Finance Video Production

Video Production for Wealth Management Companies, Accountants and Financial Institutions

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Video is one of the most powerful mediums for communicating information to your prospects and clients. This could include your About Us video, quarterly update videos for your clients, sales and marketing videos for your prospects, internal communication videos within large firms, and the list goes on. There is no other form of marketing and communication tool like video.

Videos are engaging and entertaining, which means people are more likely to watch them all the way through to your call-to-action and have the propensity to take action. And when they’re done watching, they’ll have a better understanding of the message you are trying to get across.

Many companies in the financial industry are looking towards video to stand out from the crowd. Some of these businesses include banks, wealth management firms, financial advisors, accountants and CPAs, insurance companies, payment processing companies, debt collection agencies, and more.

Quarterly Investment Update Videos


We produced a series of videos for a wealth management company that helped to educate and inform their investors about current market trends. The videos were designed to resemble a cable news broadcast in an informative and entertaining way. These types of videos are a great way to keep investors engaged and reinforce your status as an expert in your field.

How can video help wealth management companies?


Providing information and education

Videos can be used to provide valuable information and education to potential clients & prospects, simplifying complex financial concepts to help them make better decisions.

Demonstrating expertise and experience

Videos can be used to showcase a financial advisor’s expertise and experience, helping to build trust and credibility with potential clients.

Marketing and Sales

Videos can help you market the unique financial products and services that you offer. This gives you the opportunity to deliver an engaging sales presentation in a compelling way without the user ever needing to comprehend complex text on the website. This sales tool runs for you 24/7 and never stops selling for you.

Generating leads

Videos can be used to generate leads by providing calls-to-action, sign-up forms, and next steps to guide prospects through your sales funnel.

Differentiating the financial advisor

Videos can be used to differentiate a financial advisor from their competitors, showcasing their unique value proposition, personality, or approach to financial planning. This is especially powerful when team members from the company are charismatic and genuinely want to share their enthusiasm on camera.


Why is video a powerful tool for the financial industry?


Video simplifies the complexities of the financial world

Financial products and services can often be complex and difficult to understand, especially for non-technical audiences. Video allows companies to visually explain and demonstrate their products and services in a way that is easy to understand and retain. When clients are more educated about the decisions they make, their expectations are met or exceeded more often. This translates to fewer headaches for you. Let’s use video to simplify your messages and communicate to your audience in a highly engaging way.

Video builds trust and credibility

Another reason why video production is powerful for the financial industry is its ability to build trust and credibility. In the financial industry, trust is of the utmost importance, especially when life savings are on the line. By creating high-quality, informative video content, financial companies can establish themselves as experts in their field and build trust with potential customers. Video is also a great way to showcase client testimonials and case studies, which can further build credibility and trust.

Video is great for social media content

Video production can be a powerful social media marketing tool for the financial industry. People love to click that triangle play button, and this is why video content is shared more than any other media. This means that a well-produced video can quickly land in the hands of potential prospects. This is the power of brand awareness through video. Video is also more likely to be shared and remembered than other forms of content, making it an awesome tool for marketing your financial products and services.

Video drives more revenue & growth

Another benefit of video production for the financial industry is its ability to drive business growth. By creating engaging video content that showcases the value and benefits of their products and services, financial companies can attract and retain customers, ultimately leading to increased revenue and growth.

Powerful Video Marketing Statistics

72% of financial professionals say that video is the best way to explain complex financial concepts. (Source: Wyzowl)

Financial firms using video for marketing saw a 19% increase in revenue compared to those that did not use video. (Forbes)

Financial companies using video in their marketing saw a 41% increase in website traffic and a 34% increase in leads. (Vidyard)

94% of financial professionals believe that video is an important part of their marketing strategy. (Animoto)


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