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Banks and wealth management firms have traditionally been high-touch industries. They rely heavily on the personal touch to manage valuable client relationships. EnrichVideo enables banks to maintain this personal touch while going digital, with personalized and interactive videos.

Winning new HNI clients is tough, keeping them is tougher. With EnrichVideo wealth managers can be in contact with their clients, and collect client portfolio preferences regularly. This enables them to give personalized recommendations that are matching with the client’s investment preferences. It also helps them identify unhappy clients and prevent churn, much before clients move their assets elsewhere.

EnrichVideo is ISO 27001:2013 certified, the international standard outlining the best practices for information security management systems. Leading banks in Singapore are using EnrichVideo to engage with their valuable clients while keeping a pulse on what their clients’ portfolio preferences are.

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  • Data-driven video personalization at scale: EnrichVideo helps banks, wealth management firms, and insurance companies establish a superior client experience across all touchpoints. Drive client acquisition with personalized videos, and onboard new account owners. Engage existing clients with video statements having personalized product recommendations based on client portfolio. Upsell new financial products to engaged clients by sending relevant and personalized product videos.
  • EnrichVideo enables data-driven personalization at scale based on clients portfolio data, CRM information like age, gender, goals, etc The platform can automatically create 1000’s of personalized videos within a few hours. Popular use cases include – portfolio video statements with personalized recommendations, insurance policy renewal videos, personalized product explainer videos. Some of our partners include Finacle and Charles Schwab.
  • In-video Call-To-Action (CTA) button to capture client preferences: Call-To-Action (CTA) buttons placed in the videos can be used for collecting clients’ portfolio preferences, interest in new financial products and also for collecting feedback. Some of the best ways to use CTA buttons in videos are as call-back buttons, feedback forms & surveys, video hotspots, and download/ upload buttons. Interactive videos can also lead the clients to bank/insurance websites or help launch the client app as well. Engaged clients give feedback. One of EnrichVideo’s customers has even got more than 10% of their clients sharing feedback via personalized portfolio video statements.
  • Track & Improve with Video Analytics Dashboard: The real power of any personalized, interactive platform comes in the detailed insights it can offer. EnrichVideo dashboard provides detailed video viewing statistics and client interactions at the individual client level. Detailed analytics include video viewing percentage, device information, channel information (email or SMS), the CTA buttons clicked. Enterprises can know which of their clients have watched the videos, what actions were taken, what the portfolio preferences are so that they can upsell to happy clients and take corrective action with the unhappy clients.




EnrichVideo pricing is not publicly listed. For packaging and pricing information contact the vendor directly.


IIFL Wealth, Hexagon Wealth, Legacy, DBS Treasures

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