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Platform Vision

Who We Are​

Percus is not a self-service video platform. We are strategic partners who help Latin American financial institutions communicate complex information through personalized video experiences that drive real business outcomes.

For over 5 years, we have worked alongside banks, pension funds, and insurance companies—not just delivering videos, but helping them discover what they truly need to communicate and how to do it effectively.

What We've Learned​

1. Financial Services Clients Don't Need More Tools. They Need Clarity.​

After 5+ years using competitor platforms (IndiVideo, Vintom, Pirsonal, EngageOne) to serve our clients, we've seen a consistent pattern:

The problem is never "how do I make a video?"

The real questions are:

  • What should this video actually communicate?
  • How do we simplify this complex financial information?
  • What action do we want the customer to take?
  • How does this fit into the customer journey?
  • What data do we use, and what do we leave out?

Generic DIY platforms assume clients know the answers. They don't. And that's not a weakness—it's the reality of working in highly regulated, complex financial services.

2. Financial Services Communication Is Different​

Banks, pension funds, and insurance companies face unique challenges:

  • Regulatory complexity - Every word, claim, and number must be compliant
  • Data sensitivity - Customer information must never leave secure environments
  • Stakeholder alignment - Legal, compliance, marketing, IT, and business must all agree
  • High stakes - Poor communication leads to customer churn, regulatory issues, support costs
  • Cultural nuance - What works in the US doesn't translate to Chile, Colombia, or Ecuador

Horizontal platforms built for e-commerce or entertainment miss these realities entirely.

3. Success Requires Partnership, Not Software​

Our most successful projects share a common pattern:

  1. Discovery - We help clients articulate what they really need to communicate
  2. Strategy - We map videos to customer journeys and business objectives
  3. Creative - We transform complex financial concepts into clear, engaging narratives
  4. Iteration - We refine based on stakeholder feedback and compliance requirements
  5. Execution - We handle production, data integration, and deployment
  6. Optimization - We measure, learn, and improve continuously

Clients who try to DIY without this guidance struggle, delay, or abandon projects entirely.

The Gap in the Market​

What Competitors Offer​

Global Enterprise Platforms (Idomoo, IndiVideo, EngageOne):

  • ✅ Powerful technology
  • ✅ Enterprise scale
  • ✅ Security certifications
  • ❌ Generic, horizontal positioning
  • ❌ North American/European focus
  • ❌ Limited LATAM presence
  • ❌ Expensive enterprise pricing
  • ❌ Assume clients know what they want
  • ❌ Self-service or agency-agnostic models

Smaller Players (Vintom, Pirsonal):

  • ✅ Flexible platforms
  • ✅ More partnership-oriented
  • ❌ European-based (time zones, language, culture)
  • ❌ Not specialized in financial services
  • ❌ Limited LATAM understanding
  • ❌ Still require significant client expertise

What's Missing​

No platform is purpose-built for LATAM financial services with a consulting-led model that recognizes clients need help defining, creating, and iterating on personalized video communication.

That's the gap Percus fills.

The Percus Platform Vision​

Core Positioning​

"The only personalized video platform purpose-built for Latin American financial services, combining strategic consulting with technology that enables faster iterations and better results."

What Makes Us Different​

1. Consulting-Led, Not DIY​

We believe great personalized video starts with great questions, not great tools.

Our platform is designed to support the partnership model we've proven over 5 years:

  • Guided discovery to define communication objectives
  • Strategic mapping of videos to customer journeys
  • Creative transformation of complex financial concepts
  • Iterative refinement with fast feedback loops
  • Full-service execution with expert guidance

The platform enables our team to deliver faster and better—not to replace our expertise with self-service.

2. Financial Services Native​

Unlike horizontal platforms adapted for financial services, Percus is built for financial services from day one:

Data Security:

  • Customer data never leaves client secure environments
  • On-premise or private cloud deployment options
  • LATAM regulatory compliance built-in
  • ISO 27001 certification roadmap

Regulatory Compliance:

  • Approval workflows for legal/compliance review
  • Audit trails for all content changes
  • Version control and rollback capabilities
  • Templated compliance disclaimers

Financial Services Use Cases:

  • Account statements and balances
  • Pension fund simulators and projections
  • Insurance policy explanations
  • Loan pre-approvals and offers
  • Investment performance reviews
  • Savings goal trackers

3. LATAM Focus​

We understand Latin America because we live here.

Language & Culture:

  • Spanish and Portuguese native support
  • Culturally relevant creative approaches
  • Local holidays, customs, and communication styles

Regional Regulations:

  • Chile pension system (AFPs, APV)
  • Colombian financial regulations
  • Ecuador banking requirements
  • Argentina insurance compliance
  • Brazil financial services rules

Time Zones & Support:

  • Same working hours as our clients
  • Real-time collaboration during business hours
  • No overnight delays for feedback loops

Local Partnerships:

  • Regional creative agencies
  • Local hosting and infrastructure
  • LATAM payment methods and invoicing

4. Fast Iteration at the Core​

Our platform is optimized for speed where it matters most: learning and improving.

Traditional video production is slow:

  • Weeks to create initial concepts
  • Days to incorporate feedback
  • Expensive to make changes
  • Difficult to test variations

Percus platform enables:

Rapid Prototyping:

  • Quick mockups using client data
  • Visual previews before full production
  • Stakeholder review without rendering
  • Fast approval cycles

Iterative Refinement:

  • Easy updates to messaging, data, visuals
  • A/B testing capabilities
  • Performance-driven optimization
  • Continuous improvement

Efficient Production:

  • Reusable creative components
  • Templated structures for common use cases
  • Automated rendering pipelines
  • Batch generation for campaigns

We measure iteration speed in hours/days, not weeks/months.

Platform Architecture Principles​

1. Hybrid Model: Cloud + On-Premise​

Cloud Platform for Our Team:

  • Creative asset management
  • Template library
  • Client collaboration workspace
  • Analytics and reporting

On-Premise or Private Cloud for Client Data:

  • Video rendering engine deployed in client environment
  • Customer data never transmitted externally
  • Integration with client databases and CRMs
  • Security and compliance maintained

2. Component-Based Creative System​

Videos are assembled from reusable components:

  • Scenes (intro, data visualization, call-to-action, closing)
  • Data bindings (name, balance, transaction history)
  • Visual styles (colors, fonts, animations)
  • Audio tracks (voiceover, background music)
  • Interactive elements (buttons, forms, surveys)

Benefits:

  • Faster iteration (change components, not entire videos)
  • Consistency across campaigns
  • Easy localization and variations
  • Reduced production time

3. Approval Workflow Built-In​

Financial services requires multiple stakeholders:

  • Marketing conceptualizes
  • Compliance reviews
  • Legal approves
  • IT deploys
  • Business sponsors

Platform includes:

  • Role-based permissions
  • Review and approval stages
  • Comments and change requests
  • Audit trail for all decisions
  • Version comparison

4. Data Integration Flexibility​

Secure connectors for:

  • Core banking systems
  • CRM platforms (Salesforce, HubSpot, local CRMs)
  • Data warehouses
  • Spreadsheet uploads (for testing/prototyping)
  • APIs (REST, SOAP)

Data never leaves client environment—rendering happens where data lives.

5. Analytics That Matter​

Beyond "views and clicks":

  • Video completion rates
  • Interactive element engagement
  • CTA conversion rates
  • Customer journey impact (did they activate? renew? purchase?)
  • ROI measurement tied to business objectives

Integrated with client analytics:

  • Google Analytics
  • Adobe Analytics
  • Internal BI tools

What Success Looks Like​

For Our Clients​

Faster Time to Market:

  • Weeks → Days from concept to launch
  • Hours → Minutes for iterations and updates
  • Continuous optimization, not one-time campaigns

Better Results:

  • Higher engagement than generic communications
  • Measurable impact on business objectives (activation, retention, cross-sell)
  • ROI-positive within first campaigns

Less Risk:

  • Compliance and regulatory review built into workflow
  • Data security guaranteed
  • Expert guidance throughout process

Strategic Partnership:

  • Not just executing requests, but helping define strategy
  • Proactive recommendations based on data and experience
  • Long-term relationship, not transactional projects

For Percus​

Competitive Moat:

  • Purpose-built for LATAM financial services
  • Deep domain expertise competitors can't replicate quickly
  • Platform enables faster delivery and better results
  • Consulting model creates sticky, long-term relationships

Sustainable Growth:

  • Recurring revenue from platform subscriptions
  • Expansion within existing clients (new use cases, departments)
  • Geographic expansion across Latin America
  • Vertical expansion (from pensions to banking to insurance)

Market Leadership:

  • Known as the personalized video partner for LATAM financial services
  • Case studies and proven results
  • Industry recognition and awards
  • Thought leadership in financial services communication

Roadmap Priorities​

Phase 1: Foundation (Months 1-6)​

Goal: Deliver what we already do, but faster and more efficiently

  • Core video rendering engine
  • Component-based creative system
  • Approval workflow
  • Basic data integration (spreadsheet, API)
  • Client collaboration workspace
  • Initial template library (pensions, banking, insurance)

Success Metric: First client using platform for live campaigns

Phase 2: Scale (Months 7-12)​

Goal: Enable more clients and more use cases

  • Advanced data connectors (Salesforce, banking cores)
  • A/B testing capabilities
  • Enhanced analytics and reporting
  • Expanded template library
  • Multi-language support refinement
  • ISO 27001 certification

Success Metric: 3+ clients live, 10+ campaigns launched

Phase 3: Leadership (Months 13-24)​

Goal: Become the definitive LATAM financial services video platform

  • AI-assisted creative suggestions
  • Advanced personalization (beyond data insertion)
  • Interactive elements (in-video forms, surveys, calculators)
  • Omnichannel distribution (email, SMS, web, mobile app)
  • Self-serve options for simple updates (with expert oversight)
  • Regional expansion across all LATAM countries

Success Metric: Market recognition, 10+ clients, proven ROI case studies

Why This Will Work​

1. We've Already Proven the Model​

5 years of successful client relationships demonstrate:

  • Financial services companies value consulting-led partnerships
  • LATAM market needs local expertise
  • Faster iterations and better results are worth paying for
  • Clients who try DIY struggle and come back for help

We're not inventing a new model—we're scaling what already works.

2. We Have Unfair Advantages​

Domain Expertise:

  • Deep understanding of LATAM financial services
  • Proven creative approaches for complex financial communication
  • Relationships with key decision-makers

Market Position:

  • Already working with major clients
  • No direct competitors with our focus
  • First-mover advantage in LATAM

Partnership Model:

  • High retention and expansion within accounts
  • Recurring revenue, not project-based
  • Defensible against pure-play software

3. Timing Is Right​

Market Trends:

  • Personalized video proven effective globally
  • LATAM financial institutions modernizing digital communication
  • Pandemic accelerated digital-first customer engagement
  • Video consumption at all-time highs
  • Competitive platforms expensive and not LATAM-focused

Technology Maturity:

  • Video rendering technology commoditized (we don't need to invent it)
  • Cloud infrastructure available and affordable
  • Data integration patterns well-established
  • Security certifications achievable

The Bottom Line​

Percus is not trying to build a better Idomoo or IndiVideo.

We're building the platform that should have existed for Latin American financial services organizations who need strategic partners, not self-service software.

A platform that recognizes:

  • Clients need help defining what to communicate (consulting-led)
  • Financial services is complex and regulated (vertical focus)
  • Latin America has unique needs (regional specialization)
  • Faster iterations drive better results (speed matters)
  • Long-term partnerships beat transactional projects (service model)

We're not competing with global enterprise platforms on features.

We're winning by solving the real problem: helping LATAM financial services companies communicate effectively through personalized video—fast, compliant, and with measurable impact.

Next Steps​

  1. Validate with Current Clients

    • Share this vision
    • Get feedback on priorities
    • Confirm willingness to be pilot customers

  2. Technical Architecture

    • Define detailed technical requirements
    • Evaluate build vs. buy decisions
    • Select technology stack
    • Plan deployment model (cloud + on-premise)

  3. Go-to-Market Strategy

    • Define pricing model
    • Create sales materials
    • Build case studies from past work
    • Develop thought leadership content

  4. Team Building

    • Identify roles needed (engineering, product, operations)
    • Hiring roadmap
    • Partner/contractor strategy

  5. Funding & Investment

    • Financial projections
    • Funding requirements
    • Investor pitch materials

This is a living document. As we learn from building and deploying the platform, we will refine this vision.