Explainer Videos for Financial Services Companies
Your prospects don't understand your investment products or advisory process. A 90-second explainer video builds clarity and trust that converts visitors into consultations.
+52%
Consultation booking rate
90 sec
Full value proposition explained
3×
Time on page increase
14 days
Delivered from brief
The problem
Your website isn't converting because prospects can't understand your offerings
Average time on a financial services homepage is 18 seconds. That is not enough for a prospect to understand your advisory approach, fee structure, and why your firm is different from the 47 others they are evaluating.
Your consultation booking rate is below 2% because visitors encounter walls of compliance-heavy text that obscures your actual value proposition and makes your firm feel impersonal.
Your competitor has a clean 60-second explainer on their homepage. Their process looks transparent and simple. Yours looks complicated and intimidating. Who gets the phone call?
The solution
A 90-second video that makes your financial firm instantly trustworthy
We identify the single moment where a prospect recognises your firm as the right fit for their financial situation and build the entire video around that trust-building moment — not a feature list.
Clean, professional animation matched to your brand identity. Authoritative voiceover. The result positions your firm alongside the industry's most established names regardless of your current size.
Delivered in 14 business days: discovery, script, storyboard, animation, voiceover, final render. Includes a 30-second ad cut for LinkedIn and Google display campaigns.
What's included
Explainer Videos built for financial services companies
Full-service production
Discovery call, script writing, storyboard, animation, professional voiceover, and final render — all included. You approve at each stage before we move forward.
Financial services storytelling
We do not make generic corporate videos. Every script addresses the specific concerns your target clients have — trust, transparency, fees, and long-term outcomes.
14-day turnaround
From script approval to final delivery in 14 business days. Built-in time for your compliance team review. Rush delivery available for product launches.
Multi-format delivery
Full-length homepage video plus a 30-second ad cut for LinkedIn and Google Display. Social-format exports included for all major platforms.
Why this matters
Why financial services companies need explainer videos
Financial products are inherently complex and intangible. You are selling trust, expertise, and future outcomes — none of which photograph well. Explainer videos bridge that gap by showing the prospect's problem, your advisory process, and the peace of mind that comes from working with your firm.
This is why financial services companies with homepage explainer videos see 40-55% consultation booking lifts. The video replaces the 30-minute introductory call your advisors currently do for every prospect — at scale, 24/7, for every website visitor. For firms spending $200-500 per website visitor on paid search, even a 15% conversion improvement pays for the video in the first month.
Is this right for your financial services company?
We want to be upfront about who we work best with.
Right for you if:
- Your financial products or advisory services are too complex for a headline and screenshot to explain
- You are spending money driving traffic to your website but consultation bookings are below 3%
- You need a video for a new fund launch, firm rebrand, or website redesign
- You want something your advisors can send to prospects before an initial consultation
Probably not the right fit if:
- Your firm offers a single straightforward service that is self-explanatory from the name
- You want live-action testimonial videos — this service is animation only
- You have no budget for video and want to test with a DIY approach first
- You need the video delivered in under 10 days — our minimum is 14 business days including compliance review
Case study
See how we helped a financial services company grow
Real results from a real financial services client — not hypothetical projections.
Read the Case StudyQuestions financial services companies ask
Other services for financial services companies
Let's talk about your financial services video strategy
Book a free 30-minute call. We will look at your current content and tell you which video service would move the needle most for your financial services business.
Book a Free CallLimited spots each month