Turn Financial Advisors & Bank Clients Into
Your Best Salespeople.
Built for financial advisors & banks. Send a personalized video thank-you the moment a customer experiences your service. Capture authentic reviews while emotion is at its peak.
New Review
Watch Rate
78% opened
Video Reply
+8 today
Thanks for choosing us! 🙏
From: Your Financial Advisor
500+
Active Businesses
50k+
Videos Collected
94%
Watch Rate
4.9★
Avg Rating
The Complete Suite
Built for
Financial Advisor
Smart QR Campaigns
Capture client stories at major life milestones
Authentic Video Proof
Build trust at scale with authentic video testimonials
Social Content Engine
Compliance-aware consent and approval workflow
Campaign Intelligence
Differentiate from low-trust online competitors
“We went from begging for reviews to receiving them on autopilot. The video format makes every prospect call easier — they see real customers before they ever talk to us.”
Financial Advisor Success Story
Financial Advisor
+247% Reviews
Review Volume
3x More Bookings
Customer Growth
Simple Pricing
Plans for Every Business
Starter
Free Forever
- Unlimited video reviews
- QR codes for locations
- 30-second video limit
- VidThanks watermark
- 30-day storage
Pro Studio
Remove Watermark
- Everything in Starter, plus:
- No VidThanks watermark
- AI auto-subtitles
- Custom branded intros
- Permanent video storage
- Priority support
Business
White-Label
- Everything in Pro, plus:
- Multi-location dashboard
- White-label experience
- 10-minute videos
- Priority rendering
- API access
10% of every subscription donated to Helmet Heroes Thailand • 14-day money-back guarantee
Reviews That
Save Lives.
Every subscription funds Helmet Heroes — providing free helmets for children in Thailand.
Ready to turn your Financial Advisor clients into your best salespeople?
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Get Started: Free