MaxWealthby Mindstack

StudioOne recording for your whole client list

Personalised video for financial advisors.

Record yourself once and Studio turns that take into a video for every client, carrying the client's name, portfolio figures and language. Each one keeps your face and voice, across the whole book.

Book a demoMake one yourselfBook a 30 minute call

Try the editor

Make one yourself.

Type a client's name, choose a language and an occasion, then press play. This is how a personalised client video is assembled from your recorded persona plus the client's name and portfolio figures.

Inspector

LanguagePersona
Occasion

In Studio this comes from the client's portfolio. Here, type any figure.

Mock preview for illustration only
Preview00:00:02.1 · Kannada

Your advisor

Your firm

Ramesh · Invested so far

₹1,24,500

Growth SIP · 12 instalments

Sample data

ನಮಸ್ಕಾರ Ramesh,

In English Hello Ramesh,

Tracks
00:0000:0200:0400:0600:08
Persona
ನಮಸ್ಕಾರ
Sign-off
Variable
Ramesh
Data
₹1,24,500

How Studio works

One take, then every client.

The storyboard

Five moments worth a video.

Video marketing for mutual fund distributors works when it is about the client. These are the moments where a personal note lands.

  1. Sc 01Take 1

    SIP anniversaries

    Mark the day a client's SIP turns one, with what they have put in so far.

    Script Hello {name}, your SIP turns one today.

  2. Sc 02Take 1

    Review invitations

    Invite each client to their portfolio review, in their language, with their current value on screen.

    Script {name}, your review is due. Pick a slot.

  3. Sc 03Take 1

    Market updates

    Explain a market move once, in your own words, and open each video by name.

    Script Markets moved this month, {name}.

  4. Sc 04Take 1

    Onboarding welcome

    Greet a new investor personally on day one and tell them what happens next.

    Script Welcome aboard, {name}.

  5. Sc 05Take 1

    Festival greetings

    Send Diwali, Ugadi or Pongal wishes with your own face and voice on screen.

    Script Happy Ugadi, {name}.

Swipe the strip

Up next in the suite

See the whole suite

Studio, answered.

Personalised client videos: what Studio does, how a video is put together and where it fits in your practice.

It is a short video from you to one client, made from a single recording. Studio adds the client's name, portfolio figures and language, so each investor gets a message that feels made for them, without you recording it again.

Send your recorded message to every client.

Over a 30 minute call we run Studio inside the MaxWealth suite on sample clients and talk through how it would fit your practice.

Book a demoPick a slot on our calendar

enquiries@mindstack.in. We respond within one business day.