20 Video Examples From Wealth Management Solution, Systems & Platforms

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Wealth management includes advising a person with accumulated wealth on ways they can invest it so as to maximize returns and also derive additional benefits such as covering life, financial interest and save tax. Wealth manager helps a client construct an entire investment portfolio & advises on how to prepare for present & future needs. With both wealth & financial planning, more value can be generated out of your current assets. Different kinds of a financial professional can claim the title like advisors, brokers & private bankers etc. Video marketing is increasingly being referred by wealth management solutions to market their offering and reach new clientele.

Wealth management is the efficient management of an individual’s or businesses financials and assets to sustain and grow long-term wealth. Wealth management includes investment management, financial advisory solutions which help support wealth creation and preservation.

In this article we look at 20 Video Marketing examples from wealth management solutions & systems that are on the spot. Watch these videos to get ideas for marketing your own wealth management solution. Here we go :


PTM Wealth Management Solution Video
Type : Infographic Wealth Management Solution Example

PTM wealth is one of the nation’s leading financial services and a publicly traded company, which manage both wealth & investment. They facilitates multiple financial services to make your client smart decisions to enhance their lives i.e. retirement income planning, education, insurance, estate planning, & investment management. The wealth management solution video demonstrates how PTM Wealth exemplify the importance of financial planning, and highlights the approach and tools utilized to secure your future.

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Steele Capital Wealth Management Solution Video
Type : Infographic Wealth Management Solution Example

Steela capital guide you in making the right decisions and help to empower their clients financial information. It provides an array of financial services including asset management, financial life management,long term medical care & retirement plans etc. It facilitate an simple platform displaying summary of all your asset & liabilities with estimated net worth. The wealth management solution video showcase how with this compatible technology, sizzled with Steele’s years of experience, render you with extensive financial freedom.

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Pioneer Private Wealth Management Solution Video
Type : Whiteboard Wealth Management Solution Example

Pioneer group is an independent pioneer company offers Wealth Management and Planning service. They provide portfolio management & family office services by licensed & experienced wealth managers. Their vital amalgamation with multiple banks and investment platforms facilitate you with various unique financial & investment solutions. The wealth management solution video show, how pioneer helps out their client’s wealth as a financial custodian and ensure them with financial peace of mind for life.

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Redbourne Wealth Management Solution Video
Type : Whiteboard Wealth Management Solution Example

Redbourne is a small independent financial planning and wealth management company, concentrate on durable relationships with their clients. This hires financial planners only specializing in advising family businesses and professional. They manage wealth ensuring tax efficient, well managed, low cost and aimed at achieving client’s financial goals. The Redbourne wealth management solution video highlights which highlighted the services they can offer their clients in an easy to understand and visually stimulating manner.

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FactSet Wealth Management Solution Video
Type : Infographic Wealth Management Solution Example

FactSet is a leading provider of financial data and analytic applications for investment management and investment banking professionals around the globe. It’s solution for wealth managers combines portfolio, markets, and multi-asset class security analysis all in a single, intuitive platform. Watch the wealth management solution video to see why wealth managers are partnering with FactSet at factset calm board / wealth managers.

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Yodlee Wealth Management Solution Video
Type : Infographic Wealth Management Solution Example

Yodlee provides unified access to wealth data from the largest collection of global financial institutions. Yodlee personalize solutions, integrate client’s data and financial applications in one platform, which enable you to view your client’s & financial life. Financial advisors can get a clear picture by viewing client’s financial data, financial situations and personalize advice, suggestion, and product offerings to help investors meet their goals. The wealth management solution video explains how Yodlee facilitate features by aggregating data & application for better control on wealth.

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Temenos Private Wealth Management Solution Video
Type : Typography Wealth Management Solution Example

Temenos is an independent company specializing in enterprise software for banks. Temenos Private Wealth Management Software Solutions is Central to delivering high performance with a range of its services that provide an integrated approach to financial service processes and service provision, CRM, portfolio management, performance, asset allocation and data management. It is a proven, world-class wealth management software partner that delivers to their clients what’s promised. With Temenos you can lower your costs, maximize your profitability and add compelling competitive edge to your finances. The wealth management solution video shows how Temenos solutions give you the confidence to take your private wealth management and private banking operations to the next level.

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Sonata Wealth Management Solution Video
Type : 2D Wealth Management Solution Example

A next generation wealth management administration system, Sonata recognizes that strong customer relationships underpin long-term, sustainable business success. The application enables you to connect and engage with your clients anytime, anywhere, using their choice of device. With Sonata responding to changing client needs and market developments is fast and easy. At the same time, Sonata will help your business maximize efficiency and reduce operating costs. The wealth management solution video represents Sonata as a unified wealth management solution with deep functionality allowing managers to deliver innovative products.

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Emirates NBD Wealth Management Solution Video
Type : Infographic Wealth Management Solution Example

Emirates NBD offers its clients a comprehensive suite of bespoke investment and wealth management advisory solutions complemented by a personalized red-carpet banking experience. Their investment experts identify opportunities for their esteemed clients to grow and preserve their wealth based on strong convictions resulting from deep local & regional expertise combined with a global outlook across asset classes, sectors and geographies. The wealth management solution video displays how Emirates NBD delivers unmatched client solutions and excellent customer service while optimizing your wealth.

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Thomson Reuters Wealth Management Solution Video
Type : 2D Wealth Management Solution Example

Thomson Reuters investment management solutions can help you respond to volatile investment climate and intensified competition for clients with sophistication and efficiency. They deliver the trusted financial intelligence necessary to support your business, and provide integrated market access and flexible technology solutions that allow you to leverage our value in the way that’s most convenient for you. The wealth management solution video details how Thomson Reuters can provide you the information and tools you need to drive decision making across your investment organization.

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Making of a Video : View the Process of Making Google Allo's Video

Align Wealth Management System Video

Type : 2D Wealth Management System Example

At Align Wealth Management, their business is the delivery of objective fiduciary advice resulting in simple & elegant wealth management solutions. Their clients consist of a discerning group of individuals, families, and small business owners. Their team is composed of a unique blend of highly credentialed professionals with decades of wealth management experience. The wealth management system video shows how Align Wealth Management offers valuable investment informations.

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Valmont Wealth Management System Video
Type : Typography Wealth Management System Example

Valmont Wealth Management Group offer comprehensive wealth management services to an exclusive group of high-net-worth clients. By keeping their clientele small, they deliver the highest quality service. They pride themselves on building strong, long-lasting relationships with their clients and their clients families. Their core values of trust, communication and mutual respect underlie everything they do. The wealth management system video portrays the benefits of using Valmont and how they cater to their customers wealth efficiently.

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InvestEdge Wealth Management System Video

Type : 2D Wealth Management System Example

InvestEdge is a leading provider of wealth management solutions to large banks, trust companies, brokerage firms, and financial advisors. The InvestEdge integrated wealth management platform consolidated access to the information and tools that advisors, investment officers, performance personnel and compliance professionals need to achieve optimum productivity, profitability, and client satisfaction. The wealth management system video shows how InvestEdge prioritizes the needs of their customers and serve them with full sincerity.

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Swiss-Asia Wealth Management Platform Video
Type : Character-based Wealth Management Platform Example

Swiss-Asia provides an external wealth management platform for private bankers. It allows seasoned Private Bankers with extensive client bases to become external Wealth managers and allows them to work more efficiently to focus uniquely on their client relationships, whilst leveraging off Swiss-Asia’s preferential terms with a panel of over 25 private banks globally. With the external wealth manager platform, private bankers are able to focus on building and maintaining client relationships, whilst optimizing portfolio management and performance, and in the same go, minimizing administrative tasks. The wealth management platform video ensures that with Swiss-Asia’s external wealth managers and the clients are always the center of focus and interest.

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AG Delta Wealth Management Platform Video
Type : Whiteboard Wealth Management Platform Example

AG Delta solutions serve the entire wealth management supply chain for the private, consumer and retail banking segments. They cover the entire value chain from price discovery, pre-at-trade client and product suitability, market connectivity, order request and execution management, lifecycle management, reporting and audit trail to comprehensive data analytics. They create an unparalleled experience and interaction between product providers, dealing + execution desks, advisors + relationship managers, management, compliance and mid/back office.The wealth management platform video shows how AG Delta delivers unique technology solutions for wealth management.

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Thomson Reuters Wealth Management Platform Video
Type : 2D Wealth Management Platform Example

Thomson Reuters Digital Solutions brings together their robust API infrastructure with market leading data display tools and capabilities, delivered by themselves and a network of key technology partners. Together they deliver leading financial market data, news and analytics to wealth management organizations, corporations and leading fintech developers globally. The Thomson Reuters wealth management platform video highlights how they offer best-in-class infrastructure, news and market content that match your business requirements and will delight your customers.

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Holt Wealth Management Platform Video
Type : 2D Wealth Management Platform Example

Holt Wealth Management is an internationally recognised investment company that caters towards individuals looking to achieve a significantly improved return on their capital via managed and secured investment facilities. All over the world we manage the investment portfolios of High Net Worth investors globally. The wealth management platform video displays Holt Wealth Management provides easy to understand structured facilities from some of the most reputable organisations

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Macroaxis Wealth Management Platform Video
Type : 2D Wealth Management Platform Example

Macroaxis is built for investors of all levels who are seeking to increase risk-adjusted performance of their portfolios using solid financial models written in the context of traditional fundamental analysis and practical portfolio theory. Regardless of your background, budget, or investment philosophy, you will find their platform and community useful in building optimal portfolios for yourself, your family or your clients. The animated wealth management platform video shows how Macroaxis delivers personalized wealth management solutions.

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Gold Tree Wealth Management Video
Type : Character-based Wealth Management Example

Gold tree’s wealth management advisory services deliver sound strategic planning and financial advice that enables a smooth transition throughout the various phases of your life, whether it is buying a house, paying school fees or enjoying life’s pleasures in retirement. To maximize your wealth creation potential, they review the effectiveness of your overall financial structure, focusing on tax effectiveness, investment management, cash flow management, asset allocation and potential risks. The wealth management video shows how Gold Tree works with you to create a financial strategy that is based on your needs and objectives.

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Zreya Wealth Management Video
Type : Character-based Wealth Management Example

Zreya Wealth Solutions provides clients with easy to use, simple to understand wealth management tools. They blend technology along with human touch to provide seamless and cost effective money management solutions. The tools they provide simplify your financial planning process. 360 degree view and control on your personal finance is what you can expect by signing up with them. The animated wealth management video shows how Zreya leverages technology to assist you in planning and tracking your financial goals.

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WE CAN CREATE THE FOLLOWING VIDEOS :

  • Overview Video
  • Brand Video
  • 2D & 3D Animated Explainer Video
  • Marketing Video
  • Promotional Video
  • Youtube Teaser Videos
  • Business Use case study Videos
  • How To Videos

Key takeaways from the wealth management solution, systems & platforms examples are :

  • Build a strong creative brief
  • Find a reference video or combine multiple video elements from different sources
  • Work with a company that can understand your video production requirement easily

With the above wealth management solution, systems & platforms examples, it’s evident that companies are fast integrating videos in their marketing campaigns and various other touchpoints. If you are planning to develop these videos, a good start is to develop a brief of what can be the tone and style for your videos. We advise you to be different and unique while you create your messaging through the videos.

We at Advids create custom videos based on your brief. With a complete video production services plan at a fixed price, our design team works right from concept development, to art design and animation. Having created 1200 plus explainers for businesses, our Creative team can help you come up with the right fit. Do talk to us or send us a note on what your company plans to create with for the next video requirement.

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