SmartVideo 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, SmartVideo empowers your customers and mints results.

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Welcome & Onboard Account Holders

Welcome new card holders with a differentiated experience. SmartVideo welcomes account holders with personalized video 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 SmartVideo Impact:

Educate & Engage Account Holders

Let your customers know that they’re in good hands. Use SmartVideo 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, SmartVideo supports personalization at every life stage. 

Proven SmartVideo Impact:

Learn how T. Rowe Price increases savings contributions

Elevate Customer Care

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

Proven SmartVideo Impact:

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

Learn how Citi educates its members about program benefits

Build Long-Lasting Relationships

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

Proven SmartVideo 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.

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Customer Story: Top U.S. Retail Bank

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

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Banking Personalization in the Age of the Mobile Consumer

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

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