Personalized Video for Banking

Be the financial institution that connects on a personal level. Build trust and strengthen customer relationships through personalized video. Whether you are a bank, investment firm or credit card company, personalized video empowers your customers and mints results.

Schedule a demo today

Welcome & Onboard Account Holders

Welcome new card holders with a differentiated experience. SundaySky’s personalized video can welcome account holders with personalized experiences that proactively explain new account details, highlight digital tools and resources and provide reward and benefit enrollment opportunities. Account holders will also learn ways to increase engagement on their accounts and get more out of their card.  

Proven Personalized Video Impact:

Educate & Engage Account Holders

Let your customers know that they’re in good hands. Use personalized video to help your customers reach their financial goals by simplifying complexities. Show them the tools, provide insights, and give them an opportunity to consider a bigger financial future. Help each account holder get to his or her unique financial goals. Whether it’s setting up a 401K or planning for 529, SundaySky’s personalized video supports personalization at every life stage. 

Proven Personalized Video Impact:

Learn how T. Rowe Price increases savings contributions

Elevate Customer Care

Use personalized video to support customer care digitally, whether it’s sending fraud alerts, explaining reissue processes, renewing accounts, or offering next steps. SundaySky personalized video programs proactively educate account holders to reduce call volume and increase uptake on digital self-service tools and features.

Proven Personalized Video Impact:

  • Reduce call center and customer care costs
  • Increase awareness of services and NPS
  • Lift mobile app and feature usage

Build Long-Lasting Relationships

Personalized video can explain loyalty program value, and how to earn and redeem hard-earned rewards. Personalized video can use account holder profile and historical and situational data to tailor relevant benefits messaging, whether that’s travel, dining, shopping, entertainment, or sports.

Proven Personalized Video Impact:

Resources & Blog Articles for Financial Services

Blog Post

4 Security Considerations when Choosing a Personalized Video Partner

How to maintain privacy and security of customer data when partnering with a smart video provider.

> Read More
+
Download

Customer Story: Top U.S. Retail Bank

Read how personalized video helps the bank fulfill its new customer-first focus, and create stronger relationships with its card members from the very first touchpoint

Download
+
Download

Banking Personalization in the Age of the Mobile Consumer

Industry Research: Financial Services Q4 2017. Insights into the mobile behavior of the modern consumer

Download
+

Schedule a demo today