Scenario Builder - Jacobi Strategies

Jacobi Strategies is an investment technology firm that provides portfolio design and engagement tools for institutional investors. The company engaged Punchy Studio to create an animated video to address the communication challenge of explaining the complexities and time intensive nature of stress testing multiple investment portfolios. The brief was to present the Jacobi Scenario Builder as a highly configurable application that allows users to customise risk factors and build custom scenarios quickly. We produced a professional animated explainer video that illustrates how the module can forecast portfolio performance based on historical relationships and adjust factor stresses for current or hypothetical portfolios. Our approach focused on efficiency and clarity, highlighting the platform’s ability to generate dynamic visualisations and reports for clients and stakeholders to streamline decision making. The video is deployed on the Jacobi website and used for lead generation to encourage investment professionals to schedule a live product demo. By combining professional scripting, custom animation, and an authoritative voiceover, we effectively positioned Jacobi as a solution for reclaiming valuable time in risk management. Polished motion graphics reinforce the call to action, providing a direct path for viewers to learn more and engage with the platform.