MALIBU – FEBRUARY 25, 2026 – Storyline, the leader in transforming traditional financial information into video-first client experiences, and Precept, the innovator in unified fintech data connectivity, today announced a strategic partnership designed to harmonize complex data architectures with personalized client delivery. This collaboration establishes a new benchmark for data readiness, allowing financial firms to convert fragmented portfolio and planning data into real-time, AI-powered video narratives at unprecedented scale.
The partnership addresses the primary bottleneck in modern wealthtech: the friction between siloed data sources and the need for high-frequency, personalized communication. By leveraging Precept’s comprehensive integration platform, Storyline can now access a “treasure map” across various platforms and schemas. This ensures that the data driving Storyline’s AI-powered video episodes—including portfolio reviews, financial plan summaries, and market commentary—is accurate, refreshed, and ready for deployment without the traditional engineering hurdles.
Turning Data Into a Strategic Advantage
While many firms struggle with the technical debt of legacy integrations, the Storyline and Precept collaboration flips the script, treating data connectivity as a strategic accelerant rather than a constraint. Key benefits of the partnership include:
Real-Time Data Readiness Precept serves as a strategic “treasure map” providing Storyline with instant visibility into data specifications across all major wealthtech platforms.
Accelerated Implementation: By providing point-and-click validation, the partnership reduces late-stage integration surprises and shortens the path from concept to client delivery.
Hyper-Personalization at Scale: The unified data view allows Storyline to generate “snackable” video content that is fueled and enriched by the most current financials, ensuring clients receive the most timely and relevant insights.
“As we push toward a video-first communication standard, the biggest risk isn’t design or storytelling—it’s lack of knowing how to pull multiple data sources together and have them refreshed at a high enough frequency to support the experience,” said David Navama, CEO and Co-Founder of Storyline. “The Precept platform provides Storyline with treasure map across platforms, data sources, and schemas, eliminating the friction that stands between our partners, custodians of the data and beginning to generate personalized, AI-powered video episodes at scale. The result? Ensuring our partner innovation and implementation strategies are calibrated from day one.”
Mark Ovaska, CEO and Co-Founder of Precept, added: “We’re excited to support Storyline’s rapidly growing demand to increase their connectivity and coverage across wealthtech data sources. This partnership unlocks faster integrations, shortening the path to value for firms, advisors and clients.”
Together, Storyline and Precept are accelerating implementations and shorteing the path to value — flipping data integrations into a strategic advantage rather than a constraint.
About Precept
Precept provides a unified view for every data source in FinTech, enabling firms to de-risk, simplify, and scale at the speed of their business. By harmonizing disparate schemas and platforms, Precept turns data integration into a repeatable competitive advantage.
About Storyline
Storyline is the leading provider of AI-powered video communication solutions for the financial services industry. Storyline’s patent-pending episode generation helps financial firms deliver personalized, data-driven reporting, plan summaries and event-driven insights to clients through white-labled interactive video experiences.
Media Contact:
Precept Mark Ovaska, mark@precept.io
Storyline Jesse Kouffman, press@storyline.com