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Client How-to Videos

You’ve got some great tech tools in place for your clients, so why is nobody using them? Clients need an easy way to learn, but you can’t spend your time hand holding. Let the Idea Factory videos do it for you.


How it Works

Q: What’s the best way to learn to do something?
A: Watch someone else do it.

Q: What’s the most cost-effective way to train someone?
A: Create a video you can use again and again.

How much do the videos cost?

We’re glad you asked because, well, you’re in finance and we hope you’re thinking about numbers! For $150/mo we’ll brand all the videos in the suite. Plus, every other month we’ll add another video and brand that up for you too. And, if there’s a change to how the tech works in one of the videos, we’ll be updating it and automatically replacing it for you.

What’s the catch?

It’s a 12-month minimum subscription. You can’t get in this month and out the next. After 12 months, you may cancel at any time … but you will lose access to the videos. Sometimes good things do have to come to an end.


Why answer the same client questions over and over?

With Idea Factory, you can share a video that shows your clients how to do it themselves. Show them how to log on to Client Access for the first time or deposit a check with their phone. We also give you ready-made SEO rich copy and suggested tags for YouTube and your website. Oh, and a plan to use your videos, too.