20 Video Examples From Financial Planning Software & Tools

A financial planning video is a short video used by financial institutions to showcase the various solutions, plans and strategies that can help manage short and long-term financial goals and create a balanced plan to meet those goals. Financial planning videos also showcase the benefits financial planning and how it can be achieved.

In this article, we look at 20 financial planning videos that are on the spot. Watch these financial planning videos to get ideas for marketing your own offering. Here we go :


Figlo Financial Planning Video

Figlo from Advicent is a highly interactive,customer-centric interactive planning tool. Figlo technology empowers advisors to engage clients at each stage of the relationship through comprehensive and interactive financial planning. The financial planning tool video gives a brief of how Figlo makes planning interactive and enjoyable.

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Serenity Financial Planning Video

Serenity’s financial planners will partner with you over the long term giving you and your family the support and advice you need. Serenity understands that it’s about a whole life and not just money. The financial planning tool video gives an overview of how efficient finance management can be achieved with Serenity.

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Prophix Integrated Financial Planning Video

Prophix’s Integrated financial planning is a combination of technology and processes that connects the planning function across an organization to improve operational alignment and financial performance. It accurately represents a complete model where the company links strategic and operational planning with financial planning. The financial planning software video demonstrates how Prophix gives you a complete picture of your organization’s finance.

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FP Solutions Financial Planning Video

FP Solutions is the most comprehensive financial planning software in the market. You can demonstrate greater value with the highest quality of personalized reports, and tools that present the financial value of the planning and advice you provide. From single-needs analysis to full personal and corporate planning, the financial planning software video shows all the advanced planning modules of FP Solutions.

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Tidemark Financial Planning Video

Infuse modern capabilities into your financial planning processes with Tidermark Financial Planning Software. It includes structured and context-aware collaboration, the ability to drill down to line-item details, and accurate what-if scenario modeling with predictive analysis. The financial planning software video shows how Tidemark improves the accuracy of plans and enhances them.

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Diaceutics Financial Planning Video

Diaceutics Financial Planner enables you to maximise your return on investment by accurately defining the budget you need to integrate diagnostics into your commercial strategy. With new financial architecture ,integrating diagnostics into therapy forecast models works to a different set of rules. The financial planning tool video shows how Diaceutics helps in navigating the complexities of combining testing and therapy into a treatment pathway.

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Carer Gateway Financial Planning Video

Carer Gateway is a national online and phone service that provides practical information and resources to support carers. The interactive service finder helps carers connect to local support services. Whether you’re caring for someone for a few hours a day or around the clock, you may be eligible for financial assistance. Carer Gateway’s financial planning tool video demonstrates how someone who is a carer, can plan for their finance.

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Vena Financial Planning Video

Vena’s financial close management software accelerates your financial close processes by augmenting native Excel with automation, governance and accountability. Its powerful workflow engine is used to easily design and manage each step in the financial close process. The financial planning software video shows how Vena provides the only truly unified solution for FCM, from closing the books to account reconciliations and reporting, all using enterprise-grade Excel.

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Jensen Financial Planning 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’s financial planning tool video explains how it gives a lifetime financial solution, providing you with the best outcome, with their tailor made approach.

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MyPlanMap Financial Planning Video

MyPlanMap is a software for Financial Planners to help them take control of their recommendations and make it actionable. They want to enable all advisors to track their practice and client activity from the simplest touch points. they believe that practices who can make it simple, visual and easy for their clients are the best at delivering the best customer experiences and communicating their value proposition. The financial planning software video highlights the uniqueness of MyPlanMap and how efficient it is for financial planners.

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

DuPoint Financial Planning Video

DuPoint’s financial planning software provides local families and businesses with innovative financial strategies, solutions and planning. They offer prospective clients an initial complimentary risk assessment where they provide third-party analysis of their current investments, personalized income projections, and ideas for immediate implementation. The financial planning software video shows how they customize appropriate financial strategies to suit your vision and objectives.

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PlanningSpace Financial Planning Video

PlanningSpace is a next generation, cloud based planning platform for the upstream oil and gas industry. The software solutions that Palantir has developed and perfected over the years is to provide an integrated platform that handles all planning needs from well level to the corporate portfolio. The financial planning tool video shows how PlanningSpace is easy to implement and use, significantly reducing total cost of ownership.

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Bicycle Financial Planning Video

Bicycle Financial is a software-based financial planning tool that delivers practical, personalized guidance at affordable prices and in plain English. They help you save and invest and charge NO management fees. The financial planning tool video shows how Bicycle Financial makes personal finance planning easy and hassle free.

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Infor SunSystems Financial Planning Video

Infor SunSystems is a comprehensive, international financial services and planning software. It’s important to implement a modern financial solution that is powerful enough to meet your needs today, but innovative and flexible enough to adapt as your business evolves and grows and that’s what Sapphire system’s Finance Software offers. Watch the financial planning software video to get an idea about the main features of the software.

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Custom Wealth Financial Planning Video

Custom Wealth aims to not just evaluate one aspect of your life, they look at the full picture and develop a personalized plan which includes estate planning, investment planning, retirement planning strategies and business owner planning. The hallmark of Custom Wealth Consulting is their unique, proprietary, financial planning process. The financial planning software video demonstrates how Custom Wealth advisors are given sophisticated tools and provide a fully integrated approach to identifying solutions to produce a customized financial plan.

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PFS Financial Planning Video

Personal Finance Society (PFS) is the professional body for the financial advisory profession in the UK. They promote the highest standards of professionalism for technical knowledge, client service and ethical practice across the entire financial advice community. The financial planning tool video shows how Personal Finance Society is helping financial planning community towards higher levels of professionalism.

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Kantor Financial Planning Video

Kantor Financial Group offers unique and customized services that help their clients navigate the ever-changing financial landscape. Their services include, but are not limited to, personalized financial planning, wealth management, retirement, insurance, tax strategies and estate planning strategies. Kantor’s online financial planning software video talks about their expertise in the area and urges you to manage your finances better.

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iPlan Financial Planning Video

iPlan is a revolutionary new financial planning tool that empowers you to identify, prioritize and plan a course of action to achieve all of your financial goals, one simple step at a time. Its totally new approach to financial planning with a marketplace for you to research financial solutions that best suits your needs. The financial planning tool video showcases how iPlan gives you access to expert, independent guidance.

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eMoney Advisor Financial Planning Video

eMoney Advisor is a financial planning software that offers leading wealth management experience with solutions. It builds technology that redefines the way financial advisors deliver advice and build relationships. The financial planning software video shows how eMoney is bridging the gap between planning tools and compliance software to help fiduciary-focused advisors in a post-DoL world.

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AVMA Personal Financial Planning Video

The AVMA’s Personal Financial Planning Tool will help you build a personalized estimate of your budget needs so you can plan how to repay debt in an acceptable time frame while also saving for the future. This tool helps make it easy by walking you through each of the essential steps. The financial planning tool video shows how you can reach your financial goals with the easy-to-use AVMA Personal Financial Planning Tool.

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WE CAN HELP CREATE THE FOLLOWING VIDEOS FOR YOUR MARKETING :

  • Overview Video
  • Brand Video
  • 2D & 3D Animated Explainer Video
  • Marketing Video
  • Promotional Video
  • Youtube Teaser Videos
  • Business Use Case Study Videos
  • How To Videos

Key takeaways from the above financial planning videos are :

  • Build a strong creative brief
  • Find a reference video or combine multiple video elements from different sources
  • Work with a company that can understand your video production requirement easily

With the above financial planning videos, it’s evident that companies are fast integrating videos in their marketing campaigns and various other touchpoints. If you are planning to develop these internet marketing videos, a good start is to develop a brief of what can be the tone and style for your internet marketing videos. We advise you to be different and unique while you create your messaging through the videos.

We at Advids create custom videos based on your brief. With a complete video production services plan at a fixed price, our design team works right from concept development, to art design and animation. Having created 1200 plus explainers for businesses, our Creative team can help you come up with the right fit. Do talk to us or send us a note on what your company plans to create with for the next video requirement.

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