The Service (Quote from the "Code V" Video Script):
"Highly qualified and experienced professional investment managers oversee your portfolio to ensure it remains aligned to your stated investment strategy."
The Challenge:
BT Financial (a division of Westpac bank) asked us to create digital assets that would help their advisors explain BT products to their customers, in a way that’s engaging and easy to understand. The final goal was to drive more customers to the platform.
To achieve this, we crafted a series of modern Animated videos that clearly communicate complex concepts.
It was also important the videos could accommodate multiple layers of approval stakeholders from both BT Financial and Westpac Bank - as well as adhering to BT Financial's strict brand style guide.
VIDEO 1: Explain The Unique Value Proposition
In the first video, BT Financial offers a high-level, easy-to-understand explanation of their software platform.
The concepts are presented in a simple and accessible format, so financial advisors can quickly learn how to explain the platform to their clients.
The video also serves as a useful tool for advisors to share with their clients to ensure they have a clear understanding of the platform.
Jarrad Caines, BT Financial's Producer said: "Thank you so much Sanjay, you and your team have been a dream to work with on this project and the outcome is fantastic. Really appreciate your feedback and your work on this project. I’m sure you saw Olivia’s note, but it looks like we need more of your services!!"
VIDEO 2: Digital Consent
With the high-level concept explanation taken care of, now we can describe individual features in more detail:
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