Financial services can be a real maze, where making your mark means outsmarting the competition and juggling a whole lot of regulations.
Video is the ultimate tool for flexibility, letting you navigate regulations, flaunt your partnerships and collaborations, and deliver your marketing message — all while showcasing your UI and UX in style.
In this article, we’ll dive into how financial services video production can be the cornerstone of your video marketing campaign, boosting your inbound strategy with engaging content.
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Use sleek, polished visuals to elevate platform credibility and avoid budget-looking solutions.
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Highlight cross-device functionality since nearly half of traffic comes from mobile devices.
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Use video to showcase AI and modern technologies that larger competitors implement slowly.
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Display trusted partner logos to boost customer trust by 48%.
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Demonstrate regulatory adherence to address customer concerns proactively.
Building Trust and Security
What pops into your head when you think about using a Finance app? If you said “Trustworthiness,” you’d be in good company with a whole crowd of other savvy consumers echoing the same sentiment.
First things first in a top-notch video production project: create visuals that boost the app’s credibility.
Sleek, modern graphics and a polished appearance — imagine black and white designs, solid colors, and animations that are both understated and smooth — can really elevate how users perceive the reliability of a platform or app.
Now, let’s steer clear of those cookie-cutter, pre-made solutions that are popping up everywhere these days.
Sure, they’re budget-friendly, but your solution comes off as budget too, especially when it’s surrounded by shoddy design and animation, with wobbly characters bragging about being professional and cutting-edge.
Enhancing User Experience (UX)
If you’re a smaller company just starting out or aiming for the big leagues, competing with the big players on credibility and trust can feel like a tall order.
But one thing you can always count on is an upgraded user experience that’s as smooth as butter and friendly as your favorite barista.
Your core platform or service needs to be seamless and welcoming; otherwise, users might as well stick with the tried-and-true options out there.
This, paired with a video, zeroing in on usability and your interface, could turn into your signature move and catapult you into a well-known player in the industry.
What’s fascinating is that nearly half of a website’s traffic is raked in from mobile devices.
With that in mind, ensuring your content is mobile-friendly is crucial — especially when it comes to your videos that showcase your usability.
Be sure to highlight how your financial service seamlessly works on PC, mobile, and tablets — everything you need to gain that competitive edge.
As you will see later in this article – great UI and UX animation is prominent among all of our fintech video examples.
Promoting Innovation and Technology – AI
Larger, more established institutions move slowly when adopting new technologies — regulatory approvals, compliance reviews, and internal sign-off can take months. If your company is leaner and faster, that’s a strategic advantage.
And once that’s done – you will be able to produce a powerful marketing tool – creating a video, that would promote your company embracing the use of AI throughout your workflows, showing to potential consumers that you are on the cutting edge with the innovative solutions.
This will certainly help build your core audience of customers who appreciate your company’s forward thinking approach.
Meantime, you will show up in stark contrast with your more established competition, that you are a serious contender – show that your competitors are still driving horse-drawn carriages, while your technologies allow them to fly aboard a spaceship.
Highlighting Customer Support
When it comes to cash, patience is a virtue nobody wants to practice, especially when big bucks are at stake or the pressure is on.
Customer support often stirs the pot in the marketing world.
If your financial service company boasts a stellar customer support team, flaunt it in an explainer or demo video for your service! When you spotlight quick responses and ease of use, it’s like a magnet for curious minds eager to give the solution a whirl.
Be there for your customers, and you’ll strike gold every time.
Showcasing Partnerships and Integrations
We’ve said it before and we’ll say it again: building credibility is crucial, particularly in the financial sector.
When you’re just getting started, chances are you’ll have some heavy hitters backing you up for that initial leap into the spotlight.
Make sure to shine a spotlight on this in your video marketing!
It’s crucial to showcase your partnerships, loud and proud, right where everyone can see them.
Interestingly, trusted partner logos can ramp up customer trust by a whopping 48 percent.
This is quite the hefty figure, especially given its significance.
This is your golden ticket from the big leagues, lending a sprinkle of their credibility to your mission.
Ensuring Regulatory Compliance
Regulatory compliance may not be the life of the party (trust us, we get it) – but it’s crucial for keeping your financial service or tech company thriving.
Your video marketing content can showcase your adherence to top-notch industry standards and regulations—plus, with your partner logos and collaborations, you’ll boost trust in your product and initiatives.
Plus, regulations ensure your ads and marketing materials stay honest and don’t mislead anyone.
Demonstrating compliance in your videos and marketing materials can tackle some objections before they even arise, showcasing that your service is truly ahead of the game.
Leveraging Testimonials and Case Studies
We’ve already highlighted the crucial role of trust and credibility, particularly in the world of Fintech and financial services.
When it comes to video, nothing beats the charm of testimonials and case studies! When you’ve got a client with a captivating story, it elevates your testimonial and case study video to a whole new level!
Treasure those testimonial videos — they’re your shining proof that your service delivers just as promised!
5 Financial Services Video Examples
The best way to see these principles in action is to watch them. Below are five real-world financial services video examples — note how each one handles trust signals, UX demonstration, and storytelling differently.
TrueLayer – Accept instant bank payments anywhere
What’s the secret sauce for flaunting a seamless user experience, effortless payment options, and top-notch animation and storytelling, all wrapped up in a stunningly premium package?
TrueLayer’s payment links are the answer you’ve been searching for!
In a mere 40 seconds, the video pulls us right into the narrative, delivering what seems like one continuous shot.
What’s your take after watching this video? For us, it’s all about that top-shelf vibe.
Helio.co – Crypto Payments – Quick And Easy
When it comes to crypto promo videos, we’re clearly after something dynamic, with a high-end animation and that sleek, 3D vibe – the pinnacle of fintech animation.
In the ever-evolving world of finance, the web3 and crypto scene is like the bold newcomer at a party, eager to stand out and make a splash.
It’s all about being eye-catching and assertive, vying for attention in a landscape that’s been comfortably settled for centuries.
TrueLayer – Instant bank transfers with Topps Tiles
Here we go again with TruLayer, taking a tutorial spin to break down the payment workflow in a clear, easy-going manner.
Although the animation doesn’t quite have the pizzazz of the first example, the promo video has a different mission — it’s all about being a helpful guide for their customers.
The visuals and text work hand in hand, making navigation a breeze — the video flows beautifully and is a total joy to watch!
Client Testimonial – Jonathan Stevenson – FINATO
Sure, engaging video tutorials, how-tos, and promo videos have their charm, but nothing quite matches the punch of a friendly client face sharing a testimonial.
When they talk about the real impact your financial solution had on their organization, it’s in a league of its own.
Wise – comprehensive video guide
Closing out with one of the big players – Wise.
Why not mash up all your promo, how-to, and demo materials into one snazzy video? Sounds like a plan! Nail it, and you’ll end up with The Wise App Review video. Simple as that!
In just 8 minutes, you’ll have the ultimate Wise guide: covering balance management, currency dealings, and sharing like a pro!
How Video Needs Differ Across Financial Sub-Sectors
Financial services is not one market — it is several, each with a distinct audience, regulatory environment, and communication challenge.
Fintech and Neobanks
Speed and differentiation are everything here. Fintech video needs to communicate innovation clearly and move fast — think 30–60 second platform demos, animated UX walkthroughs, and social-first content that cuts through on mobile. The tone should feel modern and direct, not institutional.
Traditional Banking
Trust and familiarity matter more than novelty. Video for banks tends to focus on accessibility (explaining products to a broad audience), compliance communication, and community positioning. Client testimonials and educational content perform strongly in this space.
Insurance
Insurance products are inherently hard to visualise — they protect against things that haven’t happened yet. Animation and motion graphics work especially well here, making abstract risk management concepts tangible. Clear, calm, and reassuring: these are the tonal pillars.
Wealth Management and Investment
The audience is sophisticated, but that does not mean video should be dense. Thought leadership interviews, fund manager updates, and market commentary videos build the kind of relationship-level trust that drives AUM growth. Production quality needs to match the premium positioning of the brand.
B2B Financial Tools and RegTech
These platforms often have complex, multi-stakeholder products where the buyer is not always the user. Video here serves two audiences simultaneously: a clear product walkthrough for end users, and ROI-focused messaging for procurement and finance decision-makers.
Work with Zelios on Your Financial Services Video
We understand that financial services video is not just a creative exercise. It has to work within compliance constraints, communicate trust signals quickly, and move with the pace your market demands.
What working with us looks like:
- A dedicated video producer with experience in fintech and financial product communication
- A scriptwriting process built around clarity first — we get the message right before a single frame is animated
- Structured revision rounds, so you stay in control of accuracy and tone throughout
- Deliverables optimised for the channels where your audience actually is — web, LinkedIn, YouTube, email
If you have a financial product that deserves to be understood — and trusted — we can help you build the video that makes that happen.
Select the video type that aligns with your marketing objectives, and receive an immediate high-level estimate of the production cost.
