Personalized video for financial advisors and insurance agents
Sendspark is an AI personalized video platform for financial advisors, insurance agents, mortgage teams and fintech sales teams. Record a message once, and each client gets a version that says their name in your cloned voice, with their website or a map of their town behind you. Send it from Gmail, Outlook, LinkedIn or your CRM, add a button to book a review, and see who watched.
SOC 2 Type II- Read reviews on G2
Trusted by sales and marketing teams at
Clients who hear from you once a year, by letter
Referrals get a generic intro, reviews get a calendar invite, and renewals arrive as paperwork. Between those moments the relationship goes quiet, which is exactly when clients start listening to someone else.
The client moments where a personal message matters most
- 1
Referral intros and first touch
A short video that greets the referred person by name, with their LinkedIn profile or website behind you. Insert it in Gmail or send it on LinkedIn. Adding the referrer's name as a second variable needs Growth and above.
AI Personalized Video - 2
Before the first meeting
Introduce yourself and the agenda on a branded landing page, with an embedded calendar and buttons to call or text you.
Landing Pages - 3
Onboarding new clients
Walk through paperwork, a portal or next steps on screen with your camera in the corner. Auto captions and a transcript let clients read it later, and password protection keeps private videos private.
Record Videos - 4
Annual reviews, renewals and rate changes
Invite each client to book a review, or reach out before a renewal, as soon as your CRM flags the date. A workflow sends the video, and view alerts tell you who watched.
Automated Workflows - 5
Clients who prefer another language
The same personal message in the language a family speaks at home, from one recording, with captions in other languages.
AI Personalized Video
A personal message for every client, reviewed your way
Every client hears their own name, in your voice
Record once. Sendspark clones your voice to say each client's name and puts their website, LinkedIn profile or a Google Maps location behind you. Import clients by CSV or from HubSpot or Salesforce.
Explore AI Personalized Video
Clients book the review from the video itself
Every video opens on a branded page with your logo and colors (custom logo and domain on Growth and above). Add buttons to book a review, call or text you, and embed a booking calendar from Calendly, Google Calendar, Outlook or HubSpot.
Explore Landing Pages
Reviews and renewals go out on time, on their own
When your CRM flags a review date or a renewal, a workflow generates the personalized video and sends it, with no new recording. Automated Workflows are on Growth and above.
Explore Automated Workflows
What advisors ask first
Plain answers, from what the product does today.
"My compliance team will never approve this."
Bring them in early. You write and record the script, and AI adds only the details you choose, like each client's name. Every video has a transcript, and you can download the MP4 and its transcript for your firm's review.
"My clients barely open email, let alone click a video."
Nothing to install. The email shows an animated GIF of you with a play button that works in Gmail and Outlook, and it opens a simple branded page with captions, a transcript and buttons to call, text or book a time.
"I don't have time to record a video for every client."
You don't have to. Record once, import clients by CSV or from HubSpot or Salesforce, and Sendspark makes a personal version for each one.
Security your firm can review
Sendspark is SOC 2 Type II compliant. Enterprise workspaces add SSO/SAML, SCIM provisioning, audit logs and domain verification, and you can password-protect private videos.
Explore Enterprise Security- SOC 2 Type II
- SSO/SAML
- SCIM provisioning
- Audit logs
- Domain verification
- Password protection
Works with your inbox and CRM
Gmail
Outlook
LinkedIn
Salesforce
HubSpot
Calendly
Zapier
OutreachThe advanced Salesforce integration is on Growth and above.
See all integrationsGoes well with
Frequently asked questions
Can my compliance team review a video before I send it?
Yes. Record the video, then share its link and transcript with your compliance team before it goes to any client. You can also download the MP4 and the transcript for your firm's own review.
Do I have to record a new video for every client?
No. One recording covers your whole list. AI adds each client's name and a background such as their website, and you can bring contacts in by CSV, Zapier or the API.
Will the video play in my clients' email?
Most inboxes don't play video, so Sendspark adds an animated GIF thumbnail with a play button that opens the video's landing page. It works in Gmail, Outlook and 70+ sales and email tools.
Can clients book a meeting from the video?
Yes. Add a button that opens your calendar, calls your phone or sends a text, or embed a booking calendar from tools like Calendly, Google Calendar, Outlook or HubSpot.
Is Sendspark secure enough for a financial firm?
Yes. Sendspark is SOC 2 Type II compliant, and Enterprise workspaces add SSO/SAML, SCIM provisioning and audit logs. Our security page and Trust Center have the details.
Updated
Make your next outreach personal.
Record one video and let Sendspark do the rest.
