20 Video Examples From Investment Management Services & Solutions

Investment solution video is a short marketing video used by financial services companies to explain and advertise their investment management solutions and strategies. Investment solution videos are effective, engaging and use attractive visuals and informative audio to showcase investment management solutions.

In this article we look at 20 investment solution videos that are on the spot. Watch these investment solution videos to get ideas for marketing your own offering. Here we go :


Thomson Reuters Investment Solution Video

Thomson Reuters investment management solutions can help you respond to volatile investment climate and intensified competition for clients with sophistication and efficiency. They deliver the trusted financial intelligence necessary to support your business and provide integrated market access and flexible technology solutions that allow you to leverage our value in the way that’s most convenient for you. The investment solution video details how Thomson Reuters can provide you the information and tools you need to drive decision making across your investment organization.

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Calypso Investment Solution Video

Calupso’s investment management solution integrates seamlessly with their multi-asset trading and collateral management platform to address the evolving needs of the market. Their collateral optimization solution provides a single data repository for real-time views of all available and pledged securities, as well as all existing margin calls. The investment solution video shows how their workstation centralizes all position and risk data, ensure accurate, up-to-date information.

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Nicola Wealth Investment Solution Video

Nicola Wealth investment management services understands your personal and financial objectives and creates a sophisticated financial plan that integrates everything from tax planning and risk management to your investment portfolio and estate wishes. Their conservative yet innovative approach to investing including additional alternative asset classes such as private equity, mortgages, private debt, and institutional-grade real estate. The investment solution video highlights how their investment pools can improve investment returns and meet your goals.

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Goldman Sachs Investment Solution Video

Goldman Sachs investment management services offer clients proprietary research and market insights in an ever-changing macro environment. They design investment products to express new ideas and structure portfolios that seek to capitalize on market inefficiencies to help clients meet their goals. The investment solution video shows how Goldman Sachs can help you develop investment strategies and identify the opportunities that can shape your portfolios and long-term investment goals.

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Fidelity Investment Solution Video

Fidelity is an investment management service that helps you with financial planning, from complex wealth management to your retirement needs. They provide you tailored strategies from a dedicated team to help preserve and grow your wealth, create a charitable legacy, plan for retirement, and more. The investment solution video shows how Fidelity can help you meet all your investment management needs.

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Jemstep Investment Solution Video

Jemstep Advisor Pro is an innovative advisor-directed investment management technology that enhances the way financial advisors run their businesses. Our platform allows advisors to prospect for and serve clients more efficiently, and to use the latest digital technology to deliver their valued advice. The investment solution video shows how Jemstep Advisor Pro integrates seamlessly within an existing business.

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Gerber Kawasaki Investment Solution Video

Gerber Kawasaki is a team of experienced investment advisors that utilizes the latest technology to educate and inform you on how to achieve your financial goals. They help you build your financial plan, do your budget, track your net worth, get their viewpoint on the news and monitor your accounts. The investment solution video shows how Gerber Kawasaki can help you implement and manage your investment plan.

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Cedar Brook Investment Solution Video

Cedar Brook investment management services creates an investment strategy that supports your personal needs and objectives. The strategies are developed by their investment professionals who understand the market and seeks to determine the best asset allocation for you. They also review investments you may already have, and make recommendations so that all of your investments are coordinated. The investment solution video shows how Cedar Brook can identify your goals and provide an investment strategy personalized to fit your financial outlook.

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Leonteq Investment Solution Video

Leonteq is an independent technology and service provider for investment solutions that operates on three major business divisions-Structured Solutions, Pension Solutions, and Leonteq Partners & Platform Development. Leonteq is vertically integrated and is a leading B-2-B partner for digitization solutions. The investment solution video shows how Leonteq is a leading expert for structured investment products.

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Quilter Cheviot Investment Solution Video

Quilter Cheviot provides active investment management services, combines active asset allocation and active stock selection to achieves the best results. They manage bespoke portfolios that are tailored to your individual preferences, based on their understanding of your investment goals and aspirations. The investment solution video shows how Quilter Cheviot’s active investment management approach can quickly take advantage of the best investment opportunities from across the globe.

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Making of a Video : View the Process of Making Google Allo's Video

Bonanza Investment Solution Video

Bonanza investment management services hand-pick large-cap and mid-cap stocks for your portfolio, track the risks involved on a continuous basis, and deliver consistently high returns on investment. They follow policy of timely booking profit and losses here while curtailing the portfolio volatility to low levels. The investment services video shows how Bonanza can help you efficiently manage your portfolio to increase your investment returns.

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Amundi Investment Solution Video

Amundi is an asset management firm that provides research, accounting, risk control, investment management control solutions for its clients. It provides its services to individuals, institutions, corporations, pension and retirement funds, provident funds, banks, insurance companies, and government entities. The investment services video shows how Amundi can help you minimize the chance of large falls yet retaining the long term gains.

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FrontPM Investment Solution Video

With FrontPM, eFront’s portfolio monitoring and investment management software solution, direct investment managers including private equity general partners can analyze the performance of their portfolio companies in powerful and flexible ways. The investment services video shows how FrontPM enhances financial analysis and ensures consistency.

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Smart Pension Investment Solution Video

Smart Pension is a workplace pension that takes expertise in investment management, technology, and regulation and blends them all together. Their regulated investment professionals have managed billions, while their tech team has helped grow some of the world’s biggest online companies. The investment services video shows how Smart Pension offers the best workplace pension.

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Pragma Investment Solution Video

Pragma offers a scalable investment care service suited to organisations of all sizes and maturity levels. It has a fully outsourced investment management programme where they perform planning, execution and procurement services on behalf of the organisation, freeing up their time to focus on core business. The investment services video shows how Pragma takes care of the assets, ensuring they provide the support needed to do business.

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Janjua Dehal Investment Solution Video

Janjua Dehal provides holistic investment management services to executives, professionals, corporations, and high-net-worth families. They provide significant value for their clients by recommending appropriate strategies based on careful analysis of their established risk tolerance, time horizon, and individual investment objectives. The investment management video shows how Janjua Dehal can customize your portfolio to suit your risk level and exceed your performance expectations.

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Advent Investment Solution Video

Advent Portfolio Exchange is the integrated portfolio and investment management software that puts everyone in your firm, from executives to portfolio managers to operations on the same platform. Deployed in the cloud or on site, APX centralizes all your portfolio, investments, client and prospect marketing data on one platform. The investment management video displays how Advent Portfolio Exchange (APX) transforms their business by improving workflows, streamlining processes, and providing easy access to information.

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Heritage Investment Solution Video

Heritage Wealth Advisors offers independent investment management strategies designed exclusively to meet the unique needs of their clients. Through a thoughtful financial planning process, they develop a deep understanding of each client’s priorities, risk tolerance levels and expectations. The investment management video shows how Heritage can provide you with an investment policy statement to meet your financial goals.

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MRI Investment Solution Video

MRI’s suite of Investment Management solutions offers a complete platform of asset management and investor reporting solutions for real estate, owners, operators, investment managers, and investors. In one secure, consolidated database and assess your risk and exposure. It manages your investment structure and returns, and provide accurate, up-to-date reporting to your key stakeholders. The investment management video shows how MRI provides better investment performance by enhancing investment relations.

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Rapper Investment Solution Video

Rapper is a leading provider of a state of the art investment management software for independent asset managers, family offices, monitoring services and private banks. Rapper enables a very efficient workflow for the client resulting in portfolio management, compliance, CRM and order management. The investment management video shows how Rapper is fully integrated with six financial information for pricing and security integration.

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WE CAN CREATE THE FOLLOWING VIDEOS FOR YOUR MARKETING :

  • Overview Video
  • Brand Video
  • 2D & 3D Animated Explainer Video
  • Marketing Video
  • Promotional Video
  • Youtube Teaser Videos
  • Business Use Case Study Videos
  • How To Videos

Key takeaways from the above investment solution videos are :

  • Build a strong creative brief
  • Find a reference video or combine multiple video elements from different sources
  • Work with a company that can understand your video production requirement easily

With the above investment solution videos, it’s evident that companies are fast integrating videos in their marketing campaigns and various other touchpoints. If you are planning to develop these internet marketing videos, a good start is to develop a brief of what can be the tone and style for your internet marketing videos. We advise you to be different and unique while you create your messaging through the videos.

We at Advids create custom videos based on your brief. With a complete video production services plan at a fixed price, our design team works right from concept development, to art design and animation. Having created 1200 plus explainers for businesses, our Creative team can help you come up with the right fit. Do talk to us or send us a note on what your company plans to create with for the next video requirement.

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