Small and Medium sized firms can now use Video Messenger for free until August 2020. Find out more
Adviser Portal Video Forms
Key educational videos from the award winning Adviser Portal are now available as individual players for use on adviser's websites. Visitors who view the media are given the option to register for the full Money Alive video journey, creating an engaged sales prospect.
Generate the player embed code from your Adviser Portal account and our player template will adapt to your website layout. No tinkering required – it even works on mobile devices, too.
Full production quality video covers topics such as Final Salary transfers. Guaranteed income and Flexible income. All our videos are independently accredited and written by experts.
Users can register for the full series of videos for their chosen topic. Providing their details via the players built-in form gives them immediate access to the Money Alive journey and saves them as a lead in your account.
We believe better information leads to better decisions and better outcomes. Therefore a conversation with a prospect who's educated on a financial topic is more likely to seek advice and move forward with their financial goals.
Most adviser sites are comprised of simply text and images. Give viewers another reason to visit and stay on your site. Stand out from the competition with engaging media and benefit from a Google/Bing SEO boost.
A small sample of our client research conducted in Q1 2018 concluded the following.
Prefer to watch a Money Alive video than read a document
Said video would help them make a more informed financial decision
Would welcome companies using video when explaining complex topics
You’ll have 7 days to view the Money Alive box sets and test with clients. The features are unrestricted and you’ll be able to produce and download full engagement reports.
The best way to do this is with a trial. Simply sign up and once signed in click the box sets button on the left.
No, it’s completely free and you’re under no obligation to purchase anything.
Neither actually. We have three plans that have a different number of system users and annual credit limits. This way you get total flexibility of assigning the right box sets in any way you choose.
These trials are for the standard SaaS platform (See how Enterprise differs) Get in touch with our Enterprise team to find out more.