G2

Varun S.

Small-Business (50 or fewer emp.)

9/7/2020

"Great tool for client engagement"

5/5

What do you like best about Enrich?

Referrals: We are very pleased with the results of portfolio video statements. More than 10% of our clients watching the video were ready to refer clients to us

Engagement: We have seen an increase in client interaction with advisors. The clients can

directly reach our advisors with in-video Call-to-action (CTA) buttons in the

portfolio video statements.

The portfolio video statements also provided a medium to reach out to all

HNI clients with our market commentary. Review collected by and hosted on G2.com.

What do you dislike about Enrich?

Have not come across any pain points so far Review collected by and hosted on G2.com.

What problems is Enrich solving and how is that benefiting you?

Driving online referrals through portfolio video statements.

EnrichVideo has helped us add a personal Touchpoint with our clients. through the market outlook section in the video, we could reach out to all our clients one on one.

We could collect qualitative feedback from the few dissatisfied clients to act immediately. Review collected by and hosted on G2.com.