Boost client engagement in a hybrid advice world
Drive client understanding and engagement with interactive video content on PruFund that easily fits your hybrid advice approach and helps you meet Consumer Duty requirements.
Trusted tools for advisers, real value for clients
Access the free PruFund Explainer and Refresher videos
Use PruFund Explainer to support confident client recommendations at onboarding. At review time, PruFund Refresher helps reinforce why you recommended PruFund to your clients.
How to access the free-to-share PruFund videos:
To send the PruFund videos via Intelliflo you have two options:
Why power your service with PruFund videos
For clients
For your business
Frequently asked questions
The Explainer introduces clients to how PruFund works, while the Refresher reinforces key concepts prior to your annual review meeting, covering diversification, smoothing, Expected Growth Rates, and more. These videos are free for you to use and share with your clients.
By making complex concepts easy to understand and revisiting them at key touchpoints, the videos help clients stay informed, confident, and committed to their long-term goals.
They help demonstrate client understanding through interactive, optional quizzes and provide an audit trail, supporting your obligation to deliver clear, fair, and not misleading communications.
They’re integrated with Intelliflo, making it easy to send, track, and review engagement directly within your existing workflow.
No specialist setup is required. Sign up here to generate a unique, tracked link to send to your client, or log into your Intelliflo dashboard where you’ll be able to access and share the videos via a tracked link.
