Clear enough to act on
Explain products, rates and terms clearly enough that customers can take the next step.
Glossary · Financial services
What is personalized video for financial services?
Personalized video for financial services turns the complex moments of banking, lending and wealth (statements, product and fee disclosures, account onboarding, rate changes, decisions) into video generated per customer from the institution's core systems, under the institution's control and measurable end to end.
Banks, lenders and wealth managers communicate constantly, but the messages that matter most (a statement, a rate or fee change, a product disclosure, a lending decision) arrive as dense, compliance-driven text. Customers are left informed but unsure, which erodes trust, increases advisory load, and leaves good decisions unmade. Personalized video for financial services explains each customer's own situation in a format they will watch.
Each video is generated from the CRM, core banking, billing and product systems institutions already run, with business rules deciding what each customer sees: their products, balances, rates, next step and language. Execution is deterministic: the same inputs and rules always produce the same video, with generative AI applied selectively and optional human review. That control is what makes it workable for regulated financial communication, where every disclosure has to be accurate and repeatable.
The evidence comes from insurance, which is regulated in the same way. In a randomized controlled trial across 45,685 customers, Allianz cut churn by 10.9% in a single product flow, measured against its own standard communication, and lifted NPS from 13 to 36 with personalized video at renewal and onboarding. The same engine runs banking, lending and wealth journeys.
Key points
Why it fits financial services
Deterministic, under your control
Deterministic execution keeps regulated communication reproducible; AI is applied selectively with review.
Personal to their finances
Rules tailor each video to one customer's products, balances, situation and language.
Consistent at scale
Accurate, on-brand communication across markets and segments without manual rebuilds.
FAQ
Frequently asked questions
Is personalized video compliant for financial institutions?
Compliance stays your call and your control; what the architecture does is make it workable. Execution is deterministic, so the same inputs and rules always produce the same video, and approved, disclosure-bearing flows replay exactly as approved. AI is applied selectively with optional human review, and your team signs off every word.
What does personalized video look like in retail banking?
The moments every bank already sends: account and product onboarding, fee and interest-rate changes, application status, maturity and renewal notices, and the service messages that vary by customer, product and language. Each becomes a short video generated from the customer's own records, so a rate change arrives as what it means for this account, not as a table of tariffs.
What financial journeys does it suit?
Statements and billing explanation, product and fee disclosure, onboarding and servicing, and decision moments like lending or plan changes, or any other moment where complexity blocks understanding and action.
What data does it use?
It reads from the CRM, core banking, billing and product platforms you already run and applies your business rules to decide what each customer sees. Every video is assembled from scenes your team approved. Different levels of privacy protection are possible, including setups where personal data never reaches the provider's servers.
Get started
Make a complex decision feel clear.
Share a financial journey (a statement, an onboarding, a disclosure) and we'll show you the personalized-video version, generated from your own systems under your control.
- −10.9% churn
- 13 → 36 NPS
- 41–52% click-to-open
Thanks, that's in.
We'll be in touch within one business day to set up your walkthrough.