The only video creation platform built for the enterprise

Key takeaways:

• Enterprise video creation currently has a workflow problem
• Catalyst streamlines and scales high-quality video without experts
• Generative AI models aren’t built on video infrastructure designed for enterprises

AI has changed the content creation workflow so that a simple prompt generates ideas, writes copy, summarizes documents, or creates a first draft in seconds.

But our enterprise partners have reminded us of the issue AI can’t solve on its own:

Creating enterprise video isn't a content problem. It's a workflow problem.

Organizations don't struggle because they can't write a script. They struggle because turning an idea into a finished, branded, compliant video requires dozens of people, decisions, systems, and workflows working together.

But at the end of the day, the demand for enterprise isn’t on the rise because “we should be doing video” — it’s connected to strategic initiatives.

Video is used to educate customers. Increase visibility. Build trust. Share expertise. Communicate with employees. Explain complex ideas. Strengthen relationships. Drive organic growth.

That's why we're building Catalyst.

Catalyst is our new AI-first prompt-based video creation engine that transforms a simple prompt into enterprise-ready video by orchestrating AI, people, enterprise knowledge, and production workflows in a single experience.

Our vision is to fundamentally change how enterprises create video.

From prompt to production

Imagine asking AI to create a series of advisor videos from a market commentary, transform a webinar into short-form social content, produce a recruiting campaign from a PowerPoint presentation, or turn a recorded executive update into a polished company announcement.

That's the promise of Catalyst.

With a simple prompt, Catalyst understands what you're trying to accomplish and begins orchestrating the production process. It can generate scripts, transform static content into dynamic video, automate editing and production, build branded layouts, apply graphics and transitions, perform an initial compliance review, and route content through your organization's approval workflows.

Instead of producing another draft that requires hours of manual work, Catalyst helps deliver enterprise-ready video that's aligned with your brand, your standards, and your production processes.

The experience is simple.

The orchestration behind it is anything but.

Why can't I just use Claude?

It's one of the first questions we hear.

"If Claude or ChatGPT can generate content, why do I need Catalyst?"

It's a fair question. The answer is that Catalyst isn't competing with Claude — it's built on top of the enterprise foundation we've spent years creating.

Large language models are extraordinary reasoning engines. They can generate text, summarize information, write scripts, and answer questions. Catalyst leverages those capabilities where they create value.

But if you wanted to build Catalyst using Claude alone, you would first have to build everything Socialive has already built.

You would need an enterprise video platform capable of recording and producing video, automating editing, managing brand templates, applying layouts and graphics, supporting enterprise collaboration, integrating with the systems your organization relies on, enforcing governance and compliance workflows, managing approvals, and publishing video at scale.

Catalyst layers AI orchestration onto an existing video creation ecosystem out of the box. We became the first enterprise platform to unify remote recording, editing, publishing, and livestreaming years ago — now Catalyst orchestrates it all.

It combines the power of multiple leading AI models with years of enterprise video expertise, production workflows, governance, integrations, and compliance into a single AI-first experience. Rather than asking employees to stitch together multiple AI tools and manual production steps, Catalyst orchestrates the entire process — from prompt to enterprise-ready video.

The AI model is only one part of the solution.

The real value comes from everything surrounding it: enterprise context, production intelligence, governance, workflows, and the video platform that transforms AI into something organizations can trust and scale.

Why AI-first matters

Many software companies are adding AI features to existing products.

We're taking a different approach.

Catalyst was designed as an AI-first experience from the beginning. Instead of asking users to navigate complex software and manually connect dozens of production steps, the prompt becomes the starting point. AI orchestrates the work behind the scenes while people remain in control of creative decisions, approvals, and final outcomes.

This isn't about replacing people.

It's about removing the friction that keeps organizations from creating more video.

By combining AI with enterprise workflows, governance, compliance, and production expertise, Catalyst gives every employee the ability to create professional, enterprise-ready video — without requiring them to become video experts.

Building the future of enterprise video

We believe the future of enterprise video won't be defined by who has access to the latest AI model.

It will be defined by who can operationalize AI across the entire video creation process.

That's the vision behind Catalyst.

Today, Catalyst is an AI-first prompt-based video creation engine that helps organizations create video faster, more consistently, and at greater scale.

Tomorrow, it becomes the orchestration layer for enterprise video operations — bringing together AI, people, enterprise knowledge, brand standards, compliance, and production workflows into a single intelligent system.

Because the future isn't simply AI-generated content.

It's AI-first enterprise video creation.

New AI prompt-based video creation engine connects all parts of the video creation journey — from ideation to publishing and everything in between.

EL SEGUNDO, Calif. — August 17, 2026 — Socialive today announced the upcoming launch of Catalyst, a new AI prompt-based video creation engine that orchestrates the entire video creation journey. 

Unlike traditional AI tools that generate a single and often random output, Catalyst orchestrates the entire enterprise video workflow to bring the user’s vision to life. It connects people, AI, production workflows, branding, compliance, approvals, enterprise controls, and publishing into one intelligent, AI-first workflow.

Catalyst offers an intuitive way for those who know exactly what they want and for those who want guidance to create finished, enterprise-ready video from natural language prompts.

• Catalyst first presents a project plan to guide users through a conversational exchange, curating all the elements needed to create high-quality content.
• This workflow lets users direct Catalyst to ensure precision, so output meets the mark without inefficient rounds of content generation.

Catalyst connects every part of the video creation process behind the scenes, transforming Socialive into a comprehensive video creation ecosystem from a single entry point.

Whether scheduling thought leadership interviews, creating a branded recording environment, transforming a webinar into dozens of social-ready clips, routing content through compliance review, or publishing approved assets across enterprise systems, Catalyst removes the operational complexity that has historically limited enterprise video production.

"AI has dramatically lowered the barrier to creating content, but it hasn't solved the complexity of creating video at enterprise scale," said David Moricca, Founder and CEO of Socialive. "Enterprise video requires coordinating people, workflows, branding, compliance, approvals, and distribution. Catalyst brings all of those pieces together into a single AI-first experience, allowing organizations to focus on communicating instead of managing production."

Built on Socialive's enterprise video platform, Catalyst introduces a prompt-based interface while preserving the governance, security, compliance, and enterprise controls required by the world's largest organizations.

Catalyst will empower individuals and teams to:

• AI prompt-based video creation
• Unique prompting experience based on level of video proficiency
• Brand template automation
• Generate videos from static content
• Generate new visuals and incorporate existing media
• Generate suggested topics, scripts, and clips
• Production setup and recording orchestration

Designed specifically for enterprise organizations, Catalyst operates within administrator-defined guardrails, including approved branding, compliance policies, permissions, organizational context, and human approval workflows.

Catalyst’s prompt-based workflows are built to ensure a cost-effective use of the platform. By presenting a project plan and taking tweaks before generating content, Catalyst maximizes token usage to present organizations with more predictable and stable pricing.

“One major issue for enterprise firms using AI is the randomness of the output,” said Ben Davenport, CTO of Socialive. “By building decision logic and rule-based failsafes into Catalyst, we can ensure a level of predictability without sacrificing creativity and uniqueness. That feeling of not quite getting what you asked for is a huge turn-off for people new to AI prompting and costly for businesses who have to eat the costs of tokens wasted on the back and forth.”

Socialive will first launch Catalyst to a limited number of customers this fall, with general availability expected later this year.

Press Contact

Jennifer Burak
VP of Marketing, Socialive
press@socialive.us

About Socialive

Socialive is the AI-first enterprise video creation platform for the enterprise. Its intelligent orchestration layer connects people, AI, production workflows, branding, compliance, enterprise controls, and publishing into a single platform that enables organizations to create and scale authentic, branded, compliant video communications.

Key Takeaways

• Investors use digital channels to evaluate advisors
• Authenticity drives higher engagement than polished corporate content
• AI isn't the story — human connection at scale is

Trust is now built digitally before the first meeting ever occurs.

Investors research advisors online. They watch videos. They follow social channels. They form opinions from a number of online sources.

Younger investors are the driving force behind this shift and represent a massive area of opportunity with an estimated $124 trillion in wealth expected to transfer to heirs through 2048.

So how can firms show up where investors are? How can they maintain the human touch at scale and establish trust to capture a share of that new business?

Marketing leaders at Composition Wealth, Integrated Partners, and Summit Financial all point to authentic, snackable video content.

As wealth management firms adapt, video has emerged as the most powerful medium to bridge the gap between digital scale and human connection. Here are a few lessons from growth-minded wealth management firms that are using snackable video to stay ahead.

Lesson 1: Visibility builds trust before the first meeting

For Ed Friedman, Director of Marketing & Advisor Engagement at Summit Financial, the future of the industry belongs to those who embrace a roadmap for technology. He notes that winning firms use tools like AI to remove production friction, allowing for human connection at scale. The goal is to equip advisors with a more efficient way of doing business, where increased video visibility directly builds earlier trust with prospects.

"Video is the closest thing to being there in person," Friedman shared during his conversation with Socialive CEO and Founder David Moricca.

In addition to client engagement, Summit uses video as a critical advisor recruitment tool. By providing platforms like Socialive, Summit demonstrates to prospective advisors that it is a forward-thinking partner capable of helping them reach the next generation of investors.

The importance of tracking engagement

For Summit, the ROI of video isn't just a marketing metric — it's a measurable business outcome that justifies further investment. By tracking engagement data, the firm can clearly see how video outreach increases prospect close rates and strengthens recruiter-candidate conversations, allowing marketing leaders to build a business case for video content.

It might sound intuitive to seasoned marketers, but a simple step like connecting social channels, your marketing website, and your CRM can make a massive difference — especially lower in the funnel, after the initial awareness and lead-generation stages.

Snappy Kraken’s 2026 report showed that more than 70% of firms focus on lead-generating activities, but less than 25% focus on nurture and client lifecycle activities. These ongoing marketing channels are the most cost-effective channels for most wealth firms, especially for those who focus on referral business.

Key takeaway: Data-driven insights transform video from a marketing expense into a proven driver of advisor recruitment and prospect conversion.

Build your AI strategy, then launch

The firm’s approach to AI also serves as a model for a "crawl, walk, run" strategy, emphasizing the importance of clean data as the foundation for any innovation. By first creating a robust data "lakehouse," Summit enables agentic AI to pull real-time insights that help advisors make faster, smarter decisions during client interactions.

Key takeaway: A clean data foundation is the prerequisite for deploying AI that genuinely enhances advisor decision-making.

Focus on snackable content for efficiency

Summit’s vision centers on "advisor capacity," recognizing that video and AI are not replacements for the human relationship but rather force multipliers that allow advisors to serve more clients without service degradation. By automating routine communication through video snippets, advisors gain back precious hours to focus on high-value, complex planning work. 

Key takeaway: Automation of routine communication via video is the most effective way to unlock advisor capacity for high-value client work.

Lesson 2: Authenticity beats perfection in content

Meghan McCartan, CMO of Composition Wealth, views herself as a storyteller first. She believes the biggest barrier to video adoption is the advisor’s fear of not being "perfect." Her experience shows that clients actually prefer the human element over the corporate tie. "People like imperfection," McCartan explained.

One example of that imperfection was a Composition Wealth advisor who had a set style for his video series … until he switched up his look in a single video. He made the “mistake” of ditching his standard business attire for a sweater in his fireside-style conversation. His audience loved it. Views and comments went through the roof for that one-off episode — and viewers clamored for the return of the sweater when he switched back to his suit and tie.

Ultimately for Composition Wealth, the goal of the content they create is to drive "richer conversations" that lead to referrals. Those conversations and referrals can start with an investor who recognizes “the sweater guy” further down the line.

It takes effort to find what works best in content, but for McCartan and Composition Wealth, there is plenty of value in trying out different things.

Start small with a pilot program

McCartan emphasizes that the biggest barrier to entry isn't technical skill, but rather the fear of perfectionism. To overcome this, Composition Wealth uses a "buddy system" where five trained advisors pilot content strategies, creating a FOMO effect that encourages others to adopt video without the pressure of being perfect.

Key takeaway: A "buddy system" pilot program effectively bypasses the fear of perfectionism that often stalls advisor content creation.

One video fuels an entire campaign

Composition Wealth’s strategy demonstrates that video is most powerful when it’s treated as a multi-purpose asset rather than a one-time project. By taking a 20-minute long-form thought leadership conversation and mining it for "buckets" of short-form clips, listicles, and blog posts, advisors get an entire month's worth of content from a single recording.

Key takeaway: Treat every long-form asset as a content engine by mining it for diverse, shorter-form formats that maximize reach.

Create content to be shared

Finally, as Composition treats referrals as the primary measure of success, they’ve found that shareable, conversational video is more likely to be forwarded by clients than traditional long-form financial reports. This shifts the focus of marketing from "lead gen" to "referral enablement," making it easier for happy clients to advocate for their advisor.

Key takeaway: Design content for referral enablement by ensuring videos are conversational and inherently easy to share.

Lesson 3: Create a repeatable system for video creation

Matt Ackermann, Chief Brand Officer at Integrated Partners, challenges his advisors to stop being "safe" and start being creative. His philosophy is simple: don't just be part of the crowd — be "one of one."

In his fireside chat, Ackermann highlighted that authentic video, like sharing a story about a childhood "money mistake," earns far more engagement than a polished elevator pitch. Integrated Partners uses Socialive to remove the "handcuffs" of production.

The firm breaks the process into manageable steps to ensure compliance never stifles creativity:

• Monday: Draft a script
• Tuesday: Script review
• Wednesday: Script approval from compliance
• Thursday: Invite advisors to record approved script
• Friday: Content ready to publish

"For video to succeed, you need innovators that are looking at the problem ... not just stapling it onto the back of a wealth management platform," Ackermann said of their choice to partner with Socialive.

Find your “Four F’s”

Ackermann’s approach to content creation is deeply rooted in his concept of "four Fs" — food, family, fitness, and finance. His approach ensures advisors build their professional narrative around their whole persona, not just their job title. This holistic strategy prevents advisors from sounding like every other generic financial professional, positioning them as "one of one" in a crowded marketplace.

Key takeaway: Integrating personal passions into professional narratives creates a unique, human-centric brand that stands out in a crowded market.

Apply a workflow mindset for content

To maintain this creative output while satisfying rigorous compliance requirements, Integrated Partners utilizes a multi-day workflow that separates scripting from recording. This process forces advisors to commit to key talking points early, allowing compliance teams to review content before the "record" button is ever pushed, which drastically reduces the anxiety of the creative process.

Key takeaway: Standardizing a pre-recording workflow for scripting and compliance removes the primary friction point preventing advisor participation.

Lean into reverse mentorship for creators

Similar to Composition Wealth’s pilot programs, Integrated Partners also uses the power of "reverse mentorship." Ackermann emphasizes the practice where younger, digital-native interns or junior staff help senior advisors navigate social media platforms and emerging communication trends. This cross-generational collaboration ensures the firm stays relevant and keeps the "digital train" moving for even the most traditional advisors.

Key takeaway: Cross-generational mentorship accelerates digital adoption by pairing experienced advisors with native digital talent.

The tech behind the talent: Socialive

While these leaders bring the vision, Socialive provides the infrastructure for the content. Socialive’s CreatorSuite allows firms to maintain enterprise-grade governance and brand consistency while giving advisors the flexibility to record on their own time. By removing the friction of editing and compliance reviews, Socialive transforms video from a slow, one-off project into a fast, repeatable growth engine.

The firms highlighted here aren't using video because it's trendy. They're using it because the buying journey has changed. Investors now form relationships long before they schedule a meeting.

The advisors who consistently show up — authentically, consistently, and at scale — will earn that trust first. AI simply makes that possible for every advisor, not just the few with marketing teams behind them.

EL SEGUNDO, CA — July 29, 2026 — Socialive, the enterprise video creation platform built for regulated industries, and Summit Financial, a premier independent advisory firm, today announced a strategic partnership to help advisors scale trust, visibility, and organic growth through video, social media, and AI.

The partnership will equip Summit advisors with the tools to create high-quality, branded video content that strengthens client relationships, expands digital reach, and helps advisors build a consistent presence across social and digital channels. The collaboration reflects a growing industry shift toward advisor-led content and the increasing importance of digital engagement in wealth management.

As part of the announcement, Socialive CEO and Founder David Moricca sat down with Summit Financial Director of Marketing & Advisor Engagement Ed Friedman for a companion conversation on the future of advisor growth and the role of video, social media, and AI in wealth management. In the 15-minute discussion, they explore how advisors can build trust at scale, strengthen client relationships, and create a more consistent digital presence while maintaining the personal connections that remain at the heart of financial advice.

Listen to 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, 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.

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.

The Socialive platform will enable Summit Financial advisors to easily create professional and engaging video content at scale.

Advisors can record, edit, brand, and distribute video content through streamlined workflows designed specifically for regulated industries. This capability helps advisors leverage video to build trust, social media to increase visibility, and AI to expand reach and efficiency — all while maintaining the personal connections that remain at the heart of financial advice.

“The future of wealth management isn't about replacing human relationships with technology—it's about helping advisors scale those relationships in a more digital world,” said David Moricca, CEO and Founder of Socialive. “Trust has always been the foundation of this industry, but today trust is increasingly built through visibility, familiarity, and ongoing communication. Video gives advisors the ability to show up consistently, share their expertise authentically, and build meaningful connections with clients and prospects at scale. We're excited to partner with Summit Financial to help advisors combine the power of human advice with video, social media, and AI to drive sustainable organic growth.”

The partnership directly addresses the challenges advisors face in creating consistent, compliant, and impactful content. Summit advisors will gain access to Socialive's intuitive platform, enabling them to produce professional-quality video without the complexity, cost, or time commitment traditionally associated with video production.

“At Summit Financial, we believe growth starts with relationships,” said Ed Friedman, Director of Marketing & Advisor Engagement at Summit Financial. “As investors increasingly engage online before ever speaking with an advisor, it's critical that our advisors have modern ways to share their expertise and build trust. Socialive gives our advisors an efficient, compliant way to create professional video content that strengthens client relationships, expands visibility, and helps them connect with the next generation of investors without sacrificing the personal touch that defines great advice.”

Socialive's commitment to helping advisors harness the power of video, social media, and AI is demonstrated through initiatives such as its Advisor Makeover series, which showcases how financial professionals are transforming their marketing and client acquisition strategies through authentic, advisor-led content.

As wealth management firms navigate the largest intergenerational wealth transfer in history, many are searching for ways to help advisors deepen relationships while expanding their reach. Socialive enables firms to turn every advisor into a trusted digital presence, helping scale authentic communication without losing the human connection that remains at the heart of financial advice.

Statements regarding future results, technology adoption, AI capabilities, or marketing outcomes are the opinions of the speakers as of the recording date and may not be realized. Due to this business relationship, a conflict of interest exists. Any endorsement provided by Socialive is not based on any specific experience as a client or investor.

Socialive was not compensated for this endorsement. However, they receive compensation from Summit for separate services that may incentivize Socialive to provide favorable statements about Summit.

Unless otherwise noted, any references to research studies or industry statistics are based on information generally available to the public from sources believed to be reliable. No representation is made that the information is accurate or complete. Additional research and supporting analysis can be provided upon request.

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 Summit Financial

Summit Financial is a premier independent advisory firm committed to helping advisors grow successful practices while delivering exceptional client experiences. Through innovative resources, technology, and support, Summit empowers advisors to build lasting relationships and drive long-term growth.