has revolutionized the way we communicate the success of our Worker's Comp program to clients.
Mike DiMannoCEO, Samuel Hale

Security and Storyline are synonymous

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

1-833-Storyline

Storyline AI Inc.
30745 Pacific Coast Hwy Ste 21
Malibu, CA 90265

Market Segments

WEALTH MANAGEMENT

ASSET MANAGERS

TECHNOLOGY PROVIDERS

TAX & ACCOUNTING

BROKER DEALERS

RETAIL BANKING

Company

Copyright 2025 Storyline AI Inc. All rights reserved.