WEALTH MANAGEMENT
Transform client communication across the wealth journey
Storyline provides AI that amplifies your advisors-extending their voice, expertise, and presence.
SOLUTIONS > WEALTH MANAGEMENT
WEALTH MANAGEMENT
Transform client communication across your wealth journey
Deliver personalized, video-driven experiences that deepen relationships, increase engagement, and help advisors scale their impact-without sacrificing the human touch.
Storyline provides AI that amplifies your advisors-extending their voice, expertise, and presence.
Portfolio Reviews​
Personalized performance summaries for every client​
Financial Plan Summaries​​
Provide clear narratives and convert insights to actions
Market Commentary
Deliver timely market insights clients will engage with
Investment Proposals​
Turn legacy pitch decks into personalized experiences
Improve Client Understanding
Simplify projections, assumptions, and strategies into narratives clients can absorb and act on.
Accelerate Better Decisions
Align clients earlier—so meetings focus on implementation, adjustments, and next steps instead of re-explaining the plan.
Align Clients Before Decisions​
Long-Term Retention
Clearer planning communication builds trust, reinforces advisor value, and supports stronger long-term relationships.
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
Time savings
Advisors report a 20%+ increase in time spent on strategy and goals during client meetings after clients viewed a Storyline episode.
Retention rate vs. text
Viewers recall 9.5x more content via video compared to reading it in text.
Average views per client
Each Storyline episode averages 1.7x views per client, underscoring both shareability and value of repeated viewings.*
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.
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.
More content recalled via video​
Viewers recall 9.5x more content via video compared to reading it in text.
Views per client on average​
Each Storyline episode averages 1.7x views per client, underscoring both shareability and value of repeated viewings.*
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.
Al-powered videos that drive engagement and business growth.
- USE CASES:
- 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
