It‘s no surprise that breaking through inboxes and communicating with clients is becoming increasingly difficult. Especially for financial services organizations that are bound by compliance restrictions on outbound content. Luckily, secure video sharing is now possible and a wonderful way to build trust with clients.
Join Tyler Lessard, VP of Marketing at Vidyard, and Anthony Cresci, SVP of Finance, Business Development, and Operations at Theta Lake, for Compelling & Compliant Video Experiences for Financial Services.
They’ll share tips on:
- How to use video to interact with your clients in an effective and secure way
- How to leverage intelligent technology that doesn’t require an additional headcount or hours spent reviewing videos
- And a ton of new virtual selling tactics that you can put into action right away