Monetary Companies organizations must stability the problem of delivering well timed, related consumer communications at scale whereas preserving belief, assembly compliance necessities, and upholding model integrity.
Purchasers count on customized, human outreach, however advisors are managing bigger books of enterprise with extra service choices than ever earlier than. This implies much less time for customized, participating touchpoints earlier than, throughout, and after every transaction.
Inside monetary providers, it’s often not a one-and-done consumer relationship, which means that every touchpoint helps construct connections, ideally for years to return.
By leveraging progressive instruments and methods, together with integrating video messaging into all communications, groups can construct belief, keep compliance, and create operational effectivity
On this information, we’re going to debate progressive methods corporations like yours can stand out within the digital world utilizing customized video that scales. You’ll be taught suggestions, methods, and methods to investigate efficiency so your group can double down on what’s working.
Safe Video for Monetary Companies
Simply create, share and host movies from a safe and compliant enterprise video platform.
What makes digital promoting in monetary providers totally different
Whether or not you’re a regional financial institution, wealth administration agency, or a FinTech answer, we don’t must inform you that belief is the muse of long-term success on this business.
Handshakes and face-to-face connection will all the time matter, however these in a position to construct rapport and confidence by means of digital interactions will stand out.
Customized video helps groups just do that — in a method that text-based messages can’t. Who’d need to obtain a generic electronic mail that tells you a couple of new service or a video message that exhibits you the way it works?
Greater than another business, compliance necessities form how groups talk. Compliant communication is non-negotiable as groups should navigate by means of a sea of FINRA, SEC, ESMA, and different authorities laws. Groups want instruments that routinely guarantee compliance, not go away them questioning.
Lastly, scalability is a rising problem as groups are anticipated to handle extra offers with extra forms of providers. Advisors need to be attentive and thoughtful to every consumer, however recording, modifying, and manually sending video content material takes time.
However, what if we instructed you that groups can compliantly construct belief at scale by means of video with no further effort?
Vidyard’s Video Agent may help groups just do that. With Video Agent, groups can routinely have interaction prospects and present purchasers with customized AI Avatar video messages primarily based on the actions they take.
Whether or not you’re already utilizing video or have been hesitant to get began, the remainder of this piece will dive into methods groups can combine video efficiently at scale whereas staying compliant.
Digital promoting methods for monetary providers groups
Use video to humanize outreach at scale
Video lets advisors and relationship managers put a human face on consumer communication with out requiring guide effort at each touchpoint.
Vidyard’s 2025 Video in Enterprise Benchmark Report exhibits monetary providers corporations created 189% extra movies in 2024 than the 12 months prior, one of many highest progress charges of any business tracked.
Construct constant touchpoints throughout the consumer lifecycle
If groups had been utilizing video, they’d typically be one-off movies manually recorded, edited, and despatched by particular person group members. High performers would use video whereas newer group members didn’t understand the ability it holds.
However the top-performing groups are shifting to systematic, scalable video creation with constant, on-brand messaging. Think about sending a personalised video throughout each key second: earlier than a digital assembly, hitting relationship milestones, onboarding purchasers, introducing new group members, and portfolio evaluations.
With Video Agent, predictable and customized video is lastly doable.
Use an enterprise platform constructed for compliance and governance
Groups on this business can’t use simply any video device.
They want role-based entry controls, content material governance, and the power to create, approve, and ship compliant video at scale. Whereas there are a couple of Vidyard options that provide these capabilities, Vidyard goes additional with in-depth analytics, video internet hosting, and AI Avatar movies that may all the time keep on with your script.
Video codecs that work for monetary providers advisors
Webcam or “speaking head” movies
Much like how somebody would possibly see you on a Zoom name, these “seflie-style” movies are sometimes finest for customized introductions and first impressions.
One of many easiest forms of video for advisors to implement is a webcam video. On this instance, our very personal co-founder and CTO, Devon Gallaway, made a webcam video chatting with purchasers about evaluations.
Display screen share movies
This fashion of video may help take away ambiguity and help transparency in key moments together with strolling by means of contracts, proposals, portfolio evaluations, or advanced monetary subjects.
This fast display screen share video was made for the Marketo integration with Vidyard. It not solely exhibits extra info than a easy PDF, however because of the ability of display screen recording software program, it educates the shopper curiously and engagingly.
Right here the video creator makes use of display screen share to document a presentation on their laptop whereas speaking to supply an audio clarification.
Hybrid movies
Mix the ability of getting some face-time in whereas sharing your display screen to dive into the small print. Knowledge exhibits that this sort of video will get the very best response price over selfie-style or conventional display screen recording movies.
On this instance of a hybrid video, gross sales skilled Todd Caponi walks a possible consumer by means of a pricing proposal.
When reviewing a contract internally or with third events, attempt a hybrid video to speak by means of any questions or suggestions to make sure your considerations are clear.
AI Avatars
With this new type of video, people can add a brief video of themselves and know-how will create a digital twin for use in hyper-realistic AI-generated movies.
For those who’re hesitant about using AI Avatars, take a look at our piece: Are AI Avatars reliable? What gross sales groups must know
When used accurately and authentically, this video format allows constant, scalable video communication with out guide evaluation. Right here at Vidyard, we require consumer consent to create these movies and apply a label to all AI-generated movies for transparency
Make the most of this format to increase your presence, not exchange it!
Safe Video for Monetary Companies
Simply create, share and host movies from a safe and compliant enterprise video platform.
How Video Agent automates customized outreach for monetary providers groups
We’ve been hinting on the energy of Video Agent all through this piece — however we’ve solely simply touched the floor.
Video Agent is Vdiyard’s AI-powered workflow device that automates customized video engagement at outlined moments. Primarily based on particular pre-defined actions prospects and clients take, we will routinely create and ship customized movies utilizing scripts you approve and AI Avatars of your group members.
Vidyard integrates with dozens of instruments, together with native integrations with Hubspot and Salesforce. With Vidyard and Zapier, groups can now combine Video Agent into hundreds of their present instruments together with Microsoft Dynamics and Slack.
Right here’s the way it works:
- Outline a set off occasion: That is the motion your prospect takes that may begin the workflow course of.
- Generate a script: Groups can have pre-approved video scripts with tokenized variables that insert private particulars like a prospect’s identify or firm.
- Create video: The tech routinely creates an AI Avatar video utilizing the script supplied. Admins can program movies to routinely ship or require approval previous to sending.
- Ship video to prospect: The prospect receives the video by way of electronic mail by means of automation or guide sending by a group member.
Don’t fear, we give your group management over the script, approvals, and if messages are routinely or manually despatched to prospects and clients. You’re in full management!
Now, even when your groups are busy, essential however typically ignored moments like assembly confirmations, onboarding touchpoints, and milestone updates flip into alternatives. Video turns into a gross sales enablement device that touches on key ache factors in-between in-person conferences and real-time communication.
“Video permits us to humanize communication at scale whereas sustaining consistency and belief. As expectations for personalization rise, it’s changing into a vital a part of how we present up throughout the consumer journey.” — Advertising and marketing Government, High-tier Monetary Establishment (Canada)
If we will drink our personal champagne, we use Video Agent ourselves and lowered our assembly no-show price from 13% to 9% by way of customized assembly affirmation movies. Our gross sales reps have discovered utilizing video earlier than gross sales calls, as check-ins with prospects all through the gross sales cycle, and on renewals an ideal playbook for taking video to the following stage.
The distinction is not only personalization, however predictability that turns micro-moments into credibility, belief, and confidence.
Vidyard AI Gross sales Script Generator
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Compliance, governance, and accountable use
Right here at Vidyard, we perceive that monetary service organizations want instruments and tech which have the required guardrails to maintain them on monitor.
These particular options of Vidyard present confidence and readability for companies like yours:
- Content material governance: Organizations can outline and approve scripts, video content material, and AI Avatars earlier than they’re utilized in any automated or client-facing communication.
- Position-based entry: Permissions will be managed by function or group, controlling who can create, edit, and deploy video.
- Transparency and disclosure: Vidyard helps clear indication when AI-generated video or AI Avatars are used, supporting client-facing disclosure expectations.
- Safety and information dealing with: Video creation, storage, and supply observe Vidyard’s established safety practices in step with enterprise and monetary providers necessities.
How does Vidyard help compliance necessities in monetary providers?
Vidyard is constructed with monetary providers corporations in thoughts, providing an enterprise video platform that checks the containers for safety and compliance.
This issues as a result of regulated corporations are on the hook for strict oversight from our bodies like FINRA, SEC, and FCA, all requiring that video communications be supervised and verified as clear, honest, and never deceptive.
For those who’re utilizing Video Agent, gross sales organizations can evaluation and approve scripts earlier than a video is ever.
Each video goes by means of this approval workflow first, and as soon as cleared, it’s saved in a WORM-compliant archive with full eDiscovery help — so corporations aren’t simply staying compliant right this moment, they’re coated for no matter comes up down the street.
Video analytics, CTAs, and integrations
We’ve coated the fundamentals on the subject of including video messaging to your gross sales course of, however if you would like much more replies and engagement and to measure influence, think about using in-video calls to motion (CTAs), video analytics, and system integrations that may take your group to an entire new stage.
- Video CTAs: Drive subsequent steps from inside the video (e-book a gathering, reply, go to a web page) with in-video hyperlinked CTAs.
- Video analytics: Observe views and engagement, push information to CRM to measure video towards pipeline, and know who watched, how lengthy, and what to observe up on.
- Integrations: Vidyard integrates with the instruments FinServ groups already use like Salesforce, Dropbox, LinkedIn, Outlook, and dozens of others.
Check out our Video Agent Hub for gross sales coaching, methodology, and gross sales methods your group can use to face out in each dialog.
Improve your success with Vidyard
FinServ groups want to speak in a method that’s private, constant, and compliant at scale. Video, if achieved proper, solves for all three whereas constructing belief and credibility with each prospect and buyer.
You need and wish a video platform that has a strong basis whereas additionally with the ability to develop and broaden along with your wants, new know-how, and regulatory necessities.
Dive deeper into how Vidyard works with monetary service groups or discover a while with our group to debate your objectives, wants, and considerations right this moment.
Safe Video for Monetary Companies
Simply create, share and host movies from a safe and compliant enterprise video platform.
Continuously requested questions
What’s the distinction between Video Agent and recording a video myself?
Recording manually means sitting down and crafting a message every time — intentional, however time-consuming at scale for gross sales professionals.
Video Agent streamlines that course of by triggering pre-approved video content material at outlined moments like assembly confirmations, onboarding steps, or follow-ups, with out anybody needing to press document. Constant, well timed communication not is dependent upon particular person availability, it routinely occurs.
Can monetary providers groups use AI Avatars in client-facing communication?
Sure. Vidyard designed our AI Avatar know-how with client-facing communication in thoughts. Every avatar is constructed from a 90-second coaching video of the true individual it represents, requires their consent, and each video carries an “AI-Generated” label so purchasers know precisely what they’re watching.
Pair that with Video Agent workflows and advisors can scale customized outreach throughout their whole e-book of enterprise whereas staying compliant and constant.
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This publish was initially revealed on September 14, 2021. It was up to date on March 24, 2026.
