Woman In The Garden
Woman In The Garden

Portfolio Video Briefs

The Gap

Wealth management firms have invested heavily in client communication: well-designed reports, polished dashboards, regular relationship/wealth manager touchpoints. The infrastructure is good, but the problem isn't the quality of what's being sent, it's how clients actually consume it.

Most HNWI clients are busy people. They skim. They open the report, glance at the headline numbers, and move on. They mean to go back to the dashboard, but often don't. Because reading a detailed document requires time and attention they rarely have at the moment it arrives.

Video changes that dynamic entirely. A two-minute briefing that speaks to them directly, with their name, their numbers, their portfolio, requires nothing from them except to press play. They don't need to find the right page or parse the right table. It lands properly, in the time it takes to pour a coffee.

Wealth management firms have invested heavily in client communication: well-designed reports, polished dashboards, regular relationship/wealth manager touchpoints. The infrastructure is good, but the problem isn't the quality of what's being sent, it's how clients actually consume it.

Most HNWI clients are busy people. They skim. They open the report, glance at the headline numbers, and move on. They mean to go back to the dashboard, but often don't. Because reading a detailed document requires time and attention they rarely have at the moment it arrives.

Video changes that dynamic entirely. A two-minute briefing that speaks to them directly, with their name, their numbers, their portfolio, requires nothing from them except to press play. They don't need to find the right page or parse the right table. It lands properly, in the time it takes to pour a coffee.

Capgemini World Wealth Report 2025 states some interesting insights around this:

Capgemini World Wealth Report 2025 states some interesting insights around this:

1 in 2 Next-gen HNWIs report challenges with their relationship managers, specifically citing insufficient reporting, slow updates, and a lack of personalised financial advice.

47% of RMs are dissatisfied with their firm's digital tools and technologies.

Our Solution

We produce a personalised video for each client - scripted from their actual portfolio data, narrated by a trusted on-screen persona. Frequency is yours to set: weekly, fortnightly, monthly. Every video is specific to that client - their name, their numbers, their portfolio movements.

We produce a personalised video for each client - scripted from their actual portfolio data, narrated by a trusted on-screen persona. Frequency is yours to set: weekly, fortnightly, monthly. Every video is specific to that client - their name, their numbers, their portfolio movements.

Each briefing covers portfolio performance vs. benchmark, what drove the movement, one relevant market signal and a simple forward-looking note.

Each briefing covers portfolio performance vs. benchmark, what drove the movement, one relevant market signal and a simple forward-looking note.

Watch the demo:

Watch the demo:

Two options for the presenter :

Two options for the presenter :

Branded AI advisor

We design a dedicated on-screen persona for your firm. Polished, trustworthy, fully yours. Scales indefinitely without consuming any RM's time.

Existing RM Avatar

We build an AI avatar of the relationship manager your clients already know. The briefing arrives from a familiar face, automated.

Delivery - we build to fit your existing channels:

Delivery - we build to fit your existing channels:

Whatsapp

A bot delivers the personalised video directly at the scheduled time. Highest engagement for most HNI clients.

Email

Personalised email with video embedded or linked.

In-app / Platform

Integrated into your existing client portal or app.

What we need from you: A portfolio data export - or your existing in-house analysis output. We align on format and scope upfront. Production is fully on us.

What we need from you: A portfolio data export - or your existing in-house analysis output. We align on format and scope upfront. Production is fully on us.

Why it works

Video retention is 95% higher than text

More than just receiving the information, clients remember it. (The Wealth Mosaic)

Personalization drives deeper engagement

A video starting with client's name and their specific numbers feel attention. Clients who feel attended to stay, consolidate assets, and refer.

It frees the RM, not replaces them

Clients arrive at their next RM conversation already informed. RM time shifts to conversations that actually require them.

It signals where your firm is heading

The next generation entering wealth expects digital-native service as a baseline. This is the visible proof.

How we start

A pilot with 10 clients from your highest-value segment.

One full delivery cycle. We observe open rates, watch completion, and RM feedback on inbound query volume. If the signal is good, we build the automated system and scale. No infrastructure changes.

No long-term commitment upfront. Just a clean test.

A pilot with 10 clients from your highest-value segment.

One full delivery cycle. We observe open rates, watch completion, and RM feedback on inbound query volume. If the signal is good, we build the automated system and scale. No infrastructure changes.

No long-term commitment upfront. Just a clean test.

Work with Us