Acquire More Leads for Financial Services with Interactive Video

In the competitive world of financial services, standing out and capturing the attention of potential clients can be a daunting task. Traditional methods like text-based content and static visuals often fall short in engaging today’s digital-savvy audience. This is where interactive video comes in as a powerful tool to not only engage viewers but also convert them into qualified leads. In this guide, we'll explore how you can use interactive video to acquire more leads for your financial services business, backed by data and actionable steps.

What is Interactive Video?

Interactive video is a dynamic form of content that allows viewers to engage directly with the video through clickable elements, decision points, and embedded calls-to-action (CTAs). Unlike traditional videos, where viewers passively watch content, interactive videos encourage active participation, making the experience more engaging and memorable.

Key Features of Interactive Video:

Clickable Hotspots

Viewers can click on different areas within the video to access more information or navigate to different sections.

Quizzes and Polls

Interactive elements can be added to gauge viewer understanding or gather opinions.

Branching Scenarios

Viewers can choose their path within the video, leading to a more personalized experience.

Embedded CTAs

Calls-to-action can be placed directly within the video, encouraging immediate interaction.

Why Video vs. Text?

When it comes to content consumption, video has a distinct advantage over text. Here’s why:

Higher Engagement

According to HubSpot, video content is 12 times more likely to be shared than text and images combined. Interactive video takes this a step further by increasing viewer participation, leading to higher engagement rates.

Better Retention

Studies show that people retain 95% of a message when they watch it in a video, compared to only 10% when reading it in text. Interactive video enhances retention by involving viewers in the content, making the message more memorable.

Increased Conversion Rates

Interactive elements like embedded CTAs and clickable links can lead to a significant increase in conversion rates. Research by EyeView found that adding video to landing pages can increase conversions by up to 80%.

Examples of How to Use Interactive Video for Finance

1. Link in Bio:

Example:

• Scenario: You’re a financial advisor with an active presence on social media platforms like Instagram, TikTok, or LinkedIn. You want to capture leads directly from your audience who interact with your content.
• Interactive Video: Create a short, interactive video introducing your services, such as financial planning, investment strategies, or insurance advice. Within this video, you can include clickable hotspots or embedded calls-to-action (CTAs) that guide viewers to schedule a consultation, download a free financial planning guide, or sign up for a newsletter.
• Link in Bio: Use Sharelo’s interactive video platform to generate a single link that you can include in your social media bios. This link takes your audience to the interactive video, where they can engage with your content and easily enter their contact information directly within the video. This method not only captures leads but also provides them with valuable information upfront, increasing the likelihood of conversion.

2. Personalized Client Proposal Video:

Example:

• Scenario: You’re preparing a proposal for a potential client who is interested in retirement planning, investment strategies, or any other financial service. You want to stand out by offering a personalized and engaging experience.
• Interactive Video: Create a personalized proposal video tailored to the client’s specific needs. For example, if the client is interested in retirement planning, the video could start with a general introduction to your services, followed by specific retirement strategies that align with their goals. Within the video, you can include interactive elements such as clickable sections that allow the client to explore different investment options, adjust retirement timelines, or even calculate potential returns based on various scenarios.
• Benefit: This approach not only demonstrates your understanding of the client’s needs but also allows them to interact with the proposal in a meaningful way. It makes the proposal more engaging and memorable, increasing the likelihood of conversion. Clients can explore different aspects of the proposal at their own pace, which fosters a sense of control and confidence in the decision-making process.

3. Interactive Onboarding for New Clients:

Example:

• Scenario: As a finance coach or financial services provider, onboarding new clients smoothly is crucial. You want to ensure they understand your services and how to get started effectively.
• Interactive Video: Create an onboarding video that walks new clients through your process, explaining key steps such as setting financial goals, providing necessary documents, or scheduling their first consultation. Within the video, include clickable links that allow clients to book their first meeting, download forms, or watch additional explainer videos on specific services.
• Benefit: This approach helps to streamline the onboarding process, making it more engaging and user-friendly. It also allows clients to take immediate action, reducing delays and improving client satisfaction.

4. Financial Education Content:

Example:

• Scenario: You want to educate your audience on complex financial topics, such as retirement planning, tax strategies, or investment options, in an engaging and memorable way.
• Interactive Video: Develop educational videos that break down these complex topics into easy-to-understand segments. Include quizzes or interactive decision points within the video where viewers can test their knowledge or choose topics of interest to explore further.
• Benefit: Interactive educational videos can increase retention of information and encourage viewers to explore more of your content. This not only positions you as an expert but also helps nurture leads by providing valuable insights.

5. Interactive Case Studies:

Example:

• Scenario: You want to showcase successful client stories to demonstrate the effectiveness of your financial strategies and services.
• Interactive Video: Create a case study video that features real-life examples of how your financial advice helped clients achieve their goals. Include interactive elements where viewers can click to see detailed before-and-after scenarios, view testimonials, or explore the specific strategies used in each case.
• Benefit: Interactive case studies build trust and credibility with potential clients by providing concrete evidence of your expertise. They also allow viewers to engage with the content at their own pace, which can lead to deeper interest and inquiries.

6. Virtual Financial Seminars and Webinars:

Example:

• Scenario: You regularly host webinars or virtual seminars on financial planning, investment strategies, or market trends, and you want to capture more leads from these events.
• Interactive Video: Record your webinar or seminar and turn it into an interactive video. Add clickable CTAs throughout the video, such as links to download presentation materials, sign up for a consultation, or join a mailing list for future events. You can also embed polls or Q&A sessions to engage viewers during the replay.
• Benefit: Interactive video webinars provide ongoing value even after the live event has ended. They keep your content relevant and engaging while generating leads from those who watch the replay.

7. Client Financial Health Check:

Example:

• Scenario: You want to offer a quick and engaging way for potential clients to assess their financial health before scheduling a consultation.
• Interactive Video: Create a video that guides viewers through a financial health check, asking them questions about their current financial situation, goals, and challenges. Based on their responses, the video can offer personalized recommendations or suggest the next steps, such as scheduling a consultation or downloading a financial planning checklist.
• Benefit: This interactive approach not only engages potential clients but also qualifies them by gathering initial information about their needs, making your follow-up more targeted and effective.

These examples show how interactive video can be a powerful tool for finance professionals to engage clients, educate audiences, and generate leads more effectively.

How to Create Interactive Videos for Your Financial Services Business

Creating an interactive video may seem like a complex task, but with the right tools and approach, it can be a seamless process. Here’s how to get started:

1. Define Your Objective

• Identify Your Goal: Are you looking to educate prospects about your services, capture leads, or promote a specific financial product? Knowing your objective will guide the content and structure of your interactive video.
• Target Audience: Understand who your audience is and what their pain points are. Tailor your content to address their specific needs, whether it’s retirement planning, investment strategies, or insurance options.

2. Create Engaging Content

• Script Writing: Write a clear and concise script that speaks directly to your audience. Keep the messaging simple and focused on solving their problems.
• Video Production: Use high-quality visuals and clear audio. Consider using animations or real-life scenarios to illustrate complex financial concepts.
• Interactive Elements: Incorporate quizzes, polls, clickable hotspots, and embedded CTAs that align with your objective. For example, add a CTA to “schedule a consultation” after discussing a particular service.

3. Choose the Right Platform

• Use Sharelo: Sharelo offers a powerful platform for creating, customizing, and managing interactive videos with ease. Its user-friendly interface allows you to design videos that captivate your audience and drive results.

4. Test and Optimize

• A/B Testing: Test different versions of your interactive video to see which elements perform best. Monitor metrics like click-through rates, engagement rates, and conversions to optimize your content.
• Analyze Performance: Use analytics tools to track how viewers interact with your video. This data will help you refine your strategy and improve future videos.

Why Choose Sharelo for Your Interactive Video Needs?

Sharelo is an all-in-one solution for creating and embedding interactive videos on your website. With its intuitive design tools and customizable templates, Sharelo makes it easy to build engaging video content that captures leads and drives conversions.

Easy Integration

Sharelo allows you to seamlessly integrate interactive videos into your website or landing pages, providing a smooth user experience.

Advanced Analytics

Track the performance of your videos with in-depth analytics, helping you understand viewer behavior and optimize your content for better results.

Customizable Features

Tailor your videos with a wide range of interactive elements that align with your brand and objectives.

Conclusion

Interactive video is a game-changer for financial services businesses looking to acquire more leads and improve their conversion rates. By engaging viewers with personalized content and encouraging active participation, you can capture attention, build trust, and ultimately convert prospects into clients. With tools like Sharelo, creating interactive videos is easier than ever, allowing you to take your digital marketing strategy to the next level.

Ready to transform your lead generation efforts? Start creating interactive videos today with Sharelo and watch your financial services business grow.