A Guide to Engaging, Educating, and Converting Your Audience with Video
Financial sectors like banking, lending, investment, and insurance power our economy. But as the digital age reshapes how people interact with the world, the industry needs to evolve to stay ahead. Video production for financial services can help with that evolution.
Video is transforming the way the financial services industry connects with its audience. Whether it’s to break down complex investment strategies, build trust with potential clients, or generate leads through social media, investing in finance video production has become essential. In an industry where credibility and clarity are everything, the right video strategy can make all the difference.
This guide covers why video is a must-have for financial services, the best types of videos to use, and expert tips for ensuring your content is compelling and compliant.
Why Video Production for Financial Services is a Must-Have
Considering that 76% to 90% of financial services searches start online, video production for financial services isn’t just a nice-to-have—it’s a must. It helps build trust, makes tricky financial topics easier to understand, and grabs your audience's attention in a way that text and static images can’t. Plus, a solid video presence boosts your company's visibility online and positions you as a trusted leader in a highly competitive market.
Turning Trust into Transactions
New studies show that 91% of people say video helps them build trust in a brand. And what could be more critical for financial services than building trust? Trust and credibility are the foundations of the financial industry. Clients want to know they’re in good hands before making any financial commitments. Video helps put a face to your brand, creating a sense of security and reliability.
Using these forms of video production for financial services can help build trust and lend credibility by showcasing your expertise:
- Customer testimonials that tell real success stories and build social proof.
- Expert interviews that put a face to your firm and highlight industry expertise.
- Behind-the-scenes content that gives clients a transparent look at your operations.
Making Money Matters Make Sense
Imagine trying to understand a complex financial product through pages of text and technical jargon. Now, picture a short, engaging video that breaks down those complicated ideas into clear, relatable concepts. That’s the magic of video production for financial services- it transforms intimidating information into approachable, human-centered stories. Video demystifies complex money matters like investing, taxation, and financial planning- helping clients confidently navigate these subjects. Not only does this build trust, but it also makes your message more memorable.
These videos are perfect for turning dense financial concepts into digestible content that resonates with a bigger audience:
- Animated explainer videos that break down financial concepts in a fun and refreshing way.
- Whiteboard videos that simplify investment strategies or tax laws by literally drawing them out.
- Step-by-step guides that help clients understand services like mortgage applications or financial planning.
Boosting Engagement and Conversion
Video grabs attention like nothing else. Unlike plain text, video combines visuals, sound, and movement to really pull people in. It keeps visitors on your site longer because it's entertaining and easy to digest. And when people are engaged like that, they're more likely to take action- whether that's starting an application, requesting advice, or making an investment. Simply put, video production for financial services can do a lot of the heavy lifting when it comes to boosting engagement and increasing qualified leads.
You can capture your viewer's interest and encourage action with these compelling videos:
- Landing page videos that can boost conversion rates by up to 86%.
- Social media videos that generate 1,200% more shares than text and images combined.
Climbing the SEO Ladder
Did you know Google loves video content? Search engines prioritize video in rankings, which means adding high-quality video production for financial services can help you climb higher in search results. Plus, when you’re consistently putting out polished, professional videos, it shows your audience- and the industry- that you’re a trusted authority. It’s like putting a spotlight on your expertise while boosting your brand visibility at the same time.
To get eyes on your content and ensure excellent search engine ranking, try these helpful videos:
- Websites videos that are 53 times more likely to rank on the first page of Google. [Forrester]
- How-To videos that directly answer search queries like "How do I build a retirement plan?"
Best Types of Video Production for Financial Services
1. Explainer Videos: Finance, Made Simple
Quick, animated explainer videos are perfect for educating clients on financial products and software, investment strategies, or complex policies into easy-to-understand content. They are visually appealing and easy to share. Their bold and engaging nature makes them ideal for:
- Websites
- Landing pages
- Email campaigns
- Webinars and Presentations
- Social media
Fact: 96% of consumers watch explainer videos to better understand a product or service.
2. Client Testimonials: Real Voices, Real Trust
Hearing real stories from satisfied clients (or employees) creates a sense of trust and relatability that’s hard to replicate. This authentic form of video production for financial services can help humanize your brand while addressing potential clients’ concerns. Their powerful emotional impact is perfect for:
- Landing pages
- Career pages
- Email marketing
- Professional networks
- Social media
Fact: 72% of people say positive testimonials increase their trust in a business.
3. Educational Videos & Webinars: Be the Expert They Rely On
Long-form videos for financial services can be perfect for in-depth topics like market trends, investment tips, or financial planning. They showcase your expertise and provide real value by addressing common concerns and debunking misconceptions. They are ideal for engagement and lead generation in the following places:
- Website Resource Page
- Social Media
- Email Campaigns
- Live Webinars Platforms
- Follow-Up Content
Fact: 73% of B2B marketers say webinars are the best way to generate high-quality leads.
4. Thought Leadership Interviews: Insights from the Pros
Video production for financial services featuring interviews with advisors, CEOs, or industry experts can establish credibility and position your brand as a trusted voice in the field. They let you share unique insights on market trends, economic forecasts, and best practices. Spark engagement with your audience in these areas:
- Professional Networks
- Website Blogs or Articles
- YouTube Channel
- Email Marketing
- Webinars and Presentations
Fact: 88% of people say watching a thought leader’s content builds trust in their expertise.
5. Case Studies & Success Stories: Proof That Pays Off
These videos use real-world examples and stats to demonstrate how your services have helped clients achieve their financial goals. They combine data and personal narratives to create compelling, relatable content that builds trust and shows the impact of your work. Case studies are perfect for turning prospects into confident clients when used in these formats:
- Website Homepages
- Landing Pages
- Social Media
- Email Campaigns
- Events and Presentations
Fact: 73% of B2B buyers say case studies influence their purchasing decisions.
6. Personalized Video Messages: A Custom Touch That Converts
This form of video production for financial services offers a unique, client-focused way to connect on a more human level. Whether it’s a welcome message for client onboarding, an account update, or even a simple holiday greeting, these videos show clients that you value them as individuals. They help build relationships, increase engagement, and leave a lasting impression when used here:
- Onboarding Emails
- Client Portals
- Seasonal Email Campaigns
- Follow-Up Emails
- Social Media Direct Messages
Fact: Personalized videos increase email open rates by 19% and click-through rates by 65%!
Best Practices for Video Production for Financial Services
Keep It Clear and Compliant
- Avoid financial jargon. Use simple, relatable language to make financial topics digestible.
- Ensure all content meets financial industry regulations and includes necessary legal disclaimers.
Prioritize High-Quality Production
- Utilize professional video services to create visuals and audio that elevate your credibility.
- Use branded elements like logos, color schemes, and on-screen text for consistency.
Focus on Storytelling
- Facts aren’t enough—tell relatable stories to make emotional connections.
- Showcase real-life scenarios or examples your audience can see themselves in.
Optimize for Every Screen & Platform
- Tailor videos for social media, websites, YouTube, and email marketing.
- Use responsive design, clear visuals, and captions so your content is easy to watch on any screen.
Incorporate Strong Calls-to-Action (CTAs)
- Provide specific and actionable next steps, like "Schedule a free consultation," "Download our guide," or "Subscribe today."
- Keep it simple, engaging, and aligned with your audience's needs.
Leverage Analytics and A/B Testing
- Track performance metrics like watch time, engagement, and conversion rates.
- Test different formats, lengths, and styles to see what resonates best.
Final Take: Why Video is the Future of Financial Marketing
Video production for financial services is no longer optional in the finance industry. You need it to build trust, simplify complex topics, increase engagement, and enhance your brand authority. By using the right video types and best practices, your financial firm can effectively educate, engage, and convert your audience.
Ready to lead your business into the future? At Levitate Media, we empower financial firms with video marketing strategies that drive real results. Don't let your message get lost in the noise. Contact us for a free video strategy consultation!
