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.