Storyline provides wealth‑management firms with an AI‑powered platform that automatically generates short, hyper‑personalized video updates using client portfolio data, market insights, and compliance‑approved scripts. The service lets advisors create, customize, and distribute compliant video content at scale, boosting client engagement, recall, and overall growth.
Funding
Funding not disclosed
Founders
Product
Problem
Financial advisors and wealth management firms struggle to deliver personalized, engaging client communications at scale, often relying on static text and PDFs that result in low client engagement and high manual effort.
Solution
Storyline uses generative AI to create short, hyper‑personalized video episodes that summarize portfolio performance, market insights, and financial planning recommendations. The platform automatically populates video scripts with client‑specific data, applies pre‑approved compliance templates, and renders the content as a polished video that can be embedded in emails or client portals. Advisors receive a web interface to select data sources, customize visual styles, and trigger video generation with a single click, freeing them to focus on strategy rather than content creation. Integrated approval workflows and audit trails ensure every video meets regulatory standards without manual oversight. The resulting videos achieve higher open rates, click‑through rates, and content recall compared with traditional text communications, helping firms deepen relationships and drive growth.
Target Audience
Primary customers are wealth management firms, private banks, and financial advisory practices that need to deliver frequent, compliant client updates at scale.
Features
- AI‑driven script generation that ingests client portfolio data, holdings, performance, and cash flow to produce a tailored narrative
- Pre‑approved compliance templates and built‑in routing for automatic legal review and audit tracking
- One‑click video rendering with customizable visual styles, branding, and call‑to‑action overlays
- API and native integrations with wealth‑tech platforms, CRM systems, and email marketing tools
- Analytics dashboard showing view counts, engagement metrics, and ROI per client segment
- Scalable batch processing to generate personalized episodes for entire client bases on a regular schedule