How To Leverage Personalized, Interactive Video In Wealth Management

by | Feb 24, 2022

Provide the Personal Touch – at Scale

Investors are happy to use online channels for day-to-day transactions, but when it comes to making important or complex decisions, they still prefer the ‘personal touch.’ They want to engage with an advisor to assess and address their specific needs.

Complex information isn’t always easy to digest though, so wouldn’t it be great if an Advisor could augment their advice with an interactive, information rich, personalized video?

Online brokerages could also leverage the power of personalized, interactive video to help the investor make the best investment decision. This would improve engagement on the direct investing platform, which in turn enhances investor experience and builds loyalty.

Both advisor focused and self-directed wealth firms can leverage the power of video to create engaging, interactive content that cost-effectively delivers personalized investor care and maximizes ROI at scale.

Interactive, personalized video gets the attention of investors and is ideal for use across the customer journey for onboarding new clients, explaining complex information, providing investor education and so much more!

It has been proven that video visually engages customers and personalization is a powerful way to deliver information and offers that resonate.

 The Proof! 

72% of customers prefer to watch a video rather than read text to learn about a product or service.

90% of customers who receive a personalized video report greater satisfaction with, and a better understanding of, that company’s products and services.

Personalized interactive Video

Using a pre-defined workflow, personalized video can:

  • Simplify complex information
  • Gather input
  • Perform simple calculations
  • Change the flow based on viewer’s input
  • Deliver a customized offer
  • Direct viewers to contact your team

Furthermore, you can design the workflow to suit your needs and to augment tasks performed by your in-person team.


Here are examples of how your wealth organization can leverage the power of personalized, interactive videos:

  • Welcome and onboarding – deliver a personalized onboarding video to help clients get familiar with their new investment selection and how to engage with you
  • Personalized video statements – delivered within a personalized email and recipients simply click the enclosed link to access their unique video statements. This could reduce calls to support as well as to Advisors.
  • Up-Sell Opportunities – personalized video can explain investment details and product options bespoke to each client, increasing engagement, conversions, and investor retention
  • Data Gathering – wealth management organizations can gather insights about their investor interactions with the video, and can track their activity as a result of them engaging with the experience
  • Paperless adoption – deliver a personalized video explaining the paperless adoption process and the benefits of switching to digital

Learn how Doxim CCM Interactive Video can augment your operations, satisfy investors, and boost your bottom line! Schedule a demo


How are personalized, interactive videos created?

Videos are personalized in the same way an email or document is personalized. The individual’s data is inserted into a predefined workflow or template. This way, the video can address the recipient by name, provide information that is only relevant to that person, and take them on a customized journey.

Interactive capabilities let the viewer make selections to shape the flow of engagement-responding to questions, providing information (they can click a button or input data), and approving outcomes.

The end result is a highly personalized offer tailored to the viewer’s specific needs and choices. This is the digital, on-demand experience that investors desire – and it also delivers excellent benefits to your operations and your bottom line.

Personalized, interactive video benefits both wealth management organizations and investors

By using interactive, personalized videos to enhance investor experience, you can count on the following benefits:

  • Augments personalized advisor advice to ensure a great investor experience
  • Guides the investor on how to use other digital services, or connect with the appropriate support to resolve an issue before it escalates
  • Gathers in-depth information on how investors engage with the information in the video and use this information to refine future communications.
  • Get a measurable, improved return on investment (ROI) based on increased investor engagement, conversion, purchase, enrollment, etc.

67% of customer churn is preventable if the issue is resolved at first touchpoint. Personalized, interactive videos proactively address churn triggers at every touchpoint.

$1 Call center services cost approx. $1/minute. In contrast, personalized, interactive videos cost-effectively scale digital customer service, providing personalized support and interactive elements for self-serve customer care

Doxim CCM clients can leverage personalized, interactive video technology to deliver engaging statements and communications

Doxim CCM leverages our client’s existing data to deliver personalized, interactive video experiences at scale. Unlike other bespoke and expensive solutions, Doxim CCM Interactive Video delivers low cost, 1:1 videos from a template that has proven to be effective and yields maximum ROI.

The visual engagement and real-time interactivity made possible through video, provides the ‘personal touch’ that drives increased customer satisfaction, better engagement, and high conversion rates. 

Doxim CCM Interactive Video is a must-have for any organization wanting to improve customer engagement.

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Scott Biel
Chief Revenue Officer
Scott has 25 years of experience in Customer Communications Management (CCM), with a primary focus on delivering exceptional results for the financial services industry. In his current position as CRO, Scott oversees all revenue-generating activities and works closely with executive leadership, sales, solutions and partners, to develop and execute a revenue strategy that further positions customers and the business for maximum shared success. He leverages his extensive knowledge of CCM, regulated and financial services to improve customer experience, drive operational effectiveness and achieve cost optimization through digital technologies.

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