AI Videos for Financial Education

Transform product factsheets, financial plans & portfolio updates into engaging & personalized video content for digital brokers, PMSs, and wealth managers

60-second Shorts/Reels

Create short horizontal videos to engage customers on new concepts/products

Personalized Reports

Generate personalized summaries and research, catered to each client's needs

Personalized Video Presentations

Convert client requirements <> financial updates into videos to improve user engagement

And More ...

1. Asset Allocation Explainer Videos
(e.g. “Shifting Asset Allocation to Bonds: Why & Why Now”)

2. Product Selection Assistance Videos
(e.g. "Choosing a Low-Cost Market-weighted ETF: Suggested Options for Your Goals")

3. Portfolio Audit Videos
(e.g."Your 2024 Portfolio Update: Performance & Goal Progress")

4. Scenario Analysis Videos
(e.g. "What if the Market Falls by 20% + Impact on your Retirement Goals")

5. Watchlist Videos
(e.g. "Your Watchlist: New Developments in Products You Follow")

6. Non-English Audio

Types of AI Content

Step into the Future

Our mission is to use AI to make affordable and low-friction financial information available to everyone.

Financial stress can be remedied through financial planning best practices, but most people either (a) can't afford financial planners, (b) procrastinate/avoid best practices that will benefit them.

Video is the most powerful means of information dissemination & behavioral improvement. And generative AI enables personalized video creation at low cost. We hope to use AI content to help users plan for, track and achieve their financial goals.