Weekly market notes, quarterly outlooks, client updates — turned into polished branded video your clients actually watch.
Sample · Weekly market commentary → 90-second video
Your investment committee produces more content than you publish. We turn the highest-signal pieces into video every week.
The investment committee has opinions. Clients want to hear them. Written notes get skimmed. Video gets watched — and remembered.
The typical client opens quarterly letters, skims them, and files them. A 90-second video version gets watched — and increases the perceived responsiveness of the relationship.
Script-first workflow means your compliance team approves before production. Disclosures are placed per your template. Archive package is ready for the next SEC exam.
One produced video ships as master MP4, vertical cut, square cut, and email thumbnail. Your portal, LinkedIn feed, and next client email all get the same asset in the right format.
Weekly cadence with a firm investment-committee workflow. Compliance approves at two gates.
Forward your latest note, draft, or brief. Full text, bullet points, or a topic — whatever stage you're at.
Scripted, edited, and branded to your firm. Script approval before production; final-cut approval before delivery.
Master MP4 plus social cuts and an email-ready thumbnail. Ready for LinkedIn, your site, and your next send.
Testimonials, endorsements, and performance claims are flagged at the script stage. Required disclosures are pre-placed in the video and captions. Both script and final cut go through your compliance team before delivery.
Yes. If your compliance policy requires position disclosure, those disclosures are incorporated into the script and placed on-screen.
We produce both, with correct marketing vs relationship classifications. Your compliance lead designates which bucket each piece falls into; we apply the matching disclosure template.
Yes. Voiceover is included by default, matched to your firm's tone. If your CIO, PM, or founder wants to be the voice of the series, we build the video around their recorded audio instead.
Every video ships as a bundle with its script, source material, approval record, and the final cut. Your firm archives the bundle in whatever records-retention system it already uses — we produce and deliver the materials, your team owns retention.
Send us a recent market note. We'll review and come back with a proposal scoped to your firm's cadence and compliance workflow.
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