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Client stories for advisory firms

The proof is in the recording.

Collect client stories. Review every answer. Keep the source.

Explore GENYOUINE

Client stories for advisory firms

Your clients’ stories. Your firm’s review. The source, preserved.

Collect video and audio stories, review each answer, and publish with permission and disclosures in place. Built for registered investment advisers, with a connected record behind every published story.

$499 total · 90 days · One firm · Up to 3 participant stories

GENYOUINEWorkflow illustration

Behind each published story

  1. Permission

    The uses your client agreed to

  2. Source

    The preserved recording and transcript

  3. Review

    Your firm’s decisions and disclosures

  4. Publication

    The story, issued media, and current status

Explore the full workflow

From invitation to publication

Make room for the client’s voice. Keep the decisions in view.

A simple experience for your client

Send a private link. Your client chooses permitted uses and records video or audio in their browser, one answer at a time. No account or app required.

A deliberate review for your firm

Choose the questions, review answers and disclosures, request a targeted retake, and decide what to publish. Recordings stay private until your firm publishes them.

A record that stays with the story

Keep the source, permission, transcript, review decisions, and publication history connected. Inspect the evidence behind a story when you need it.

Ready for your next conversation

Share the story. Keep its context close.

Explore a fictional story package

On your website

Publish a story page, collect stories on your firm’s public page, or embed them on your website. Visitors can inspect the disclosures and source record.

In your distribution workflow

Create media for an authorized destination with captions and disclosure context. Each issued file has a Release Passport linking it to its record and current status.

GENYOUINE tracks the external placements your firm declares. It cannot recall copies from third-party platforms.

Evidence you can inspect.

Signed records let you check a sealed source or exact issued file for changes. They do not establish identity, truthfulness, or legal compliance. Your firm remains responsible for its advertising decisions.

Inspect a sample certificate

$499 · 90-day evaluation

Start with one firm and up to three client stories.

Walk through the product with us, agree the evaluation scope, and see how it fits your review process. No automatic renewal.