Wealth Management

#1 Wealth Management Video Platform

Turn financial complexity into client confidence

Deepen advisor-client relationships, grow AUM, and simplify financial planning with AI-enriched wealth management videos that meet every investor where they are in their financial journeys.

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rated 4.4/5 by brands like yours

What can a wealth management video platform do for you?

Video is the most engaging way to guide clients and investors through portfolio reviews and life’s biggest financial decisions. The numbers prove it: personalized video drives 16x higher engagement than static email!

We make it easy for wealth management teams to create, personalize, and deliver pro-quality video content that deepens client relationships.

Unlike generic video tools, SundaySky combines AI-powered video creation with dynamic video personalization to tailor each video to the individual viewer – delivering the right guidance, at the right moment, at enterprise scale.

It’s why SundaySky is the leading wealth management video platform for financial institutions, trusted by Morgan Stanley, Bank of America, E*TRADE, and more.

Trusted by leading wealth management firms & more to deepen client engagement at scale

The video personalization platform built for wealth management

Engage clients with personalization at scale

Create individualized video experiences for every client, prospect, and plan participant – each receiving content personalized to their portfolio, financial plan, life stage, and relationship with your firm.

Grow & retain AUM with pro-quality video

Transform passive account holders into engaged, loyal clients. Personalized video messages help deepen wallet share and reduce asset outflows at critical moments like market volatility, job changes, and life events.

Simplify complex financial concepts

Turn clients into more confident financial planners and investment strategists. Transform confusing topics like asset allocation and estate planning into clear, engaging, visual explanations that supercharge financial literacy.

Create regulatory-ready content

Maintain consistent, approved branding and messaging across all your videos while tracking delivery and engagement for audit purposes. SundaySky is built for highly regulated industries.

Wealth management video solutions across the client journey

    • Make every new client feel like your most important one

      Why send dense welcome packets that no one reads? Whether a new wealth advisory client, 401(k) participant, or 529 account holder, personalized client onboarding videos can guide each person through their specific account features, introduce their advisor or service team, and set expectations for the relationship ahead.

      Key Outcomes:

      • Faster time-to-activation & higher completion of onboarding steps
      • Reduced inbound calls to service centers
      • Greater digital portal & self-service adoption from day one
      • Stronger early engagement that drives long-term client retention

    • Turn statement confusion into client confidence

      Augment dense, hard-to-read account statements with personalized videos that walk each client through their portfolio performance, financial goals, and advisor recommendations. Personalized video is one of the highest-ROI use cases for call deflection and client satisfaction at large wealth management firms.

      Key Outcomes:

      • Significant reduction in post-statement service calls
      • Improved client comprehension of portfolio performance & financial progress
      • Higher client CSAT and NPS tied to critical touchpoints
      • Increased adoption of plan adjustments & next-best-action recommendations

    • Help every client see a clear path to their financial goals

      Deliver personalized videos that connect each client’s financial picture to the goals that matter most to them: retirement readiness, college funding, home purchase, estate planning, or wealth transfer. Show projected outcomes and next steps tailored to their plan, risk profile, and time horizon.

      Key Outcomes:

      • Higher adoption of financial planning services & managed accounts
      • Increased client engagement with goal-tracking & plan review meetings
      • Stronger financial literacy outcomes that support long-term client retention
      • Reduced decision paralysis through clear, personalized visual guidance

    • Use video to keep clients educated & informed

      Proactively address market volatility or new investment opportunities with personalized investment management videos. Deliver timely market context with content that reinforces trust in your advisory relationship.

      Key Outcomes:

      • Reduced reactive outflow calls during market volatility
      • Higher client confidence & lower anxiety
      • Increased adoption of financial recommendations
      • Stronger advisor-client trust that protects AUM during turbulent markets

    • Give retirees the clarity they need to act

      Support clients approaching and entering retirement with personalized videos covering income projections, rollover decisions, distribution strategies, and more. Video makes abstract concepts concrete, helping to drive adoption of income planning and other key services.

      Key Outcomes:

      • Increased adoption of retirement income planning & advisory services
      • Higher participant NPS during the pre-retirement communication window
      • Near-elimination of missed RMD penalties
      • Meaningful AUM retention as clients understand the value of staying on-platform through retirement

    • Drive greater adoption of new service offerings

      Don’t let new service or feature announcements go ignored. With SundaySky videos, advisors can introduce new offerings at scale in their own voice, with personalized details based on what they already know about each client’s situation and goals. 

      Key Outcomes:

      • Greater adoption of new digital features & advisory services
      • Faster ROI on digital investments 
      • Improved client satisfaction as they discover valuable tools
      • Reduced support calls as video addresses “how do I” questions proactively

    Impact of personalized video on wealth management outcomes

    550%

    increase in savings contributions

    130%

    lift in net new assets

    2X

    more likely to change deferral rates

    40%

    lift in incremental revenue

      • “Those viewing our SundaySky onboarding videos increased their savings contributions 550% more than those who did not.”

      • “97% of customers reported the videos were useful to them and 92% said they positively affected their opinion of us.”

      • “SundaySky helps us quickly implement personalized video and tracking for our marketing campaigns.”

        Lea Hilliker
        Morgan Stanley

      How SundaySky works for wealth management

      Modernize wealth management communications. Create pro-quality videos for clients in minutes, not weeks, with easy-to-use tools and AI.

      Create & edit effortlessly

      Produce professional-quality wealth management videos with easy-to-use templates, AI options, super-fast editing, and more. Teams of any skill level can quickly create amazing content for any business requirement. No video experience required.

      Learn More: Video Creation & Editing

      Accelerate with AI
      Share seamlessly
      Personalize at scale
      Measure & optimize
      Data safety & security
      E
      Enterprise Video Platform - Measure
      Enterprise video Platform - Security

      Video personalization resources for wealth management

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      FAQs about wealth management video

      What is a wealth management video platform?

      Wealth management companies – notably CX teams and marketers – use enterprise video platforms to create personalized content designed to engage clients and investors at every stage of the financial journey.

      Unlike static emails or PDF statements, personalized wealth management videos can sync with data (portfolio values, financial goals, advisor details, etc.) to deliver individualized video experiences that simplify complex financial topics, drive client action, and reduce service costs.

      Leading firms including T. Rowe Price, Bank of America, and E*TRADE use wealth management video powered by SundaySky to achieve improvements in client engagement, AUM retention, and advisor satisfaction.

      Why is personalized video effective for wealth management client communications?
      How does personalization work in wealth management videos?
      Can SundaySky integrate with our CRM, financial planning tools, or recordkeeping system?
      What types of videos work best for wealth management clients and investors?
      How do we measure video ROI and effectiveness?
      What makes SundaySky the best video platform for wealth management?

      Transform client engagement with personalized video

      Help more clients and investors reach their financial goals with confidence. From onboarding through retirement, SundaySky’s enterprise video platform delivers personalized guidance that drives action, strengthens advisor-client relationships, and builds better long-term financial outcomes.

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