Visible every week, in your voice
Plain answers to the questions clients ask first, held until your compliance review is done.
First brand read free. No filming.
Percify helps financial advisors show up on short video: it reads your site, drafts posts from formats that already work in your field, and your avatar presents them in your voice once you approve them.
What a post for financial advisors sounds like
Your avatar says it in your cloned voice, captions included. Three example hooks Percify could open on; pick one to play it.
An example, not a real account or post.
Sound familiar?
What gets in the way for financial advisors now, and what Percify does instead.
- Now
No time to be on camera
Client meetings fill the week, and filming never makes the list.
With PercifyYour avatar presents each post, so you review a script instead of setting up a camera.
- Now
Posting rarely, so nobody remembers you
Prospects choose the advisor they keep seeing, not the one who posted once in spring.
With PercifyA few approved posts a week keep going out, each one only after your sign-off.
- Now
Content that could be anyone
Bought newsletters and stock graphics never sound like the person they would be calling.
With PercifyWritten from your own site and tone, in your cloned voice, so it sounds like the person they would call.
A week of posts for financial advisors
3 talking videos a week. Regular enough to be remembered, with time for compliance review.
- Mon
The question clients ask first - TueNo post
- Wed
One term, explained simply - ThuNo post
- Fri
What a first meeting covers - SatNo post
- SunNo post
The question clients ask first
The first thing new clients tend to ask, answered in general terms that point people to a proper meeting.
One term, explained simply
A planning term defined plainly, framed as education rather than a recommendation.
What a first meeting covers
How your first meeting runs, what to bring and what happens after it.
Why you work this way
The reasoning behind your process, told in your voice so people know who they would be calling.
How it works for financial advisors
Three steps, and after the first one Percify does the work. Nothing posts until you approve it.
- Step 1
Paste your firm site
Percify reads your name, tone of voice and who you serve from the public pages you give it.
- Step 2
Review every script
Nothing posts until you approve it. Edit any line, and run it past your compliance process first if your firm has one.
- Step 3
Scheduled once approved
Approved posts go to LinkedIn, YouTube, Facebook and more, only after your sign-off.
What it does not do
Where Percify stops and you take over.
- It does not give financial advice or check posts against your regulator's advertising rules.
- It does not approve posts for you. You, and your compliance team if you have one, sign off every video.
- It does not archive posts for record keeping. Keep using your firm's archiving provider.
What a week costs
Worked out from the current plans. Your first brand read is free.
Your questions, answered
What financial advisors ask before they start.
No. Your avatar is cloned from one photo and speaks in your voice.
No. Percify is not a compliance archive. If your regulator or firm requires social media records, keep capturing posts with your existing archiving provider.
Yes. Nothing is posted until you approve it, so you can hold each script and caption until your usual review is done. Percify does not run that review for you.
Not unless you write it in yourself. Scripts come from your brand read and never copy claims from other posts, and you can edit or remove any line before approving.
Yes. LinkedIn is one of ten platforms, along with YouTube, Facebook, X and others.
Several platforms ask you to disclose realistic AI video, and your firm may have its own rules. Our guide on labelling AI videos of yourself lists what each platform asks for.
3 talking videos a week is about 390 credits a month, which Creator ($26 a month) covers. To have them posted for you, Scale and Ultra include posting accounts, or any plan can add one for $5 a month. The first brand read is free.