Vidyard for Osaic

Here’s what your clients see: Long emails. Detailed plans and illustrations. Difficult documentation. One more review appointment to go over the same long-term strategy. Wouldn’t it be nice if it were all easier? With Vidyard for Osaic, it is.

$36/month or $350/year

Create a Vidyard Account

Say it with Video

Connect with your clients using simple, personal, and engaging video communications created just for them. Just record, send, and sit back. Here are just a few ways to use video:

Introduce yourself to create a human connection
Walk clients through complex wealth management strategies
Show clients what to look for on statements and documentation

Make a Real Connection

Video builds face-to-face engagement that clients crave, making intimidating financial services activities feel personal. Studies show that video in email improves open rates, click-through metrics, and viewer engagement. Stronger client relationships are just a video away!

Create a Vidyard Account

How it Works:

Create an account with Vidyard using your firm-approved email address.

Enter your information and payment details on the Osaic Vidyard registration page.

Start recording videos in minutes and watch your business soar!

One-to-one video communications automatically route to Ad Supervision for approval; no need to manually submit for review.

Need more information on how to get started?

See our How To Guide

*Note: One-to-many / mass distribution videos must still be submitted to and approved by Ad Supervision before they can be shared.

The Video Solution Built for Wealth Management

Osaic is the first network of independent broker-dealer firms to bring Vidyard to financial professionals. It’s the only officially approved video solution available to Osaic brokers. Get all the power of one-to-one video, plus other strategic features to maximize how you use video.

Video analytics tells you who watched your videos and when. Follow up with the most engaged leads while you’re still top of mind.
Add a call to action directly to your video. Viewers can click through to your website, book a meeting, or send an email.
Share your videos on webpages with built-in Osaic branding. Build a seamless experience and generate trust in your personal brand.

Create a Vidyard Account

Frequently Asked Questions

What does Vidyard at Osaic cost? How long is this offer available?

$36/month or $350/year.

What does a Vidyard subscription include?

Your subscription includes the Vidyard platform, ability to record and send videos right from your computer, and the built-in compliance workflow that automatically captures and files your 1-to-1 videos as correspondence. Please note that Vidyard’s built-in compliance workflow is approved for 1-to-1 use only, meaning that you can record video to send to one client or prospect at a time. If you’d like to use Vidyard to record videos for use in mass emails, on your website, in social media posts, or on YouTube, you must submit each individual video to Ad Supervision for pre-approval.

How do I download or install the Vidyard application?

Vidyard requires you to install the application on your computer in order for it to work. You have a choice of five different ways to use the Vidyard tool, detailed below. Based on your preferred recording method, visit the corresponding option below which will take you to a knowledge base how-to article with details to download.

How do I know which recording method will work best for what I need?

You can learn more about the differences in the recording methods in our knowledge base.

What are the speaker notes used for? Is that just something you only see when recording a video? (i.e. is it hidden when the person views the recording?)

Vidyard allows the use of Speakers’ Notes that only you can see while recording. These are helpful for referencing a few points of what you are planning to discuss during the video.

Can I record a video of PowerPoint slides or a PDF?

Yes, but make sure you’re using Vidyard’s Desktop App, which allows you to record desktop-based applications like PowerPoint, PDFs, or other digital tools that appear on your screen.

How can I create video captions in Vidyard? Are the captions prewritten or can I write them?

Captions are located in Vidyard just below the thumbnails and help make videos more accessible. Learn how to add captions to a video, or how to edit existing captions.

Can you edit the Vidyard video before sending it out?

Yes. Learn how to edit and optimize your videos.

If sending your video in email through Vidyard with a connected Outlook account, will the email appear in your Outlook SENT folder?

Yes.

How do I share my videos on social media?

At this time the built-in compliance workflow only allows for videos created for one client at a time. However, if you’d like to use Vidyard to record videos for social media use, you’ll need to first submit them to Ad Supervision for approval. Once approval has been received, you can post videos to YouTube, Twitter, Facebook or LinkedIn. You can learn how to share to your social channels in our knowledge base.

How do I choose the thumbnail option that will appear in my email?

The thumbnail that appears in your recipient’s email will be whatever you chose when you inserted the video. If you change the thumbnail after sending, it will not change the image in their email. But the video will always reflect the most recent thumbnail image you’ve chosen on the video sharing page (which opens when they click on the video on your email).