Our unique video solution harnesses the power of both, by using data to generate unique personalized video communications. From financial information to buying histories, use your data to tailor videos relevant to individuals, not the masses. Connecting and converting, THAT’S the power of personalization.

See Our Examples

401k Statement and Cross Sell: This video functions as a monthly statement that breaks down the highlights of the account. This particular video also includes an up sell portion that attempts to show reasons why a particular client would want to increase their monthly contribution to the plan. Finally, the video provides a cross sell opportunity. The first portion serves as an engagement tool to help customers better understand what they have, and what that can mean for the future. The remaining portion of the video lends itself towards increasing the long term value of the customer by up selling/cross selling them.

Mortgage Statement and Refinance Opportunity: This video provides the mortgage holder with the summary of their current mortgage. In addition, it promotes the possibility of saving money on their current mortgage payment, by refinancing at a lower rate. This video not only engages the client by showing their current mortgage numbers, but also works to entice the customer to refinance to save money, but more importantly, to remain a customer. Everyone’s looking to save money, so if you aren’t marketing to your existing clientele, other companies will be.

Insurance Onboarding: The purpose of this video is to welcome aboard new Health Insurance policy holders. In addition to welcoming them on as a new policy holder, it goes on to explain some of the details that the plan has to offer. For those that don’t understand some of the insurance verbiage, it also helps explain what some of these buzz words mean. Finally, it makes sure the new policy holder is aware of how to reach them if any questions arise.

Credit Card Statement, Rewards & Offers: This video functions as a credit card statement, explaining the monthly balances, and what spend categories the recipient made charges for on their card. Upon engaging the recipient, the video continues to remind them what kind of value the card brings by displaying the reward points, and alerting them to what they can spend those reward points on. The end of the video offers an enticing opportunity for current credit card users to transfer over balances from other cards. The goal of this is to increase the long term value of that particular credit card holder.