Give every private client the feeling of their own boardroom briefing.
Private banking moves on trust. PLAYME turns every quarterly review, market event, mandate renewal and annual report into a unique 1:1 video — fronted by the client's named RM, driven by their portfolio data, scaled across thousands of relationships.
Personalized videos. Delivered through your channels.
Reach each client through their preferred channel. Keep private financial information in your secure app or portal.
- App
- Web
- Push
- SMS
- Social media
Onboarding
↳ client.kyc_completed
A 45s welcome from their named RM with mandate, fee schedule and first review date.
Quarterly review
↳ portfolio.q_end
Personal performance recap with allocation, top movers and benchmark.
Market event
↳ market.volatility_alert
RM-fronted briefing: exposure, scenario, recommended action — in their language.
Mandate renewal
↳ mandate.renewal_60d
Year-over-year summary + one-tap sign for the renewed IPS in the video.
Cross-sell · advisory
↳ opportunity.qualified
Tailored proposal — structured products, lending, succession — for their profile.
Annual report
↳ cycle.annual
Their year: AUM evolution, fees paid, alpha vs. benchmark, ESG impact.
Use case · Quarterly portfolio review
Brief every client 1:1.
One master quarterly-review film. Each investor's segment, AUM, YTD return, mandate and next action drive a completely different briefing — fronted by their relationship manager, rendered for every client in the book.
- ActorRM
- LangES
- StyleOffice
- ToneFormal
- SegmentHNW
- RMS. Weber
- ToneAdvisory
- NameMr. Ruiz
- LangES
- MandateAdvisory
- AUM€2.4M
- YTD−3.1%
- Bench−0.4pp
- Equity38%
- RiskGrowth
- CTABook RM
Eleanor Whitfield
- Segment
- London · Private Office
- Tier
- UHNW · Tier 1
- Portfolio AUM
- £ 42.8 M
- YTD return
- +11.4%
- Mandate
- GROWTH
- Coverage
- RM: J. Carteret
Good morning, Eleanor
Eleanor Whitfield
Quarterly review · UHNW · Tier 1
Q4 portfolio review · 14 Dec
- UHNW · Tier 1
- GROWTH
- Global Equities
Wei Lin Tan
- Segment
- Singapore · Priority Private
- Tier
- HNW · Tier 2
- Portfolio AUM
- S$ 12.6 M
- YTD return
- +7.8%
- Mandate
- BALANCED
- Coverage
- RM: A. Koh
您好，林先生
Wei Lin Tan
Quarterly review · HNW · Tier 2
Rebalance window opens 09 Jan
- HNW · Tier 2
- BALANCED
- APAC Bonds + Eq.
Markus Forster
- Segment
- Zurich · Family Office
- Tier
- Institutional · Tier 1
- Portfolio AUM
- CHF 184 M
- YTD return
- +4.2%
- Mandate
- PRESERVATION
- Coverage
- RM: L. Häberli
Grüezi, Herr Forster
Markus Forster
Quarterly review · Institutional · Tier 1
Annual mandate review · 21 Jan
- Institutional · Tier 1
- PRESERVATION
- Sovereign + Gold
Your portfolio data, in the film
Every position becomes a frame.
We connect to your wealth stack — Avaloq, Temenos, FNZ, SimCorp, BlackRock Aladdin, Salesforce Financial Services Cloud or your custom core banking platform — and map portfolio attributes to dynamic slots in the master film. Or we take care of it and build it on Synerise.
- On-prem or private-cloud rendering — data never leaves your perimeter
- SOC 2 Type II, ISO 27001, GDPR + MiFID II / FINMA compatible workflows
- Delivered through secure inbox, client portal, RM iPad or signed email
- Granular play / pause / CTA analytics flow back into your CRM and risk dashboards
client.full_name→RM-fronted greeting + on-screen titleclient.tier→Segment badge, palette, soundtrackportfolio.aum→Animated AUM counter + sparklineportfolio.ytd_return→Performance card vs. benchmarkportfolio.allocation→Live donut chart of mandate weightsrm.name→Closing scene by their named relationship managerlanguage→Voice-over, captions, CTA copyWhat personalized video changes for private clients.
Benchmarks from wealth, asset management and financial services programs deployed on the Vintom platform — the technology PLAYME uses to deliver campaigns end-to-end.
Ready to give every client a private boardroom briefing?
A 30-minute call to map your private-banking lifecycle, pick the first triggered moment and scope a pilot inside your perimeter.