Storyline, a US-based platform providing personalised AI-generated video for wealth and asset management, has secured its first institutional funding round, led by Zurich-based FiveT Fintech.
The platform is designed specifically for financial institutions, converting traditional reporting formats, such as PDFs, portfolio summaries and performance updates, into secure, compliant video “episodes” suitable for both desktop and mobile.
These videos are intended to support client communication across the wealth management lifecycle.
Unlike generative AI tools aimed at marketing, Storyline’s deterministic AI prioritises compliance, accuracy and security.
Financial institutions can produce market updates, fund explainers, portfolio reviews and proposals, all with built-in analytics, narration controls and audit-ready workflows.
The platform integrates with existing systems through an API-first approach, allowing for rapid deployment.
“Private banking has long struggled to balance personalisation with scale,”
said David Navama, Co-founder and CEO of Storyline.
“Storyline bridges that gap with a compliant, video-first format that clients actually consume. We believe this empowers relationship managers to deliver more impactful interactions, while signalling to the next generation of wealth management clients that their bank is ready to engage and communicate in their language.”
As generational wealth transfers and investor expectations shift towards digital channels, financial institutions are seeking ways to modernise communications without losing the human element.
Storyline aims to support firms in enhancing advisor-client connections by freeing time for relationship managers and providing timely, relevant updates in a format clients can revisit.
“FiveT Fintech shares our conviction that wealth management doesn’t need another replacement for the relationship manager, it needs augmentation,”
Navama added.
“With their support, we can accelerate our mission to redefine how financial institutions engage clients, ensuring every update is timely, compliant, and meaningful.”
Featured image credit: Edited by Fintech News Switzerland, based on image by thanyakij-12 via Freepik
