Finance videos that sort investors
People play it on their phone.
Book a callWhat is a finance video that sorts investors?
A finance video that sorts investors explains one product and lets each viewer pick what to learn first. Advisers get the name of each viewer ready to talk.
How a finance video sorts investors
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They hear it in plain words.
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They pick a topic.
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They ask for a call back.
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Your adviser gets the brief.
What your investor sees
They open it from an ad or email.
The video asks what matters most.
They ask about taking money out.
They ask about the risk.
They ask about returns.
They leave a name and number.
An adviser will call them.
Tap a topic, or keep scrolling.
Our demo for a furniture shop. Yours is built around your product.
What you get
They hear it in plain words.
You see who pressed play.
They open it from an ad or email.
Our demo for a furniture shop. Yours is built around your product.
What do you want to know first?
You learn what is on their mind.
The video asks what matters most.
Our demo for a furniture shop. Yours is built around your product.
Tap a topic, or keep scrolling.
When I can take my money out
Lead with the exit terms.
They ask about taking money out.
What the risk is
Answer the risk question first.
They ask about the risk.
How it earns
Show them how it earns.
They ask about returns.
They ask for a call back.
Name, number and how long they invest.
They leave a name and number.
Your adviser gets the brief.
You see who asked, and about what.
An adviser will call them.
What just happened
- They hear it in plain words. Your path
- What do you want to know first? Your path
- When I can take my money out Available, not taken What the risk is Available, not taken How it earns Available, not taken
- They ask for a call back. Your path
- Your adviser gets the brief. Your path
Your path Available, not taken
WHAT YOU NOW KNOW ABOUT THIS VISITOR
- They went straight to
- They let the video lead
- No preference given
- They opened
- 3 of 3 topics
- They stayed
- 0 min 0 sec
- They reached
- Your adviser gets the brief.
Watching to the end means they are interested.
You know what they care about.
Every lead can go straight to your CRM. Every choice shows on your dashboard. The answers are yours.
Brands we have built for
Every path is written in advance, so compliance approves one script.
Book 30 minutes with Cameron Boon.
- You tell Cameron about your products and who invests in them.
- He shows you how a video like this one would work for your first product.
- You leave knowing what it takes and what it costs.
- No prep needed.
- You pick the time.
- If it is not a fit, Cameron will say so.
- 69% play-through rate
From one AVBOB campaign.
Questions before you book
- Have you done this for a European institution?
- Not yet. Our results are on our work page.
- What do advisers get before the call?
- Name, topic and how long they plan to invest.
- What does a finance video cost?
- It depends on how many products and topics it covers. See what changes the cost.