CAIS Solutions Case Study

How Rocking Horse created an impactful launch video for an alternative investment SaaS platform

“Despite a tight deadline, the Rocking Horse team was able to craft and deliver a compelling video. We used the video to announce a significant product launch and it helped to produce the exciting reaction we were expecting from our audience.”

Bethany Kilmon, Vice President at CAIS

About CAIS

CAIS is financial technology firm that makes alternative investing easier for financial advisors, connecting them with alternative asset managers and enabling more engagement and transactions at scale. Their new software-as-a-service offering, CAIS Solutions, allows financial advisors to centralize all their clients’ alternative investments, even those not sourced through CAIS’ marketplace, on a single operating system.

The Requirement

CAIS, a leading alternative investment platform for independent financial advisors, needed a high-impact video to anchor the launch of CAIS Solutions, their new SaaS platform designed to centralise and streamline alternative investment workflows. The video would debut at a flagship event attended by key industry stakeholders, serving both as a product introduction and a rallying point for CAIS’s evolution from marketplace to technology enabler. The goal was to distill a complex value proposition into a clear, engaging narrative that resonated with advisors and home offices alike.

The Solution

To create an impactful wide-screen launch video within the short timeframe (three weeks in this case) Rocking Horse had to work fast, a core capability achieved through agile production management. They co-developed a script with the CAIS team to incorporate content from pre-existing testimonials footage, and by cleverly re-utilising animated assets from the previous project delivery, the team saved precious time while optimising impact. New elements were also developed to make the most creative use of the panoramic event screen to wow the audience. By using inspiration and revamping previous elements, Rocking Horse mapped out the storyboard very quickly to share with stakeholders for review. This ensured progress during the tight delivery period was focussed on the right areas enabling a timely delivery.

Impact and Benefits

The launch video became a key tool in introducing CAIS Solutions to the market, helping audiences quickly grasp its value. Delivered to a tight timeline, it combined existing assets with new creative to produce a bold, brand-aligned film that stood out at a major industry event. Repurposed across digital channels, it continues to support sales, marketing and stakeholder engagement by clearly articulating the platform’s proposition.

Watch the video