Video testimonials for financial services

Trust is your whole product. Prove it with your clients' words.

Prosperous financial organizations use Boast to build a library of client praise and showcase it on their website, social media and ads, so prospects see real people who trusted you with real money and were glad they did.

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Financial advisor reviewing client video testimonials on a tablet
★★★★★

“The endorsements help to overcome any buyer skepticism, and adding these testimonials is probably one of the easiest ways to improve our website traffic and sales.”

OneTrust Home Loans
10,000+organizations collecting proof with Boast

Why financial organizations choose Boast

An all-in-one platform to build a library of praise.

Boast gives you every tool you need to request, collect and manage social proof, from the first survey to the widget on your homepage.
  • An intuitive drag-and-drop form builder and a collection of built-in templates
  • Automated email drip campaigns using sequences to request feedback
  • Categorize responses by sentiment, location, staff and custom tags
  • Share praise on your website or a landing page with embeddable widgets
Boast testimonial library organized by advisor and location

Sequences

Ask for feedback when it matters most, every time.

Set automated sequences as email drip campaigns and collect feedback at the right time, every time, without adding a task to anyone's day.
  • Set-and-forget email and SMS requests to your clients
  • Collect feedback at regular intervals with recurring requests
  • Automatically enroll clients into request campaigns based on specific criteria
See how sequences work

Guided Prompts and Auto Captions New

Clients tell the whole story, and every video arrives ready to publish.

A client who says "I'd be happy to" and then never records isn't unwilling. They don't know what to say. Guided Prompts put your questions on screen while they record: the problem they brought you, why they chose your firm, what changed.

Approve the video and Auto Captions are burned in, so it plays with the sound off on LinkedIn and Facebook and meets accessibility expectations without editing.

  • Prompt templates for client testimonials and case studies
  • Clients record from any phone or laptop, no app to install
  • Captioned MP4 and separate subtitle file for compliance review
See how Guided Prompts work

One platform

Get serious about social proof to grow your financial business

Reviews, video testimonials, user-generated videos and surveys, managed from one account.

A healthy online reputation, on autopilot

A healthy online reputation is essential to growth, and reviews provide social proof to every website visitor. Boast's online review software gives clients a simple way to leave a review. Collect reviews for your own website or include links that send clients directly to Facebook and Google.
  • Direct links to Google and Facebook review forms
  • Automated requests with reminders
  • Hear from unhappy clients privately first
Online review management

The plan

Three steps from a satisfied client to proof on your website

  1. 1

    Ask

    Enroll clients in a sequence after closing, onboarding or an annual review. Boast sends the request by email or SMS and handles the reminders.

    See how sequences work
  2. 2

    Record

    Clients tap the link and record from any phone or laptop, no app required. Guided Prompts walk them from the problem to the result.

    Meet Guided Prompts
  3. 3

    Share

    Approve with one click. Captions are burned in, consent is on file, and the testimonial appears on your website, social channels and ads.

    Explore display widgets
Start building your library of praise

Proof

Unbiased recommendations that overcome buyer skepticism.

OneTrust Home Loans serves borrowers through an efficient, transparent, technology-driven loan process. With Boast, reviews and comments from satisfied customers arrive in text, audio or video and go straight to the website.

“These glowing recommendations not only answer questions from our potential customers, but it also gives us credibility and an unbiased recommendation for our products and services. The endorsements help to overcome any buyer skepticism.”

OneTrust Home Loans, Mortgage lending

Customer stories

Financial and real estate organizations that rely on Boast

What it costs to wait

Prospects are deciding whether to trust you with their money before they ever call.

  • Lost clients

    Someone comparing two advisors picks the one whose clients are visibly glad they did. A page without proof reads as a risk.

  • A reputation written by the few

    The client whose loan hit a snag will post a review without being asked. The hundreds who closed smoothly won't, unless you ask.

  • Marketing built on claims

    "Trusted advisors" and "personal service" are on every competitor site. Only the words of your own clients are unique to you.

  • Goodwill that expires

    The gratitude at closing or after a good year is real and brief. Without a system, the moment to ask passes.

FAQ

Questions financial firms ask us

How do financial services firms use Boast?
Lenders, advisors, insurers and accounting firms use Boast to automate review requests, collect video testimonials from clients, run feedback surveys, and publish approved praise on their website and social channels.
Can I ask for feedback at specific points in the client relationship?
Yes. Sequences send email and SMS requests at the moment you choose, such as after closing or at the end of tax season, and can enroll clients automatically based on criteria you set through Zapier.
Can I organize testimonials by advisor or branch?
Yes. Categorize responses by sentiment, location, staff member and custom tags, then filter display widgets so each advisor or office page shows its own proof.
Do clients need to download an app to record a video?
No. Clients tap a link and record in the browser on any phone or laptop. Guided Prompts tell them what to talk about, and Auto Captions are added when you approve.
How does consent work?
Clients agree to your terms when they submit, and Boast stores that consent with the response, so you have a record before anything is published.
Can I send clients to Google and Facebook to leave reviews?
Yes. Collect reviews for your own website or include links that send happy clients directly to Google, Facebook or the review platform your prospects check.

Your happiest customers are ready to sell for you.

Start collecting video testimonials in minutes. Free for 14 days, no credit card required.

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