Solve It Stories - Vidyard

SOLVE IT STORIES TALES OF CUSTOMER SUCCESS FROM OUR PARTNERS How Vidyard helped Adviser Investments win 40,000+ business opportunities with video. THE CHALLENGE Adviser Investments is an independent wealth management firm serving individuals, trusts, institutions, and foundations with personalized investment management and in-depth financial and tax planning. It advises more than 4,000 clients across the country and manages over $7 billion. It was looking for a reliable video hosting platform that could embed videos in various channels and track analytics because its current Secure File Transfer Protocol (SFTP) solution was not reliable. The links would break, and there was no way to track metrics or video performance. THE OPPORTUNITY Businesses often need ways to store and track the performance of Vidyard seamlessly integrated with their video content. the marketing technology stack that is central to everything we do. It HOW DO THEY ... allowed us to easily leverage video, · Securely house internal and external video content in one nurture our leads and existing clients, unified platform? and create actionable insights for both marketing and sales. · Efficiently track content metrics to make data-driven Lisa Hamann business decisions? DIRECTOR OF MARKETING, · Leverage video to innovate and create new company initiatives? ADVISER INVESTMENTS In the case of Adviser Investments, it needed a solution that would allow it to host video and track its video content performance. It was able to do this with the help of Vidyard.

SOLVE IT STORIES TALES OF CUSTOMER SUCCESS FROM OUR PARTNERS THE SUCCESSFUL OUTCOME At first, Adviser Investments implemented Vidyard as a video hosting platform. The implementation was seamless, and it provided solutions to the company’s previously identified challenges. But then, as Adviser Investments set up its new Marketo and Salesforce instances, Vidyard’s smooth integration into both tools increased its value for both the marketing and sales teams with its metric tracking. Teams use video analytics to identify who is watching to personalize outreach and follow-up, to see how viewers progress through the funnel, to understand which videos convert best, and to push video data into CRM and marketing automation platforms. As a result of this success, videos became a key part of Adviser Investments’ marketing strategy. While at first videos were primarily used for lead generation from first-time clients, the company decided to increase its strategy to include current clients and customers. Adviser Investments began using video to engage with current clients to foster relationships, maintain trust, and gain referrals. As the firm was expanding its video audience, Adviser Investments was also pivoting from a focus on investment management to broader wealth management, including financial and tax planning. The enthusiasm for video has even led to the construction of a new, soundproof studio to be used to record future videos. THIS HAS RESULTED IN ... · Over $400M in won opportunities from new and current clients who’ve engaged with video · Engaging with new business opportunities worth over $45M through video · Over 5,283 views across 316 videos from 492 different clients and 592 leads CONSIDERATIONS FOR CUSTOMERS WHO ARE LOOKING TO MODERNIZE THEIR SELLING PROCESSES · Marketing teams looking to organize and measure a growing video library need an enterprise video hosting platform. These platforms allow a business to securely upload and manage all its video content. Videos can be embedded into a business’ website, blog, or emails for ad-free playback. · Video analytics is the best way to understand how your audience is interacting with your videos across your website, emails, and social channels. Integrating this data with your marketing automation platform and CRM to segment your audience can allow you to develop effective follow-up content, build contact lists, generate leads, or qualify prospects based on the type of content they engaged with. With this data, you can turn your video views into qualified leads. Learn more about Vidyard for Salesforce on AppExchange.