Personalized video built for financial services
Outdated communications are costing you customers. AI-powered video is how financial institutions are winning them back. Stop blending in. Transform every interaction into measurable business impact.
In this financial services video mini-series, see how leading banks, credit unions, wealth management firms, and beyond are using AI-powered video to:
- Accelerate growth through data-driven personalization
- Meet strict compliance standards without sacrificing speed
- Transform every customer touchpoint with video at scale
Your competitive edge? Personalized video.
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Secure & compliant by design
Protect every interaction with enterprise-grade security and compliance built for regulated industries without adding steps or risk.
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Personalization that performs
Deliver tailored experiences using real customer data to engage every audience, boost loyalty, and drive measurable growth.
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One platform. Endless impact.
Scale personalized video across marketing, CX, sales, and L&D with a single platform built for speed, flexibility, and control.
Overcome compliance bottlenecks
Move fast without risking compliance. Build once, approve once, and keep every message secure and consistent across teams.
- Control messaging with pre-approved templates and centralized updates
- Eliminate endless legal reviews and last-minute delays
- Protect sensitive data with enterprise-grade security
- Empower distributed teams to move quickly without increasing risk
Unlock data-driven personalization
Put your data to work and deliver tailored experiences that drive action. Create messaging that adapts to each audience and moment—automatically and at scale.
- Integrate with CRM, LMS, CMS, and marketing automation tools
- Personalize in real time using customer, behavioral, or product data
- Adapt messages to role, segment, or lifecycle stage
- Deliver consistent personalization across every channel
Engage customers across complex journeys
Guide customers through every stage, from onboarding to education to renewal, with personalized, timely communication that drives action and builds trust.
- Personalize onboarding to shorten time-to-value for new customers and members
- Deliver proactive education at critical milestones across the lifecycle
- Drive upsells and retention with relevant, data-driven touchpoints
- Create consistent experiences across products, channels, and lines of business
Empower sellers with high-impact video templates
Make video the ultimate selling tool! Empower every rep with pro-quality, on-brand video templates they can customize and share in minutes.
- Personalized videos for prospecting, meeting recaps, proposal walkthroughs, and more
- Built for real-world revenue teams: fast, intuitive, and designed for efficiency
- Consistency ensured for every video with your company brand styles locked in
Trusted by today’s most innovative brands
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“"The ability for SundaySky to hook up into our Salesforce and our data warehouse allowed us to provide personalized, relevant guidance to our customers that is more likely to drive them to take action."”
Alana Stoltzfus
Sr. Digital Growth Manager
About SundaySky
SundaySky empowers the world’s leading enterprises to engage customers, share knowledge, and grow their businesses through scalable, personalized video experiences.
More than just another video tool, our AI-powered, all-in-one platform is designed to meet the evolving needs of today’s most dynamic and fast-growing companies. From creation and editing to personalization and performance, SundaySky brings together every essential capability in one easy-to-use solution – no video skills required.
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Certified for SOC 2, HIPAA, and GDPR to keep your data secure -
Integrations and APIs to plug video into your tech stack
Don’t get left behind. Lead the next era of financial engagement.
See how leading financial services organizations are using AI-powered video to personalize securely, scale faster, and grow smarter.
