fidelity.truscribe.comFidelity SPS TruScribe Resource Center - Fidelity TruScribe Resource Center

QUESTIONS? CALL: 651.288.9079 Contact Corey TruScribe Knowledge-base for Fidelity Communications Consultants History of the Fidelity SPS & TruScribe Relationship Since 2013, Fidelity SPS has been partnering with TruScribe to create whiteboard videos that explain important stock plan information to participants. Clients loved the videos from the beginning, so much so that they began requesting that the videos could be branded to their specific company. One of the first such clients was Baker Hughes. The branded ESPP video TruScribe created helped Baker Hughes win a GEO Best in Financial Education award in 2014. In the 50+ whiteboard videos we have created for SPS, we have learned many lessons on how to give your client the best possible video and the best possible experience. Whether it be a base video, a client branded base video refilm, or a custom video – We will help you find the best option for your client. Scribology: The Science behind TruScribe Videos SCRIBOLOGY is TruScribe’s patented whiteboard video method. SCRIBOLOGY is a set of 12ish principles that guide our use of style, medium and technology to hold your message at the center of the viewer’s focus. SCRIBOLOGY is backed by neuroscience and behavioral research. If you ever want more detailed information about SCRIBOLOGY to share with a client, please contact Corey Erickson – your TruScribe account manager. Or, just watch the SCRIBOLOGY introduction video: Steps to initiate a project 1 Connect with Corey Erickson, your TruScribe account manager. He will help you find the right option for you. 2 Decide upon scope and project fit and Corey will generate a SOW and send it to you for e-signature 3 Sign SOW digitally via RightSignature.Com link provided by Corey 4 Schedule and hold the kickoff call. Normal kickoff call time slots are M-F at 3pm or 4pm EST. The purpose of the KO call is purely administrative and typically takes 30-45 minutes. 2 PROJECT TYPES: CLIENT BASE VIDEO REFILM & CUSTOM VIDEO Client Base Video Refilm Custom Video Scope A client base video refilm is when we update a base video with client information (inserting company name into visuals, Intro/Outro Screen, logo, accent color, digital disclaimer, enrollment dates, prices). A base video refilm DOES NOT include any new creative image concepts. A base video refilm is meant to be accomplished in one round of revisions. A custom video is exactly that: custom! Meaning, You can have the script and imagery be anything you want it to be. A custom video doesn’t have to correlate to the base video in any way. It doesn't even need to be filmed on a whiteboard - we can produce media of all types as needed for client fit. Price The length of the base video is the biggest factor that will determine the cost. For example, a refilm of a 4-minute base video (with professional voiceover and digital color matching) will cost between $4,000 - $6,000. To get an exact quote, please contact Corey Erickson – Fidelity’s TruScribe account manager. As with refilms, video price varies based upon final production needs. E.G. a 4-minute custom video (with professional voiceover and digital color matching) will likely cost between $10,000 - $12,000. To get an exact quote, please contact Corey Erickson – Fidelity’s TruScribe account manager. Timeline 10 - 20 business days from the time we have a finalized script. We also offer expedited production for when your deadline is rushed. 20 business days from the time we have a finalized script. We also offer expedited production for when your deadline is rushed. Existing Base Video TruScribe Asset Table Click on the name for the base video assets you are looking for detail about and download/access them using the links provided. SOP RSU RSA ESPP – NoDiscount – NoLookback ESPP Discount – NoLookback – 5% ESPP Discount – NoLookback – 10% ESPP Discount – NoLookback – 15% ESPP Discount – Lookback – 5% ESPP Discount – Lookback – 10% ESPP Discount – Lookback – 15% Download PDF Watch Base Video Download PDF Watch Base Video Download PDF Watch Base Video Download PDF Watch Base Video Download PDF Watch Base Video Download PDF Watch Base Video Download PDF Watch Base Video Download PDF Watch Base Video Download PDF Watch Base Video Download PDF Watch Base Video Stock Option Plan (Click to Play Base Video) Restricted Stock Award (Click to Play Base Video) RSU (Click to Play Base Video) Employee Stock Purchase Plan (Click to Play Base Video) ESPP 5% Discount No Lookback (Click to Play Base Video) ESPP 10% Discount No Lookback (Click to Play Base Video) ESPP 15% Discount No Lookback (Click to Play Base Video) ESPP 5% Discount Lookback (Click to Play Base Video) ESPP 10% Discount Lookback (Click to Play Base Video) ESPP 15% Discount Lookback (Click to Play Base Video) Base Video Refilm ESPP for Group1 Auto This is a base video refilm: Custom ESPP for FIS This is a custom ESPP video for FIS: STEPS TO GET A VIDEO LIVE WITHIN FIDELITY 1 Material license 2 Legal review 3 Fidelity versus custom player 4 Vanity URL 5 PPMC Contact Corey Erickson - Fidelity’s TruScribe account manager corey.erickson@truscribe.com or 651-288-9079 TOP TOP --...