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The Scenario Vidyard solves Peter’s In this example, let’s imagine how a VP challenges by helping him to: of sales could use Vidyard to help teams Build quality relationships with clients. achieve their sales goals. Peter’s team uses Vidyard to create personalized one-to-one video messages, generating trust and rapport with their clients without the need to meet face to face. This helps deals move more smoothly and reliably, leading to a more efficient pipeline. Peter and other leaders can use analytics dashboards to track the quality of advisor-client interactions and the impact they’re having on the business. Unify the brand experience. Peter Pipeline Vidyard helps Peter’s sales and marketing teams work together to expand the reach of their message. Advisors can VP of Sales create or leverage videos for every client communication. These videos play on branded video landing pages to ensure that corporate branding carries through to every interaction. Peter needs to find new, Meanwhile, in-video calls to action work to drive next steps long-term, and strategically right from inside the content. viable ways to grow revenue Maximize ROI. for his firm. Goals: Challenges: Vidyard enables Peter’s team to achieve or even exceed their • Bridge the gap between the • Intensely competitive industry sales goals. The video messages that his advisors send can marketing and sales • Disconnected departments increase response rates by up to 5x, shorten the sales departments within the business that cycle by as much as 50%, and boost close rates by up to • Build a more efficient pipeline should be complementary 25%. And with a full suite of video analytics and CRM • Exceed sales goals • Difficulty building rapport integrations, Peter can review, measure, and prove the • Connect and engage with with clients virtually impact that video is having on his team’s sales performance prospects and revenue. Learn more about Vidyard

[Vidyard] Industry Ebook for Demand Gen - Financial Services - Page 3 [Vidyard] Industry Ebook for Demand Gen - Financial Services Page 2