Corporate Video: Onboarding and Interviews Onboarding Corporate Film for Financial Advisors

We made this short onboarding corporate video for MassMutual.

Challenge

To excite financial advisors and get them to give the platform a try.

Solution

This was conceived as a mid-cycle update on Coverpath, to introduce the financial services platform to advisors who hadn't yet been onboarded. We knew this couldn't be a straight corporate video. It also needed to include some high-concept aspects to get its audience's attention.

We wrote an opening and closing that included a team of runners in New York City's Roosevelt Island park, with NYC's stunning skyline providing a gorgeous background. Our concept for this project was Coverpath's current marketing slogan: You're on the right path with Coverpath, and the client loved that we got to literally show these runners on a path.

We also shot in a Brooklyn loft and in a nice New York City office building.

We combined these narrative/commercial style segments with interviews of key MassMutual people, to give a presentation that leaned on the personal.

Results

The video has been a success, and despite its intended limited use is still being used by financial services advisors worldwide.

Credits

Client:
MassMutual Coverpath

Agency:
GeniusMonkeys, Unlimited

Producer/Writer/Director/Editor:
Patrick Ortman

Producer:
Jessica Rothert

Director of Photography:
Eric Richardson