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.
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.