Build Trust. Win Clients.
with Video
Shuffll helps financial institutions create personalized, compliant video content – automatically, across the entire organization.
Your videos can look like THIS
Portfolio Performance Snapshot
Meet Your Wealth Advisor
How Fees Affect Your Investments
The AI Video Engine for the Financial Services Industry
Built for compliance, scalability, and simplicity.
For Retail Banking & Credit Unions
Scale consistent, compliant messaging across branches, channels, and teams—with just one video.
For Wealth Managers & Advisors
Build trust at every stage - from prospecting to portfolio updates - with personalized video.
For Digital & Brand Marketing Directors
Turn blogs, insights, or playbooks into compelling video—instantly, and at scale.
For Fintech & Financial Platforms
Embed video natively into your product to educate, activate, and retain users—automatically.
From Idea to Professional Video in Minutes
AI Script Generation
AI Script Generation
Quickly turn financial insights into compliant, client-ready video scripts—no writing skills needed.
On-Brand Visuals & Layout
On-Brand Visuals & Layout
Ensure every video stays polished, professional, and brand-approved across all advisors and teams.
Flexible Recording Options
Flexible Recording Options
Record updates, reviews, and onboarding videos from anywhere—desktop, phone, or in-office studio.
Instant Publishing
Instant Publishing
Share videos with clients or teams immediately, keeping communication timely and engagement high.
Don’t just take our word for it
Don’t just take our word for it
Everything Sales, Marketing, and Advisory Teams in Finance Want to Know…
Take a look at our FAQs and resources to learn more.
Yes. Shuffll lets you pre-approve messaging, lock branding, and route videos for review to stay compliant with FINRA, SEC, and internal standards.
Absolutely. Shuffll scales standardized or personalized video across branches, advisors, and partner banks from one central system.
They record branded client updates, onboarding messages, or investment reviews—right from their browser or phone with AI templates.
Yes. Shuffll connects with CRMs like Salesforce, HubSpot, Redtail, and can embed video into customer workflows and portals.
No. Marketing, product, client success, and compliance teams all use Shuffll to create aligned, on-brand videos across communications.
