The proof is in the recording.

Client testimonial operations for RIAs

Client stories your firm can stand behind.

Give clients a simple private recording experience while your firm keeps control of the questions, review, disclosures, publication, and ongoing status. Every published story retains a traceable record built in — an evidence record linked to the sealed source recording.

Private linkClients record without an account or app.
Whole answersYour firm reviews before anything becomes public.
Current statusPublication stays tied to an explicit review state.

From invitation to publication

One controlled path, not a folder of loose videos.

GENYOUINE connects the client experience to the firm’s review process and the published story. The source record, publication decision, and current status remain distinguishable instead of being flattened into one vague approval claim.

1

Curate

Choose the questions and disclosure settings for the campaign.

2

Invite

Send a private link. The client needs no account or app.

3

Record

The client answers in the browser and completes the requested disclosures.

4

Review

Inspect whole answers and the associated record before publication.

5

Publish

Share a controlled story and keep its publication status current.

Built around firm review

The story is only half the deliverable.

Your team also needs to know what was asked, what the client answered, what was disclosed, what was approved, and whether the published presentation is still current.

Question control

Build campaigns from curated questions instead of asking clients for an open-ended endorsement.

Review before publication

Nothing is public until the firm reviews the submitted answer and chooses to publish it.

Disclosure and currentness

Keep capture-time disclosure evidence separate from the latest publication-review state.

Records that stay connected

Retain the source-linked evidence record, certificate, transcript, and authorized export around the story.

The trust layer

Inspectable evidence, stated within its limits.

The sealed source recording is fingerprinted and bound to a signed certificate, so later changes to those sealed bytes cause verification to fail. That supports a traceable record; it does not determine identity, truthfulness, coaching, or legal compliance.

Inspect a sample certificate

What the pilot lets you test

  • Whether your clients will complete a private browser recording
  • How the review and disclosure workflow fits your firm
  • Where controlled stories belong in your website and sales process
  • What your compliance reviewer needs in the retained record

Founder-led RIA pilot

See whether the workflow fits your firm before scaling it.