Brooks Macdonald
AdvisoryAI

AdvisoryAI automates meeting notes and compliance checks for financial advisors. The software is smart, but they didn’t need a video to tell you that. Instead, they needed a customer story film that shows the cascading real-world impact this one tool has for the people that use it – and their clients.

The film asks a simple question: what if the admin took care of itself? Financial advisors Freddie, David and Neil tell the story of how Brooks Macdonald transformed client meetings by using AdvisoryAI – a simple change, with big consequences: less paperwork, more quality one-on-one time with clients, greater focus, connection and understanding, and better outcomes for everyone.

By focussing on real human impact, the film – an example of the story-led corporate video production we specialise in – takes other financial advisers on that same journey, from problem to solution and impact, letting them imagine how they too would benefit from using AdvisoryAI.