Rich Media

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Phase 2: Building on your financial tools

Phase 2: Building on your financial tools

Phase 2: Building on your financial tools

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You have a financial tool - what's next? It's time to enter Phase 2 and take it to the next level! Add personalized videos, update branding, integrate with AEM and review accessibility.

Check out our suggested next steps when entering Phase 2: Building on Your Financial Tools

Phase 2: Building On Your Financial Tools

1. Add a personalized video

Animated videos are a fun and engaging way to explain financial concepts.

Personalized videos are 16 times higher click-to-open rate.

2. Has your brand changed?

Review and update your tool to make sure the visuals and customer experience stay aligned with your brand’s vision.

3. Create an advisor version

Convert your financial tool into an even better sales tool b having Rich Media build a customized version for your advisors to use with their clients.

4. Add how-to videos

Add How-to videos that walk your advisors through best practices to make the most of the tool.

72% of customers prefer learning about a product through video.

5. Connect to Salesforce and other CRMs

Generate more leads by giving your advisors access to data your customer input into the tool.

6.Intergrate into AEM

Rich Media is an Adobe AEM partner – we will help to seamlessly integrate your financial tool into your AEM environment.

7. Conduct usability studies and focus groups

Rich Media will conduct focus groups and interviews to find out how your tool is being used and identify any opportunities for improvement.

8. Perform accessibility reviews

Accessibility requirements change over time – Rich Media will perform a full review of current accessibility standards and make any necessary recommendations.


Vidyard The State of Video Report
Wyzowl Video Marketing Statistics 2024

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