CASE
STUDY
Personalised PodcastsIntelligent Adviser
Two global institutions had the same problem: clients weren’t engaging with what they sent. One firm turned static portfolio reports into personalised video. The other turned its daily research into a podcast in the author’s own voice. Engagement doubled.
Clients
Firm 1
The private banking division of a multinational financial services institution, with around $500B in AUM.
Firm 2
A global financial services institution offering private and consumer banking, wealth and investment services, with over $1.5T in client assets.
Challenge
Traditional formats weren’t holding client attention, especially among younger clients. With the Great Wealth Transfer underway, that’s a real risk.
- 1Static quarterly reports. Firm 1’s clients had disengaged from PDF portfolio reviews, which limited what advisers could do with them.
- 2Written research went unread. Firm 2’s daily commentary had low readership and weak reach across client segments.
Solution
Static portfolio reports became personalised videos. Investment research became a daily podcast.
Both solutions were generated by AI from each firm’s own content, under strict guardrails, and produced at a scale and cadence no team could match by hand.
Impact
Clients paid attention again. Engagement doubled, and reach grew across markets and demographics.
Personalised Podcasts
Built for growth, retention and scale
Make your existing market intelligence and research more useful to clients, while reducing the work required to produce it.
Stay relevant between meetings
Timely portfolio intelligence and market context between reviews, in a format clients can listen to.
Your brand. A familiar voice.
Podcasts with your firm’s branding and, where supported, a familiar investment professional’s voice.
More content. Less production.
Market, portfolio and research episodes across audiences, without scripting and recording every update.
