In finance, trust matters as much as performance. Numbers can show results, but they can’t show who you are or what it’s like to be in the room with your team.
Video makes your financial communications easier to understand and relate to. It can explain complicated information, highlight key data, and introduce the people behind the work, making your organization feel both credible and human.
Here are five ways financial firms can use video production and connect with the people who matter most.
1.Build Client Confidence with Educational Video Content
Help clients feel empowered and ready to act
The bigger the financial decision, the harder it can be for clients to know where to start.
A short video helps slow things down and makes the message easier to take in. Clients can watch when they’re ready, rewind if something’s unclear, and come back to it later if it’s easy to access somewhere like YouTube or your website.
If you’re building a series, think about including:
- Real-world narratives that connect financial concepts to everyday situations
- On-screen visuals that support the message without distracting from it
- Episodes that work on their own or as part of a larger series
We took this approach with the CFP Board, producing the CFP® Pro Career Studio. Each video features Certified Financial Planners offering honest insight into the profession and how to get started.
2.Clarify Complex Topics with Animated Explainers
Break down financial concepts in a way that sticks
Some financial topics are just tough to talk through. Animated explainer videos give you a way to show the bigger picture and break things down without losing people halfway through.
Here are a few ways to get more out of financial explainer videos:
- Turn common questions into short videos: These are easier to follow than long FAQ pages and more likely to be shared.
- Use animation to visualize the abstract: Charts, timelines, and abstract concepts become clearer when people can see them unfold.
- Stick to one idea per video: Explainers work best when they stay focused. One concept, explained clearly, is easier to remember.
- Include voiceover and captions: Pairing visuals with narration and on-screen text makes the message more accessible in sound-off and sound -n environments.
Watch how we helped the FDIC break down the deposit insurance fund through a short-form animated explainer.
3. Build Brand Trust with Promotional Video
Show the People Behind the Work
In a competitive market, the firms that stand out are the ones that feel familiar. When clients recognize your team and understand how you work, choosing you feels easier.
Promotional videos make your brand feel more human. Whether it’s a short team intro, a client story, or a highlight reel from a firm event, this kind of video content shows people what your company is really about.
Try this:
- Film short interviews with your team about why they do the work they do.
- Share real client stories that reflect the impact of your services.
- Create quick sizzle reels from events, milestones, or community work.
- Highlight your firm culture to attract both clients and talent.
- Condense longer content into bite-sized clips for social sharing.
4. Strengthen Engagement with Member Video Updates
Keep your members connected to the work and each other
If your organization is membership-based, staying top of mind is what keeps the community alive. Whether it’s a quick update or a peek behind the scenes, video is a personal touchpoint that keeps members involved and engaged.
You can use video to:
- Welcome new members: Help them feel at home int he community with a quick intro from staff or leadership.
- Highlight membership benefits: Encourage ongoing engagement and retention.
- Feature member testimonials: Spotlight the people who shape your organization and celebrate shared purpose.
- Extend event impact: Short recaps or session highlights keep the momentum going after the event ends.
- Show your mission in motion: Produce update videos that highlight progress and member impact.
See how we helped the Mortgage Bankers Association put their work into real-world context for members with a short membership value video.
5. Share Progress with Investor Video Updates
Help stakeholder stay aligned without digging through documents
When you’re working with investors, funders, or board members, clear updates matter. But most of these folks are moving fast. Their inboxes are full. A long written report or slide deck? It might get opened later, or not at all.
Video offers a faster, more engaging way to share what matters. You can use it to:
- Put leadership on screen: A message from your CEO or board chair can offer context, set priorities, or speak to next steps.
- Clarify complex topics: Use visuals and narration to explain a new direction, budget shift, or long-term initiative.
- Show where the work is happening: Capture programs, partnerships, or site activity to offer a more direct look at progress.
- Reach beyond the meeting room: Record key messages from briefings or annual meetings for those who couldn’t attend.
See how we help Reliance Steel keep their stakeholders and investors informed with engaging video.
Bonus: Reach the Right Audience with Digital Advertising
Make sure your content lands with the people who matter
Great content is only part of the equation. If you’re planning a campaign or already have a strong piece of content in hand, the next step is making sure it reaches the right people.
Here are some tips to keep in mind when building out a digital advertising strategy:
- Try a few versions: Test different headlines, visuals, or calls to action and see what gets the best response
- Consider viewing environment: Use captions or text overlays for mobile-first and sound-off viewing
- Don’t oversaturate: A well-paced campaign helps build familiarity and trust without overwhelming audiences
At LAI Video, we help financial firms reach top audiences through smart, targeted digital advertising campaigns.
Learn more about our services here.
Need a Partner for Your Financial Services Video?
Whether you’re trying to build trust, explain a complex strategy, or just tell your story in a clearer way, our team is here to help. We’ve teamed up with financial teams of all kinds to create videos that make things easier to understand and more engaging to watch.
If you’re starting to plan your next campaign or project, our team would love to help brainstorm and see how we can support you.
Contact Us
FAQs: How to Humanize Financial Services with Video Content
What is financial video production and how is it used?
Financial video production turns financial concepts into relatable, digestible stories. It helps financial institutions explain services, promote investments, and connect with customers through engaging content that builds trust and confidence.
How does LAI Video support financial institutions?
Based in Washington DC, LAI Video partners with leading financial organizations—including groups like the FDIC, Mortgage Bankers Association, and CFP Board—to plan and produce strategic video projects. Our team supports financial institutions by handling every stage of production, from pre-production and scriptwriting to filming and post-production, ensuring every project is accurate, compliant, and effective.
Why work with LAI Video for financial video production services?
We specialize in financial video production for firms and associations that want to educate, inspire, and engage. Whether it’s a testimonial video, a brand story, or a series explaining investment strategies, our projects help clients stand out and strengthen their market presence.
How does LAI Video approach pre-production for financial services?
Pre-production starts with understanding your target audience and message. For financial institutions, this phase also includes aligning with regulatory procedures, ensuring data accuracy, and crafting a script that reflects your brand voice and compliance standards.
Can LAI Video visualize financial data and investment strategies?
Yes. Our creative team uses animation, graphics, and interviews to turn financial data and investment strategies into effective video content. This makes complex information easier for finance customers to understand and builds credibility with potential investors.
What types of video services does LAI Video offer for financial services?
We offer full-service video production including explainer videos, brand videos, testimonial campaigns, sizzle reels, and digital content tailored for marketing efforts across platforms. Each project is customized to support your goals and meet compliance standards.
How does video support a financial services marketing campaign?
Video adds a personal and visual layer to your marketing campaign. It can highlight key messages, simplify complex offerings, and build stronger connections with prospective and current clients—especially in wealth management, insurance, and fintech.
Can you help with targeting specific audiences through video strategy?
Yes, our team helps define your video strategy to reach target audiences based on geography, job title, client segment, or platform behavior. We use data and creative to guide message placement across paid and organic channels.
Do you work with wealth management firms and financial planners?
We’ve worked with a range of clients across the financial services space, including wealth management firms, financial planners, trade associations, and large institutions.
Are testimonials effective for finance customers?
Yes, testimonials give satisfied customers and partners a chance to share authentic stories. These short, human-centered messages are one of the most powerful tools for financial institutions to boost trust and client engagement.
Which video formats work best for financial content?
Financial explainer videos and client testimonials perform best on social media, while promotional brand content and thought-leadership pieces work well on websites and email campaigns. The right format depends on your project goals and target audience.
How does LAI Video ensure compliance with regulatory procedures?
We collaborate with clients throughout pre-production and post-production to make sure all content aligns with financial industry guidelines. Our review process keeps messaging clear, compliant, and ready for public release.
