CSI Accounting & Payroll blends 1:1 video with AI Avatars to scale communication, enhance shopper engagement, and enhance productiveness whereas easing on-camera obstacles.
When videographer Jordan Sanders joined CSI Accounting & Payroll, a small enterprise accounting agency primarily based in Minneapolis, the crew was within the midst of redefining its function as an accounting accomplice. They wished to assist purchasers develop — not simply steadiness the books. So that they teamed up with IMPACT, the company behind the They Ask, You Reply framework to set them down the suitable path.
The enterprise believed in video as a robust instrument for bringing the framework to life – educating clients and constructing belief by genuine connection and storytelling. Additionally they noticed a chance to scale their video technique with AI. For Jordan, that meant mixing 1:1 video with rising instruments like Vidyard’s AI Avatars to make communication sooner, simpler, and extra private at each stage of the shopper journey.
We sat down with Jordan to speak about how CSI Accounting & Payroll is balancing authenticity and innovation — and what he’s discovered about utilizing avatars to scale actual, human connection.
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How did you come throughout AI Avatars?
We first noticed avatars showcased at an IMPACT convention a couple of years in the past and thought they have been fascinating. We made one for our CEO, Brian Paulson early on, then put it on pause till the tech began enhancing — and it actually has. Considered one of our first massive makes use of was a video on our homepage explaining who’s a great match for our enterprise.
We have been already long-time Vidyard customers, particularly for internet hosting and video messaging, so integrating avatars into that workflow was a no brainer. We appreciated the concept of getting every little thing in a single ecosystem — it simply made sense.
Did it’s important to overcome any inside fears when introducing avatars to the enterprise?
There’s at all times hesitation round video. Individuals assume it’s inconvenient or fear about being on digital camera.
With avatars, the lightbulb second occurs once they understand they’ll nonetheless create video content material with out stepping in entrance of the lens each time.
How are you utilizing AI Avatars at the moment?
Proper now, we’re principally utilizing AI Avatars for inside movies. They’re an ideal icebreaker and introduction to the tech. Considered one of our sellers and one among our accountants even have avatars which they use for shopper communications, like assembly confirmations and recaps.
I really like the workflow of recording a gathering, utilizing ChatGPT or Fathom to create a abstract, after which turning that into an AI Avatar video on Vidyard.
It helps hold our shopper relationships human and private. We wish our purchasers to see us greater than quantity crunchers!
See extra use circumstances for AI Avatars.
What’s been the client response up to now?
The avatar video on our homepage truly outperforms our hero video by way of retention and views. That’s a giant signal persons are .
I feel the bottom line is being clear about the truth that it’s AI-generated.
When you inform viewers upfront that you just’re utilizing an avatar, they cease questioning and simply focus in your message.
When do you utilize avatars versus 1:1 actual movies?
We’re nonetheless figuring that out, however on the whole: If it’s one thing we’d usually write a protracted e mail for, we attempt to ship an avatar video as a substitute.
They’re good for informational content material — assembly recaps, updates, follow-ups.
Whereas after we’re making an attempt to convey emotion or strengthen a private connection, that’s after we’d encourage a crew member to get on digital camera.
Have you ever seen an enchancment in advertising and marketing productiveness?
Sure, having avatars at my fingertips has been an enormous assist. I can now full movies that might’ve been pushed apart earlier than. The expertise lets me deal with creativity as a substitute of simply manufacturing logistics like how do I get my CEO within the recording studio for an hour.
What recommendation would you give to different entrepreneurs contemplating AI Avatars?
Begin now. Get comfy earlier than everybody else does. There’s undoubtedly an oversaturation of AI content material on the market, but when you are able to do it effectively, that’s the way you’ll stand out. The tech isn’t going anyplace — it’s solely getting higher. And in the event you’re dedicated to video as a long-term technique, you’ll thank your self later for being an early adopter.
Able to strive it your self? Create your personal customized AI Avatar totally free at the moment with Vidyard
