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Investments & Retirement

Investments

Real-Time Interactive Personalized Video

for Investments & Retirement

Investing doesn’t have to be intimidating.

Whether saving for retirement, a down payment, or other important financial goals, customers often struggle to find the right information they need to feel confident in their investment decisions.

Interactive personalized video (IPV) doesn’t just provide information – it creates an experience.

IPV simplifies complex concepts in a way that is intuitive and easy to follow, tailors information to each customer to meet their unique needs, and empowers them with the data – and the confidence – to make their best investment decisions.

Investing doesn’t have to be intimidating.

Interactive Personalized Video simplifies complex concepts in a way that is intuitive and easy to follow, tailors information to each customer to meet their unique needs, and empowers them with the data – and the confidence – to make their best investment decisions.

Increase Contributions

Use visual storytelling to contextualize confusing financial information and provide recommendations that are completely personalized for each customer.

IPV transforms typically boring financial statements into engaging digital experiences that help your customers better understand their financial health.

Bringing confidence to their decisions, IPV keeps customers tuned into their financial goals. It also lays the foundation for loyal relationship you can continue nurture with video, showing customers how increasing their contributions will create an even better future.

Increase Contributions

Use visual storytelling to contextualize confusing financial information and provide recommendations that are completely personalized for each customer.

IPV transforms typically boring financial statements into engaging digital experiences that help your customers better understand their financial health.

Bringing confidence to their decisions, IPV keeps customers tuned into their financial goals. It also lays the foundation for loyal relationship you can continue nurture with video, showing customers how increasing their contributions will create an even better future.

Increase Customer Understanding & Satisfaction

Eye-grabbing and informative, interactive personalized video is proven to help customers better engage with and understand their investment statements and options.

Use IPV to walk customers through their investment statements, savings goals, and data-driven scenarios based on customer preferences and changes they make to their contributions.

By providing information in a way that is engaging, intuitive and easy to follow, you not only anticipate questions and reduce call center costs but also create a memorable digital experience that enriches the customer journey, leaving them satisfied and here to stay.

%

customer satisfaction when IndiVideo was added to monthly pension statement

%

increase in investment contributions after implementing IPV strategy

%

view through rate means customers are engaged and informed, to the end

Explore case studies

AFP Habitat Pension Statement IndiVideo

Get in touch

We believe in a personal, human connection.

Contact us today to see how we can help you engage your clients and elevate your client experience.