Transform Your Client Reporting Experience

 

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SHOOT

A simple way to create digital statements that go far beyond what you’re already offering to clients in print.

Engage is a patent-pending application that lets you use video to produce a more captivating client statement. Sound complicated? It’s not.

You don’t need a full professional video-editing staff to make a video that your clients will love. If you’ve got something as simple as a smartphone to go along with a little imagination, you’re ready to get started with Engage.

If you do decide to go all out, we recommend Blu Giant Advisor Studios. They’ll take care of you from the pre-planning stages all the way through post-production of making your video statement look Oscar-worthy.

UPLOAD

Get started with no hassle or complicated workflows to wade through.

Once your video is shot, simply log into Engage and upload your work to get started. Click a few buttons and get ready to build an immersive client statement experience like nothing your clients have seen before.

BUILD

Add gorgeous text and chart overlays.

Using Engage, you can add media into your video that dynamically generates information specific to the client viewing your video statement.

Engage integrates with financial planning software for goals tracking and Redtail for task management, so you can add calls to action in your video and make your statement a true piece of two-way communication.

ENGAGE

Wow your clients and take their experience with financial information to the next level.

Share your customized video with your clients and make statements a personalized, engaging event they’ll anticipate receiving each quarter.