Walk clients through portfolio dashboards, market analysis, and financial plans with auto-zoom that keeps every chart and figure crystal clear.
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Common frustrations financial advisors face when trying to create clear screen recordings.
You pull up a portfolio dashboard on a call and the client sees a wall of numbers. Without guidance, the data overwhelms instead of informs.
Building slide decks to explain market conditions steals time from actual advisory work. The analysis is on your screen — you just need to record it.
Sending a PDF financial plan gets a 'thanks, I'll read it later' that turns into never. A video walkthrough would actually get watched.
Your firm's compliance workflows are complex and change regularly. Keeping written procedures current is a constant struggle.
Zumie features that make screen recording effortless for financial advisors.
Zumie zooms into the specific charts, metrics, and account details you're discussing, transforming dense dashboards into clear client presentations.
As you navigate between accounts, time periods, and asset classes, click highlights create a guided tour through the data.
Record a 5-minute walkthrough of a client's financial plan. Auto-zoom makes it look professionally produced without any editing.
Record compliance procedures as you perform them. Create a visual reference that's easier to follow and update than written manuals.
Real scenarios where Zumie's auto-zoom makes recordings dramatically more useful for financial advisors.
Walk clients through their portfolio performance on screen, zooming into the holdings, returns, and allocation changes that matter most.
Record your screen as you analyze market trends and economic data. Share with clients instead of scheduling yet another market update call.
Record a personalized walkthrough of a client's financial plan. They actually watch a 5-minute video — unlike the 30-page PDF.
How financial advisors use Zumie in their day-to-day work.
Navigate to the portfolio platform, planning tool, or market analysis dashboard in your browser.
Click the Zumie extension and begin recording with your microphone for narration.
Navigate charts, explain allocations, highlight key metrics. Zumie auto-zooms to keep every number and graph readable.
Stop recording and email the link. Clients get a personal, watchable financial update without scheduling a meeting.
See how Zumie enhances recordings for the tools financial advisors use every day.
Recordings are processed locally in your browser. Share links are private and only accessible to people you share them with. Always follow your firm's data handling and compliance policies.
Yes. Zumie records any browser tab with auto-zoom. For desktop financial software, use full-screen recording to capture any application.
A 5-minute personalized video gets watched far more than a 30-page financial plan PDF. Clients appreciate the personal touch and clear visuals.
Absolutely. Record weekly or monthly market updates and share links with all your clients. Build a video content library over time.
At $39 one-time, Zumie costs less than 15 minutes of your advisory fee. Create unlimited client video updates and compliance recordings without subscription costs.
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Install Zumie for free and see the difference automatic zoom makes in your recordings. No signup, no credit card, no commitment.
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