FINANCIAL SERVICES
Humanize Finance
Finance is personal for individuals, and they want to trust the people who handle their money. By utilizing OpenReel’s enterprise video solutions, finance professionals explain complex topics, humanize the financial services field, and foster relationships with customers.
How Can Financial Advisors Use Video?
Communicate Your Brand
Video empowers financial institutions to establish a brand voice and persona, rather than simply being yet another bank or investment group.
Share Customer Stories
Existing clients can best communicate how your financial services have impacted their lives, providing valuable insight for prospects who want to see a human face and hear a real story before investing their money.
Educate Your Audience
Financial professionals will develop trust by using their niche knowledge to film educational videos and webinars to teach customers how to better understand their finances.
Become a Trusted Source
A regular flow of video content will establish a business as a thought leader in the financial industry, and not simply another financial institution.
Keep Customers Aware
Whether it’s a bank merger, a major change in the economy, or another event that requires crucial information to be shared, use video to keep customers informed of news in the most personal and transparent way possible.
Offer On-Demand Customer Service
Through on-demand webinars, video onboarding, and helpful how-to videos, all financial institutions can humanize their customer service operations with clear video.
"Easy to use, amazing customer support, lovely UX and straightforward steps."
OpenReel's Powerful Video Tools
Are Built for Finance
Project & Asset Sharing
Self Record
Free Online Teleprompter
Project & Asset Sharing
Thanks to a shared asset database, financial advisors can easily record a personal note, stitch it to a pre-made marketing or communications videos, then quickly share with their own network. Or they can find and share the original video, as is.
Self Record
Anyone can choose a professional template, hit record, and deliver a personalized message to their network in just a few minutes.
Free Online Teleprompter
Advisors can write their own scripts and upload to the teleprompter for a seamless, on-message recording. Or project managers, marketing, or comms can send a video request link with a pre-uploaded template, making the entire process even easier for the video Subject.
YOUR VIDEO FLYWHEEL™
The world is watching.
Are you ready to share?
