personalised videos

Give your customers a unique, personalised and engaging experience that's sure to make an impact.

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What is it?

We can create market-leading personalised financial videos, using our Insight asset model, calculation engine, APIs and data visualisation technology.

These videos give you an opportunity to help your customers better engage with their finances, and make it easier to give them information. Plus, our videos form a seamless partnership with financial planning tools that share the same personalised insights and APIs.

Discover how personalised videos improve customer engagement in this ebook

Pension statement

Designed to replace a paper statement, we consider your user's current pot size, contributions and target, and present their current pension projection.

Our backsolve calculations then suggest specific actions the user can take to meet their target if they are off track.

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Investment risk

Factoring in your user's current pot size and investment risk level, we show how a pot's projection might vary over the investment period.

This video helps your customers understand investment risk in a way that's personalised and relevant to their own situation.

These videos also: support your configuration and use your corporate logo and some branding. You can adjust the content too, letting you maintain brand tone.

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Fin, the digital assistant

Fin is a digital assistant who guides people through data entry, explains results and suggests ways they can improve their outcomes. Fin uses the same technology as our personalised videos and demonstrates the power of our APIs.

As an animated personalised tool, Fin gives people a real-time, interactive experience.

You can try out Fin here

Configure or go bespoke?

If you want to create a unique experience, we can help you write, design and animate a Bespoke personalised video. We offer a number of bespoke categories where you can collaborate with our specialists.

Whether you already have a video in mind or you've got a few ideas floating around, we can help you make it a reality.

Light touch

Whether you want to enhance one of our Product videos or have your own concept ready for development, our specialists can consult on and produce the animation. This package has minimal input from our User Experience team and Business Analysts, but lets you use our APIs and Delivery teams. Depending on your progress, some sections of this process won't be relevant.

Investment advice tool
EValue personalised video theme customisation


Choose this package if your business wants to increase user engagement with personalisation, but the exact details need refinement and user testing. You'll have access to all of our specialists, providing full support from start to finish.

Want to try it out for yourself? Request a demo
EValue personalised video theme full