20 Brilliant Financial Services Video Marketing Explainers

The financial services sector is a vast one. Companies that operate in the financial services industry are in the business of managing money. Video marketing is increasingly being used by financial services providing companies to market their solutions and reach new clientele.

In this article we look at 20 financial services providers and how they are using explainer videos to market themselves and reach to their target audience. Watch these videos to get ideas for marketing your own financial services offering. Here we go :


DSP BlackRock Financial Services Video

DSP BlackRock Mutual Fund is a joint venture between the 150 year old Indian financial firm, DSP Group and the world’s largest investment management firm, BlackRock. They are committed to providing a broad set of investment solutions for our investors while striving to constantly achieve the best balance between risk and opportunity. Their disciplined and well researched approach to investing combined with robust risk-management controls and processes has held us in good stead over the years. DSP BlackRock’s financial services explainer video demonstrates how one can start with their financial planning step-by-step.

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HSBC Financial Services Video

HSBC is one of the largest banking and financial services organisations. They serve more than 37 million customers through four global businesses: Retail Banking and Wealth Management, Commercial Banking, Global Banking and Markets and Global Private Banking help small and large companies grow domestically and internationally and are developing wealth management services and investing in retail banking in markets where a profitable scale is achievable. The HSBC financial services video uses unique 3D animation to describe the tools offered by the banking service.

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FIS Financial Services Video

FIS Wealth has been committed to providing financial services to their nationally located clients for the last 10 years. They believe their clients benefit from a modern take on a traditional financial planning experience. FIS’s clients are introduced to new technologies which help them visualise and articulate their goals and engage in the advice process whilst not losing the personal touch of our face to face meeting experience. Using the combination of technologies and the face to face meetings it allows FIS Wealth to design a solution that meets the unique needs of their clients as well as allow them to get to know their clients on a deeper level. The financial services video talks about a few ideas to get you on top of managing your debt.

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KPMG Financial Services Video

KPMG professionals are the trusted advisors to the world’s leading financial services organizations, helping them create and protect sustainable value. They provide professional services to 78% of the global 1200 companies by leveraging the vast knowledge, skills and experience across the global network of firms to help clients identify and address their most complex business problems with confidence. The financial services video shows how KPMG’s finance Services Team offers an integrated concept for finance services.

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Macroaxis Financial Services Video

Macroaxis is built for investors of all levels who are seeking to increase risk-adjusted performance of their portfolios using solid financial models written in the context of traditional fundamental analysis and practical portfolio theory. Regardless of your background, budget, or investment philosophy, you can find their platform and community useful in building optimal portfolios for yourself, your family or your clients. The financial services video shows how Macroaxis delivers personalized wealth management solutions.

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Pegasystems Financial Services Video

Pegasystems Inc. is a leader in software that streamlines business and enhances customer engagement. Pega seamlessly connects organizations with their customers across multiple channels in real time using market-leading CRM, advanced artificial intelligence and powerful automation. Pega’s adaptive, cloud-architected applications – built on its unified Pega® Platform – empowers people with comprehensive visual tools to easily extend and change applications to meet strategic business needs. The financial services video talks briefly about the key findings from a global study of 500 senior banking and insurance executives by Cognizant, Marketforce and Pegasystems, along with the future of retail financial services.

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Black Knight Financial Services Video

Black Knight Financial Services is a premier provider of integrated technology, data and analytics that lenders and servicers look to successfully manage the entire loan lifecycle. They believe that their deep understanding of regulatory and compliance issues complements the knowledge, technology and solutions that they offer to help their clients achieve business goals.​ The financial services explainer video demonstrates how Black Knight’s technology.

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Ashworth Financial Services Video

Ashworth aims to help its clients to create a financial structure that supports the life they want to live. To provide the peace of mind that their finances are ready for whatever the future may hold. They envision to give their clients freedom- the freedom from the need to go to work, freedom from the need to run a business and freedom to live the life that they want without the worry of ever running out of money. Beyond that, they help them create multi-generational wealth, a legacy of financial support flowing to younger family members. Ashworth’s financial services explainer video demonstrates how it aims to provide their clients the security of a long, comfortable and worry free retirement.

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Grameen Foundation Financial Services Video

Grameen Foundation helps the world’s poorest improve their lives and escape poverty by providing them with access to appropriate financial services, life-changing information and unique income-generating opportunities. They do this by helping microfinance institutions and other poverty-focused organizations become more effective and efficient, enabling them to reach more poor people with financial services, such as small loans and microsavings. The financial services marketing video demonstrates Grameen Foundation’s research to understand how mobile phone technology and its usability are impacting poor women’s ability to access and benefit from mobile financial services.

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Alphera Financial Services Video

Alphera is a new type of automotive finance company offering competitive rates and flexible financing options. Alphera is committed to providing an effortless vehicle purchase process. Alphera offers a time-saving tool called AlpheraCentral, which is an easy-to-use online account management tool. Alphera offers paperless statements and automatic payment withdrawal to boot. The financial services explainer video gives a brief idea of Alphera’s offerings.

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Renew Financial Services Video

Making of a Video : View the Process of Making Google Allo's Video

Renew Financial provides 100% financing for home improvements that save energy or water. With RenewPACE financing, you can receive $0 down financing for energy efficiency, renewable energy, water-saving and resiliency upgrades, repaid on your property taxes over the course of 5-30 years. You can borrow up to 20% of your property value, and the balance may transfer to the new owner upon sale of the property. The financial services marketing video gives an idea of how, with RenewPACE financing, your borrowing potential is based on your home equity and the interest rate is fixed, with no surprises.

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Guidance Residential Financial Services Video

Guidance Residential is the largest U.S. provider of Shariah compliant home financing. Guidance Residential is a subsidiary of Guidance Financial Group, a global financial company that has pioneered the creation and development of Shariah compliant investment products for institutional investors and financial intermediaries worldwide, as well as financial products and services that address the unmet needs of millions of Muslim consumers. The financial services video talks about Guidance Residential’s faith-based home financing program.

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IISD Financial Services Explainer Video

IISD is an independent, non-profit organisation that provides practical solutions to the challenge of integrating environmental and social priorities with economic development. They report on international negotiations, conduct rigorous research, and engage citizens, businesses and policy-makers on the shared goal of developing sustainably. The crux of IISD’s work on finance stems from our conviction that the root causes of the 2007 crisis remain largely unaddressed. The financial services explainer video talks about how IISD, with Chinese and international partners, is testing the potential of the entire spectrum of green finance approaches to deal with China’s legacy of toxic soils and the urgent need to restore them to health and productivity.

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Asset Financial Services Explainer Video

Asset Finance UK Ltd is an independent finance company that specialises in arranging finance for businesses. They help with major capital expenditure, the re-finance of existing assets, invoice discounting and specialist loans team of finance professionals with expertise in a wide range of industries. Asset offers capital for business growth, but specifically specialise in providing finance for asset, property and trade finance. The financial services explainer video talks about the best way to raise finance for your business with Asset Finance.

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GetSmarterAboutMoney Financial Services Video

GetSmarterAboutMoney.ca is a website founded by the Ontario Securities Commission (OSC) that provides unbiased and independent financial tools to help you make better financial decisions. The Ontario Securities Commission (OSC) founded Investor Education Fund (IEF) in 2000 to improve financial literacy and investor education in Ontario. The short financial services explainer video talks about how it is never too early to start financial planning.

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Jensen Financial Services Video

At Jensen Financial Planning it is ensured adequate risk protection is provided against serious illness, accident or death. Appropriate protection is essential to ensure your financial house is in order and secured for the future of any unforeseen events. Jensen financial services explainer video explains how it gives a lifetime financial solution, providing you with the best outcome, with their tailor made approach.

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American Funds Financial Services Video

American Funds is a family of mutual funds from Capital Group that are sold primarily through financial advisors and intermediaries. It is the third largest mutual fund family, with more than US $1.3 trillion in assets under management. American Funds manages more than 54 million investor accounts. The Capital Group companies manage equity assets through three investment groups. These groups make investment and proxy voting decisions independently. Fixed-income investment professionals provide fixed-income research and investment management across the Capital organization; however, for securities with equity characteristics, they act solely on behalf of one of the three equity investment groups. The financial services marketing video talks about a smarter way of investing with American Funds.

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LB Financial Services Video

L B Financial Solutions is a licensed finance company. The public’s immense confidence in the Company’s dynamic and far sighted conduct of business has propelled it to its dominant position in the market as business jumped to new highs on all fronts, from deposits to lending. The company was originally formed by bringing together expertise within both the Accountancy and Financial Services industries. The financial services explainer video shows hows LB Financial Solutions can help.

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Mortgage Choice Financial Services Video

Mortgage Choice Financial Planning helps you track to achieve your financial goals. Whether you have a single need or want a full financial plan, they provide you the advice you need now and we’ll be there to help as your goals change in the future. The financial services explainer video shows how Mortgage Choice Financial Planning can help you reach your financial and lifestyle goals.

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Chamberlain Consulting Financial Services Video

Chamberlain Consulting pioneers a profit centric management consulting solution. With expertise of over 57 years and helping clients across industries solve complex business problems. The financial services marketing video highlights their solution to improve the financial performance of companies.

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A financial services company can create the following videos :

  • Financial services overview video
  • Financial services brand video
  • Financial services Animated Explainer Video
  • Financial services marketing video
  • Financial investment promotional video
  • Youtube teaser videos
  • Business use case study videos
  • Financial services How To Videos

With the above financial services video examples it is evident that companies are fast integrating videos in their marketing campaigns and various other touchpoints. If you are in the similar domain these videos are good start to build a brief of what can be the tone and style for your videos. We advise you to be different and unique while you create your messaging through the videos.

We at Advids understand financial services are continuously evolving and is an emerging segment, with a lot of transformations happening now and many more to follow in future. Lets use the power of videos to get your word out. We will be scanning the web to find more new and interesting stuff in financial services videos , if you have something to share do reach out to us.

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