Idea Factory

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.
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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 $99/mo we’ll brand all the videos in the suite. 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.
Play Video

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 $99/mo we’ll brand all the videos in the suite. 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.

 

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 $99/mo we’ll brand all the videos in the suite. 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.

 
I feel even our less tech-savvy clients are going to be able to navigate some of these applications very easily.
Nate LeGrand, CFP®
President, CEO & Idea Factory Member at CenterPoint Financial Group
We love how the Idea Factory videos have helped us integrate more digital education into our on-boarding process.
James Kruzan, CFP®
FOUNDER & IDEA FACTORY MEMBER AT KAYDAN WEALTH MANAGEMENT
Offering instructional videos on how to do any number of 'administrivia' tasks just facilitates a positive client experience.
KALITA BLESSING, CFP®
WEALTH ADVISOR & IDEA FACTORY MEMBER AT QUEST CAPITAL MANAGEMENT, INC.

Why do we answer the same client questions over and over again?

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.

 
Why do we answer our clients questions over and over
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Idea Factory Video Suite

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How to Use Client Access

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How To Set Up e-Delivery

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How To Start Using The Vault

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How To Start Using The Vault
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How to Aggregate Your Accounts

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How To Use The Goal Plan

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How to Make a Mobile Check Deposit

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How To Use The Goal Plan
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Where To Find Your Tax Documents

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How to Use e-Signature

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How To Use e-Money
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How to Use e-Money

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How to Find your Statement & Fees

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2 Factor Authentication

How To Find Your Statement And Fees
Your First Zoom Meeting
Using Secure Message
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Secure Message

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Help! I’ve Lost my Password

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Funds Transfer (on Desktop)

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Funds Transfer (On Desktop)
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Mobile Funds Transfer

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Sharing to Turbo Tax

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Customize your View

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Sharing to TurboTax
Customize Your View Of Client Access
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Using the eMoney Vault

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RJ Charitable Giving

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A Peek Inside Client Access

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