Enterprise Video Platform for Financial Services
Secure, compliance-ready video hosting for banking, wealth, insurance, and fintech teams across every communication and training workflow.
Communications Need Compliant Archiving
Advisor updates, town halls, and training sessions count as electronic communications—firms must retain, supervise, and retrieve them in line with financial regulations.
Sensitive Data is Scattered Across Tools
Recordings live across meeting platforms, drives, and portals, making it hard to control access, apply retention policies, or prove who watched what.
Client-Facing Video Requires Oversight
Market updates, product explainers, and advisory videos often need pre-approval and supervision to ensure fair disclosure and suitability—without slowing teams down.
Compliance-Ready Governance for Video
Apply policy-based retention, supervision workflows, and audit trails to video just like other regulated records—supporting SEC/FINRA-style recordkeeping requirements for financial communications.
Financial-Data-Grade Security Controls
Protect confidential data with encryption, SSO, granular RBAC, IP and domain restrictions, and secure sharing controls that align with financial services security and data protection expectations.
AI Insight Across Training & Communications
Use AI transcription, translation, chapters, summaries, and semantic search to turn long regulatory trainings, briefings, and advisory videos into instantly searchable knowledge.
Reduce Regulatory Training Risk With Trackable Video
Centralize compliance, conduct, and risk training in one governed video hub. Deliver mandatory modules to employees, advisors, and branch staff with clear tracking, attestations, and audit-ready reports.- Host compliance training, microlearning, and SCORM in one library.
- Capture attendance, completions, and quiz scores for evidence.
- Use AI chapters and search to quickly revisit key policies.
Keep Advisors and Relationship Managers in Sync
Enable front-office teams with secure access to product briefings, portfolio updates, and sales plays. Segment content by role, region, or segment to keep each team aligned without oversharing.- Publish product and market update channels by desk or region.
- Limit sensitive content to specific roles or business units.
- Measure engagement to improve enablement and reduce ramp time.
Scale Digital Banking Education Securely
Offer easy-to-understand video explainers for digital banking, lending, and cards. Share through branded portals or embedded experiences while maintaining access control and governance.- Publish approved education libraries in branded portals.
- Embed videos into apps, portals, and websites with secure playback.
- Use analytics to see what customers watch and refine content.
Deliver Timely Market and Portfolio Updates at Scale
Allow investment teams to share recorded briefings and investment perspectives with clients and advisors while keeping a governed record of what was communicated and who watched it.
- Create channels for CIO, strategist, and portfolio updates.
- Control access by client tier, advisor team, or geography.
- Retain and report on views to support suitability and oversight.
Train Partners and Intermediaries Without Losing Control
Offer secure video portals for independent agents, brokers, and partners. Share product, underwriting, and process training with expiring access and clear completion visibility.
- Provide external portals for agents and partners.
- Use expiring links and view-only sharing for sensitive material.
- Track training completions to support certification programs.
Granular Access & Entitlements
Align video access with your entitlements model using role-based permissions by user, group, department, region, or channel.
Compliance-Ready Retention Policies
Apply policy-based retention, legal holds, and export workflows so regulated video can follow the same governance as other records.
Audit Trails & Supervision
Capture detailed logs for uploads, edits, shares, and views, and enable supervisor review workflows for high-risk content.
Secure Sharing Safeguards
Use view-only access, expiring links, watermarking, and secure portals to reduce oversharing and keep sensitive video controlled.
Content Lifecycle Controls
Manage approvals, versioning, and periodic review so employees always rely on current, policy-aligned content.
AI Discovery & Automation
Find specific topics, clients, or products inside long recordings with AI transcripts, translations, chapters, summaries, tagging, and semantic search.
Cloud
Fully managed, scalable, and always up to date for fast time to value.
SaaS
Always current, minimal IT overhead, and instant access to new capabilities.
On premises
Run inside your own environment for maximum control and data residency.
Hybrid
Combine on-prem control with cloud scale and regional flexibility.
