Stage 05 · Customer Lifecycle

Making the complex clear: invoices, contracts and processes as a personal video

The first invoice, the insurance cover, the next steps after a claim: personalized explainer videos show every customer exactly their figures, their benefits, their to-dos. The result: fewer service calls, more understanding and more trust.

  • GDPR-compliant
  • Hosted in Germany
  • Rendered in seconds
Email · with the first invoice just now

Alex Miller, your first invoice explained in 90 seconds

Sample video from the project for E.ON

Installment, consumption and payment method with your own numbers instead of small print.

Watch video rendered from CRM data, in Germany

Typical use cases

Where these videos work

First-invoice video for utilities and telecommunications

Insurance cover and benefits explained clearly: per policy

Status updates on delivery, claims, applications or appointments

Self-service guides for app, portal and contract changes

Accessible delivery with captions, audio description and an accessible player

Data points

What makes the video personal

Examples from this stage. You decide which variables flow into the video; only those are processed, rule-based and without AI access.

How we protect this data
  • invoice amount
  • installment
  • consumption
  • tariff details
  • scope of cover
  • appointment
  • contact person
  • next step

How it works

Three steps to your campaign

  1. 1

    Understand the process

    We analyze where customers have questions (invoice, contract, application) and which data points they really need.

  2. 2

    Explainer with slots

    A clearly structured film in which amounts, benefits and dates are inserted dynamically.

  3. 3

    Integration

    Triggered from billing, CRM or ticket systems: as a link in email, portal or app.

Connected via HTTPS API, webhook or CSV, compatible with Salesforce, HubSpot, SAP and Microsoft Dynamics. Integration details

Results

Numbers from real campaigns

95 % video completion personalized explainer videos
68 % click-through rate for the personalized welcome film SV SparkassenVersicherung
BFSG accessible: captions, audio description, WCAG player mandatory since 28 June 2025
4 formats: 16:9, 1:1, 4:5, 9:16 for every channel

FAQ

Frequently asked questions about this stage

Is sensitive data such as invoice amounts secure?

Yes. TLS 1.3 in transit, encryption at rest, a dedicated customer environment without multi-tenant instances, signed and expiring video links. Only the variables that appear in the film are processed.

Do the videos comply with the German Accessibility Act (BFSG)?

Yes. Closed captions, audio description and an accessible player with keyboard and screen-reader support are available (WCAG 2.1, BFSG).

All questions & answers

Next in the lifecycle Stage 06 Recruiting & employees Employer branding, onboarding, video generators for teams Learn more

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