The only video creation platform built for the enterprise

EL SEGUNDO, CA — July 8, 2026 — Socialive, the enterprise video creation platform built for regulated industries, and Integrated Partners, a leading national financial planning and wealth management firm, today announced a strategic partnership to help advisors strengthen client relationships, increase visibility, and scale authentic communication through video, social media, and AI.

The partnership will equip Integrated Partners advisors with the tools to create high-quality, branded video content that helps them share expertise, communicate consistently, and build trust with clients and prospects across digital channels. Together, the firms are creating a scalable approach to advisor communication that combines the power of human connection with modern technology.

As part of the announcement, Socialive Founder and CEO David Moricca sat down with Integrated Partners Chief Brand Officer Matt Ackermann for a conversation on how wealth management firms can use video to scale expertise, build trust, and strengthen human connection in an increasingly AI-driven world.

In the 30-minute discussion, they explore why authentic expertise matters more than ever, how video has become one of the most effective ways for advisors to build credibility and familiarity, and why the firms that win won't use technology to replace human relationships — they'll use it to amplify expertise, strengthen trust, and help advisors connect with more people in meaningful ways.

The financial landscape is undergoing a massive transformation, with an estimated $124 trillion in wealth expected to transfer to heirs, spouses, and charities through 2048 in what has been called the largest intergenerational wealth transfer in history.¹ At the same time, many firms are facing advisor shortages, increasing competition, and changing client expectations. As investors increasingly research financial topics online and through social media before engaging with an advisor, trust is being built long before the first meeting. Research shows that 30% of Americans use social media for financial advice, with adoption significantly higher among younger generations.²

In this environment, trust is increasingly driven by visibility, familiarity, and ongoing communication. While technology continues to reshape the industry, investors still choose advisors they know and trust. Video has emerged as one of the most effective ways to scale authentic human connection, allowing advisors to share expertise, communicate consistently, and build relationships across digital channels. As firms adapt to the expectations of younger, digitally engaged investors, many are investing in video as a core component of advisor growth, visibility, and client engagement. Research from CFA Institute found that 44% of Gen Z investors use social media to learn about investing, underscoring the growing importance of digital engagement for wealth management firms.³

While technology continues to reshape the industry, investors still choose advisors they know and trust. Video has emerged as one of the most powerful ways to humanize expertise, demonstrate credibility, and create authentic connections at scale. At the same time, AI is helping firms remove the traditional barriers associated with content creation, making it easier for advisors to communicate consistently while remaining authentic and compliant.

"The future of wealth management isn't about replacing human relationships with technology. It's about helping advisors scale their expertise and strengthen those relationships in a more digital world," said David Moricca, Founder and CEO of Socialive. "Video gives advisors the ability to communicate in a way that is personal, authentic, and human, while AI helps remove the friction that has traditionally limited participation. The firms that succeed will be the ones that combine technology with authentic expertise."

"As AI becomes more prevalent, authenticity becomes more valuable," said Matt Ackermann, Chief Brand Officer at Integrated Partners. "Investors still want trusted guidance from real people. Video gives advisors the ability to share their expertise, perspective, and personality in a way that builds familiarity and trust long before a first meeting. The opportunity isn't simply to create more content—it's to create more meaningful connections."

While technology continues to transform how advisors communicate, relationships remain the foundation of wealth management. Firms that successfully combine authentic expertise, human connection, and modern communication channels will be best positioned to earn trust, deepen engagement, and grow in the years ahead. Through conversations like this one, Socialive and Integrated Partners are helping industry leaders explore what that future looks like.

About Socialive

Socialive is an AI-powered video creation platform that helps organizations communicate with video as easily as they do with text. Built for scalable, real-time communication, Socialive enables marketing and business teams to empower executives, advisors, and subject matter experts to create authentic, on-brand, and compliant video quickly and consistently.

Through guided workflows, embedded AI, and enterprise-grade governance, Socialive transforms video from a slow, one-off production process into a fast, repeatable system for everyday communication. Its newest AI capabilities help organizations transform expertise, insights, and ideas into compelling video while removing friction from creation, production, branding, and compliance workflows.

About Integrated Partners

Integrated Partners is a national financial planning and registered investment advisory firm that helps advisors deliver comprehensive wealth management through an integrated approach that combines financial planning, tax expertise, and business consulting. The firm supports advisors with the resources, technology, and strategic guidance needed to strengthen client relationships and grow their businesses.

Key takeaways:

• Automatically translates transcripts and captions
• Available in up to 75 languages
• Efficient first step in localizationprocess
  

The power of video is that it connects audiences — no matter where they are. Video is used to connect distant physical locations and express messages in an authentic, engaging way.

So why let language be a barrier?

If social media is any example, businesses need to consider — or, in some cases, prioritize — content that serves non-English-speaking audiences. Research shows that more than 60% of the world uses social media, despite only about 20% of digital audiences speaking English as their first language.

TL;DR: companies that only create content in English are missing a massive opportunity.

Enter Socialive’s NEW Subtitle Translations. Socialive’s platform automatically generates a transcript that is burned into videos as subtitles. Businesses can translate those subtitles into 75 languages to help localize content and scale the reach of each piece of core content.

Translated subtitles in Socialive

Subtitle Translations help businesses reach new audiences by adding translated subtitles to videos. The value of a translation generated in platform goes far beyond the simple idea of viewing content in a familiar language.

Translate compliant content

Subtitle translations enable highly regulated industries to distribute the same approved, compliant content in new languages. The current process for a financial services company or wealth management firm to create videos in different videos might include several steps.

The creative team drafts a script, there’s a lengthy approval process, and then there are tons of manual elements that can get in the way. Of course, the advisor has to nail the take, but then there are more content and brand reviews for each video. Each translation demands its own creation and review cycle — and what happens when the translator for a specific language is unavailable?

And that’s all assuming you’re using the same English video and adding captions for each translation, rather than recording new versions in each language.

Clearly, there must be a better way.

A more efficient localization process

Here’s what a subtitle translation workflow looks like with Socialive.

• The creative team creates an approved video template in Socialive 
• The template is approved by the brand team
• The script is sent through a compliance review
• The English script is sent in a recording invite to each advisor
• The advisors record their videos and make quick edits from the invite link
• The creative team receives each video and performs quick content checks
• The creative team generates versions with subtitles for each desired language
• Each translated video is sent for language-based compliance reviews
• The firm sends each video to the appropriate audience

That level of scale is inconceivable without the power of Subtitle Translations (and a little help from Socialive’s CreatorSuite).

Save weeks of time across campaigns

The traditional localization workflow couldn’t scale because it was time-consuming. Even with an in-house translator, it can take up to an hour to produce a high-quality translation from scratch for a 30-second video.

Multiply that by the number of videos in the campaign and by the number of languages needed. For a campaign of videos featuring five advisors, distributed in 10 languages, it would take weeks of work across various agencies and reviewers.

Subtitle Translations centralizes all that work. Simply translate each video, generate transcripts from each version, and send those transcripts to the appropriate reviewer.‍

Subtitle translations can reduce localization time by weeks per campaign.

Cut localization fees in half

The traditional localization process was also cost-prohibitive. Agencies charge an average of $50 per hour of work or around $0.50 per word for a high-quality translation. Again, that’s assuming the agency is responsible for reviewing the video, manually creating a transcript, and then translating it from English into the intended language.

Those same agency costs plummet when the task is to review each transcript and ensure the translation hits the mark for the local audience.‍

Enterprises can cut translation costs by 50-80% by shifting agencies from production to review.

How else AI is powering video creation

While English might be the primary language of the business world, it’s not the primary language for the bulk of global audiences. Subtitle Translations open up the nearly-80% of the globe that doesn’t speak English to the content of English-based businesses.

Subtitle Translations is the first of Socialive’s AI-powered features that extend the reach of your video content. Much like the AISuite, it uses embedded, applied AI to accelerate video creation and scale enterprise communication.

Of course, having a video viewable by multilingual audiences is only one piece — it has to look and sound great, too. The AISuite focuses on making every take the best take, eliminating the need to re-record content that isn't up to enterprise-quality standards.

The Enhance pillar of the AISuite includes:

• Eye Contact to keep the speaker’s eyes locked on the audience
• Studio Voice to generate crisp, clean audio
• Super Resolution and Sharpen to maximize picture clarity and resolution

Check out our webinar that covers Subtitle Translations, Super Resolution, and Sharpen, and provides a bit more context on Socialive’s perspective on AI. Click here to register for the webinar recording.

EL SEGUNDO, CA — July 1, 2026 — Socialive, the enterprise video creation platform built for regulated industries, and Composition Wealth, a leading independent wealth management firm, today announced a strategic partnership to help advisors strengthen client relationships, increase visibility, and scale authentic communication through video, social media, and AI.‍

The partnership will equip Composition Wealth advisors with the tools to create high-quality, branded video content that helps them share expertise, communicate consistently, and build trust with clients and prospects across digital channels. Together, the firms are creating a scalable approach to advisor communication that combines the power of human connection with modern technology.

As part of the announcement, Socialive CEO and Founder David Moricca sat down with Composition Wealth Chief Marketing Officer Meghan McCartan for a conversation on the future of advisor communication and the role of video, social media, and AI in wealth management.‍

In the 15-minute discussion, they explore why human connection matters more than ever, how firms can create a culture that embraces video and social engagement, and why the firms that win won't use technology to replace relationships — they'll use it to strengthen relationships, scale trust, and help advisors connect with more people in meaningful ways.‍

Watch the full conversation below

The financial landscape is undergoing a massive transformation, with an estimated $124 trillion in wealth expected to transfer to heirs, spouses, and charities through 2048 in what has been called the largest intergenerational wealth transfer in history. At the same time, investors increasingly expect personalized advice, timely communication, and digital engagement. Research shows that 30% of Americans use social media for financial advice, with adoption significantly higher among younger generations.

In this environment, trust is increasingly built through visibility, familiarity, and ongoing communication. While technology continues to reshape the industry, investors still choose advisors they know and trust. Video has emerged as one of the most effective ways to humanize expertise and create meaningful connections at scale. Research from CFA Institute found that 44% of Gen Z investors use social media to learn about investing, underscoring the growing importance of digital engagement for wealth management firms.

The Socialive platform enables advisors to record, edit, brand, review, and publish video through workflows designed specifically for regulated industries. By reducing the friction traditionally associated with video production, advisors can focus on what they do best: building relationships and delivering personalized advice.‍

"The future of wealth management isn't about replacing human relationships with technology — it's about helping advisors deepen and scale those relationships in a more digital world," said David Moricca, CEO and Founder of Socialive. "As demand for personalized advice continues to grow, firms need new ways to help advisors stay visible, build trust, and communicate consistently. Video is one of the most powerful ways to humanize expertise, and AI is making it more scalable than ever. We're excited to partner with Composition Wealth to help advisors amplify their voice, strengthen client relationships, and drive sustainable growth."

"At Composition Wealth, we believe exceptional client experiences are built on authentic human relationships," said Meghan McCartan, Chief Marketing Officer at Composition Wealth. "As investors increasingly form impressions online before ever speaking with an advisor, it's important that our advisors have modern ways to communicate, educate, and build trust. Video allows advisors to bring their personalities, expertise, and perspectives to life in a way that other channels simply can't. Socialive gives us a scalable framework for empowering advisors to create professional, compliant content while maintaining the authenticity that makes those relationships meaningful."‍

As wealth management firms navigate a rapidly changing landscape, many are searching for ways to help advisors deepen relationships while expanding their reach. Through this partnership, Socialive and Composition Wealth are helping advisors build stronger connections, communicate more consistently, and create a trusted digital presence without sacrificing the human element that remains at the heart of financial advice.

Press Contact

Jennifer Burak

VP of Marketing, Socialive

press@socialive.us

About Socialive

Socialive is an enterprise platform for scalable video communication, helping organizations to communicate with video as easily as they do with text. Built for modern, real-time communication, the platform empowers centralized teams to enable employees across the business to create authentic, on-brand video quickly and consistently without specialized equipment. With guided workflows, embedded AI, and enterprise-grade governance, Socialive transforms video from a slow, one-off process into a fast, repeatable system for everyday communication. The result is timely, in-the-moment video delivered across the organization — helping companies build trust, increase visibility, and drive organic growth without sacrificing quality, brand consistency or control. Socialive is led by Founder and CEO David Moricca.

About Composition Wealth

Composition Wealth is an independent, registered investment advisory firm. As fiduciaries, we are focused on providing a best-in-class experience, advice, and technology tailored to evolve with you over time so that you can live the story you’ve always envisioned.

The videos that stand out and drive engagement are usually the ones that feel dynamic, polished, and easy to follow.

From social clips and webinars to executive updates and snackable content, on-screen text helps capture attention, reinforce key messages, and keep viewers engaged while scrolling.

That’s why Socialive now includes Custom Text Overlays directly inside the Editor.

With Text Overlays, creators can add and customize on-screen text elements without relying on external design tools or complicated editing workflows. Whether you’re adding agendas, speaker names, key statistics, disclaimers, announcements, or calls to action, you can now build polished visual elements directly within Socialive.

The result? Faster production workflows and more engaging, professional-looking content.

Why text overlays matter

Most viewers decide within seconds whether they’ll continue watching a video.

Text overlays help immediately communicate context and guide attention — especially in social feeds where people are scrolling quickly or watching with sound low or muted.

Simple overlays can help:

• Make videos feel more polished and branded
• Reinforce key messaging
• Improve viewer retention
• Highlight important moments
• Increase accessibility
• Create more visually engaging content

Even small visual enhancements can make contributor-created content feel significantly more professional.

What you can create with text overlays

Text Overlays make it easy to build visual elements directly inside your production workflow.

Popular use cases include:

• Speaker lower-thirds
• Episode titles
• Live agendas
• Statistics and data highlights
• Compliance disclaimers
• Quotes and soundbites
• Call-to-action messaging
• Event announcements
• Section headers
• Session summaries
• Breaking news or market updates

Because overlays can be edited directly inside Socialive, teams can quickly update messaging without recreating graphics in external design tools.

How to add text overlays

1. Open the layers tab and select overlay

Start by opening the Layers tab inside the Socialive Editor and choose the Overlay option to begin adding a new visual element.

2. Choose text

Select Text to create a custom text overlay directly inside your project.

3. Customize your overlay

Once added, text boxes can be fully customized within the platform.

Customization options include:

• Drag-and-drop placement
• Text resizing
• Bold formatting
• Center alignment
• Fill colors
• Borders with adjustable thickness
• Rounded corners for a polished appearance

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Creative ways to use text overlays

Not sure where to start? Here are a few ideas teams are already using:

Create scroll-stopping headlines

Use bold opening text to immediately tell viewers why the content matters.

Examples:

• “3 investing trends to watch”
• “What every advisor should know”
• “Big product announcement”
• “Key takeaways from EDGE”

Highlight important quotes

Pull out impactful one-liners or soundbites to reinforce key moments.

This works especially well for:

• Executive thought leadership
• Customer testimonials
• Fireside chats
• Webinar clips

Add branded section titles

Break longer videos into digestible sections using title overlays.

Examples:

• “Market outlook”
• “What changed”
• “What’s next”
• “Customer spotlight”

Reinforce calls to action

Use overlays near the end of videos to encourage the next step.

Examples:

• “Register now”
• “Learn more”
• “Download the report”
• “Follow for more insights”

Best practices for better overlays

1. Keep text concise: Short phrases are easier to read quickly, especially on mobile devices.

2. Prioritize readability: Use high-contrast colors and large enough text sizes so overlays remain easy to read across screens.

3. Avoid overcrowding: Too much text can distract from the speaker and reduce engagement.

4. Keep styling consistent: Using consistent colors, fonts, and placement helps content feel more branded and professional.

5. Time overlays intentionally: Bring overlays in when they reinforce what’s being said rather than competing with the speaker.
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Now teams can create and adjust overlays directly inside Socialive, making workflows faster, more flexible, and easier to scale.

Whether you’re producing social clips, executive communications, webinars, or advisor videos, Text Overlays help transform simple recordings into more engaging, branded, and professional content.

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