Wealth Management
The Future of Personalized, Scalable Client-Engagement.
Traditional reports and static presentations fail to engage or leave a lasting impression. Today’s clients expect hyper-personalized financial insights, and Storyline’s AI-powered videos deliver dynamic, customized updates that improve retention and strengthen relationships.
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 Wealth 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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