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Send personalized videos to your HNI clients to engage them better. Engaged clients give feedback. The example shown is a video explainer for a complex financial product.
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Interact with HNI clients with Call To Action buttons within the videos. The example shows a “download brochure” that gives detailed information about a financial product.
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Video use cases to engage HNI clients: financial product explainers, portfolio review videos, event invites, market commentary, etc.
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Collect HNI clients’ investment preferences and feedback from existing digital touch-points. The example shows Call To Action buttons within a video.
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Call To Action button examples: Download product brochure, request callback from financial advisor, feedback form, interactive polls, etc.
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All client communication - emails, videos, podcasts, articles, and PDFs made interactive with EnrichVideo.
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Email alerts are sent to financial advisors based on HNI client content consumption and feedback given.
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Insights are created from clients’ actions to help financial advisors serve HNI clients better.
Product Description
About this Product
HNI client engagement with actionable insights for financial advisors:
- Increase HNI client engagement by 5x with personalized videos, visual stories, feeds.
- Capture clients' investment preferences and feedback from existing digital touch-points.
- Actionable insights for financial advisors based on HNI clients' online behaviors.
About Amigobulls Inc
EnrichVideo by Amigobulls enables financial institutions to create seamless HNI client experiences, increasing engagement by 5x. The new normal has accelerated the need to go digital without losing the personal touch. Also, most digital client communication today is one-way. EnrichVideo drives client engagement with personalization and interactivity. All client communication - emails, videos, podcasts, PDFs are made interactive, enabling financial advisors to capture clients’ investment preferences and feedback from these existing digital touch-points. The platform learns from clients' online behaviors and brings actionable insights for financial advisors. Leading global banks are using EnrichVideo to engage with their clients. With the founding team's deep understanding of the finance domain and technology, the company also works as an "innovation lab on hire" for HNI client engagement.
Product Details
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Category
Serving RIAs Since
Discount for Schwab Clients?
0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.