Demonstrate Your Value
The Wealth Management industry faces a unique quandary:
Savvier customers with greater access to financial knowledge & tools than ever before;
But also a perceived lack of value & lack of trust in the people & organizations that make up the industry
Now, more than ever, it is critical that you can Differentiate & Demonstrate Your Value to Your Customers - not just by comparing fees or investment performance...
But by offering a better customer experience that will engage & keep them coming back for more - optimizing you for success & growth.
Case Studies & Examples
Following are a selection of examples & demos of Personalized Video Experiences for Wealth Management businesses
Personalized Welcome Video
Investments / Superannuation / Advice - Australian Ethical
Australian Ethical commissioned Visuo to develop a Personalized Welcome Video to provide a better & more tailored experience for new members joining their fund.
Each video is personalized to the member to:
Welcome them to the fund,
Reiterate the value (benefits & features) of being a member, and
Drive CTAs, e.g. rollover, setup investment plan, speak with an adviser, etc.
Personalized Abandoned Quote Video
Insurance - SherpaTech
Insurance is often considered by customers to be a "grudge" purchase with low interest & engagement.
This personalized video was commissioned by SherpaTech to help them recover customers lost during the quotation process.
The personalized video boosts recovery of lost customers by:
Demonstrating understanding of the clients' particular circumstances
Reiterating the value of insurance; and
Driving CTAs to complete the quote process or speak with a team member for more information
Personalized Advice Summary Video
Advice - Concept
Across the financial services industry customers constantly struggle with documents that contain lots of highly technical jargon & legalese.
Instead, videos like this Personalized Advice Summary are an effective, simple & elegant way to provide clients with a tangible & easy-to-understand summary of the key points they need to know or care about.
Ideal for complicated technical documents like T&Cs, product disclosures, statements, etc.
Personalized Client Acquisition Video
Advice / Investment / Superannuation - Concept
Acquiring new clients is one of the most expensive costs for any wealth management business.
Personalized Client Acquisition videos work in real-time as prospective clients are on your digital domains (e.g. website, mobile, etc.) to:
Engage them with personalized content tailored to their needs & profile
Help differentiate & demonstrate your value, and
Drive conversion - book, buy or chat with you
Find Out How We Can Help
See how we can 3X Your Acquisition, Sales & Retention with Personalized Video Experiences.
Speak with our team today!