Personalized Video
for Banking

Understanding new financial products and services can be challenging, but Personalized Video makes the onboarding process simple and pleasant — especially critical early in the banking customer journey, when churn rates exceed 20%.

Personalization shows you care about your customers as individuals. And video (which consumers overwhelmingly prefer for explaining complex info) is ideal for products like mortgages and escrow. Together, they set the right tone for a strong relationship.

Leverage what you know about your customers to deliver offers customized for them.

From credit cards to loans, Personalized Video makes new products attractive, relevant and easy to understand.

Thanks to cutting-edge Interactive Video capabilities, you don’t even need customer data. Viewers can input their own requirements, generating a new offer in real time. These on-demand videos drive conversions because the offer is perfectly tailored to the individual — at that exact moment.

For something extra special at the end of the year, send customers a personalized recap of their activities or benefits. Compare their numbers to previous periods or customer averages to make things more interesting.

A personalized highlights reel is a great way to grow loyalty and get people excited about the next year as your customer — and it’s been shown to increase social share rates 5x.

Interactive Personalized Videos are like a face-to-face session with every customer, only scalable. Answer common questions you know similar customers will encounter. As they share new info or interact with their video, it updates in real time.

Customers get answers fast and you offload unnecessary calls. Everybody wins.