Personalised Video for Advisors
Change the way you communicate to see a change in your results, for the better.
Have you ever hoped for your members to be more engaging every time you send a campaign but all you ever hear is …. Nothing. There’s a quote that goes around saying, “If you always do what you’ve always done, you’ll always get what you’ve always got” (Henry Ford). We can’t agree more with what he said. Below we share why.
Just like any other emails that your members receive, if you’re sending it in the same format as you’ve always done but never achieved great results, what else to add that doesn’t help is that you’re sending it in the same format as everyone else that your members are subscribed to - including spams, sadly. When you have limited time to capture your member’s attention, blending in doesn’t help.
If you have about 3 seconds to capture your member’s attention and make sure you have the best chance of capturing their attention which can help guarantee an engagement with your content rather than click on that ‘trash’ button, you’ve got to make your campaign stand out from other emails your members receive.
Imagine yourself as a member. How often do you receive an email that is unique in a video format, and not only that, it is personalised to you. We would guess nearly never?
This is why the personalised video tool could be a game-changer for your firm and something that would capture your member’s attention. With our personalised video tool, sending video campaigns does not translate to more work. It translates to getting engagement and more improved results. We share how it can all be done below.
When thinking of creating a personalised video for each member, it sounds like a very long process. Let us introduce you to our personalised video technology where the process is nothing but very simple.
This solution is an answer to ensuring that your updates to your members will BE and LOOK more interesting, and one where you can feel 100% confident about providing compliant calculations.
If you want your updates to be engaging for your members, a personalised video solution is your answer.
⭐ x5 more engagement from your campaign
⭐ x10 better conversion rate
⭐ x8 higher click-through rate
Personalised Video is a perfect solution for you if:
✔ You’re looking to create masses of personalised video
✔ You’re looking to ensure that your members will be interested in the information you send to them
✔ Adding a personal touch to their updates
✔ Spend as little as 1-2 minutes per video
✔ Unrivalled pedigree in providing compliant calculations
About Personalised Video
Our personalised video technology allows your firm to choose how this can be communicated to your members.
From Provider to members
Videos are sent out in bulk to your members but truly personalised to each one of them. If your firm is looking for methods to make updates to your members very personal, consider using personalised video.
We work with you to create a unique video experience and populate with any calculations or planning tools you need to complete the journey.
You can add a call to action at the end of the video to make it easy for customers to do business with you.
From your firm to members
This option is perfect for firms that do not wish to cut out the communications between members and your firm. If your firm is looking to add a personal touch to updates sent to your members, consider using personalised video.
You may log in and tailor the video. A personalised video will be generated for the said customer and sent out directly from your firm! It takes minutes.
Should you require a call to action after watching the video, there is also an option to do so.
Features
👍 Greetings: Capture your member’s attention in 30 seconds through engaging introductions.
👍 Add texts: Add any message of your choice, anywhere within the video to help you share your message across.
👍 Add images: If visuals help you better explain the information.
👍 Add audio: Using a pre-recorded library of recorded names or complex audio adjustments.
👍 Editing: Auto-editing sequence orders or removing/adding chapters to ensure all video content is relevant for the viewer.
👍 Email templates: You may use our email template or create your own to send your campaigns.
👍 A clickable call to action: To help encourage engagement to take an action.
Why you’ll LOVE Personalised Video
👍 Back-end personalised to your needs for adding the relevant content
👍 Graphics or motion graphics personalised to your branding
👍 Option to send your campaign directly from our personalised video tool or manually send it from your firm’s emailing system
👍 Fully trackable analytics helping you see the success rate
👍 GDPR compliant
Key features
✔ Full digital solution bringing this process online
✔ Video setup may be customised to match with your branding criteria
✔ Personalised Video is one of the modules in Planning Tools, and can be integrated with other tools for end-to-end experience
✔ Unrivalled pedigree in providing compliant calculations
✔ Increasing members’ engagement
✔ Time-saving
Provide your members with an engaging experience to help you increase the engagement rate
What’s in it for you
✔ Save time
✔ Go paperless
✔ Increase members’ engagement
✔ Flexibility to for the video to either be sent from advisors or directly from the video software
✔ A few simple clicks and voila, a video is generated for members
✔ No complications - it really is very simple
✔ A perfect way to show your members’ that your firm is ahead of the technological curve!
What’s in it for your members
✔ A more engaging method of informing and interacting with members
✔ Information will never be lost in the post
✔ Help members better digest complicated numbers and information
✔ Visual is proven to help members remember the information better and can help create a stronger emotional reaction towards the information being presented to them
Hosting
Saving the cost and hassle of hosting applications, CTC typically provide its applications under a SaaS model. We are however equally comfortable supporting an on-premises deployment.
