How Video is Reshaping Financial Services

Financial services remains an industry built on relationships and trust. It’s no surprise then that video communication is quickly becoming pivotal in establishing trust while meeting clients’ demands for a more personalized experience.

The financial services industry has a fundamental need for video. Video can offer a more direct form of communication that is specific to their client’s needs, bringing the human element back to trusted advisors’ work in the midst of digital transformation. In fact, it’s already in play across many different areas of the FinServ Industry, such as wealth management, insurance, and banking.

But hindering this adoption has been the increased number of regulations designed to protect investors and the potential impact that non-compliant behavior can have on an organization.

Read Anthony Cresci’s full guest article on Vidyard’s blog as he examines:

  • How personalization is being utilized for marketing and sales videos
  • Compliance challenges for video adoption
  • Tools that address these compliance concerns



Ian Applegate-Olson

Author Ian Applegate-Olson

Ian is the Global Digital Marketing Manager at Theta Lake.

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