20 Video Marketing Examples From Financial Advisor & Services

3D Animated VideoA financial advisor video is a short video used for marketing companies or individuals that provide suggestions and render financial services to clients & customers based on their financial situation. Financial advisors video show the various problems faced by general customers and follow it up with financial solutions.

Financial advisor & services are defined as financial advice provided to meet financial requirements. A financial advisor & service provides comprehensive financial, economic and strategic advice to companies with complex business problems or disputes.

In this article we look at 20 financial advisor & services video marketing examples that are on the spot. Watch these financial advisor & services video marketing examples to get ideas for marketing your own offering. Here we go :


6Towns Financial Services Video
Category : Financial Services Marketing Example

6Towns Credit Union is an ethical financial service offering savings accounts to all ages and loans. It offers help and support to those who are struggling with universal credit by ‘ring-fencing’ money for essential bills with rent and utilities. The financial services video tells us how 6Towns Credit Union provide a wide range savings and loans accounts to everyone no matter what their credit rating.

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Wells Fargo Financial Services Video
Category : Financial Services Marketing Example

Wells Fargo is a provider of banking, mortgage, investing, credit card, and personal, small business, and commercial financial services. Wells Fargo Advisors can help you create and manage your own personalized investment plan. The financial services video showcases the benefits of being an Independent financial advisor with Wells Fargo.

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ParkWay Financial Services Video
Category : Financial Services Marketing Example

Parkway Bank and Trust Co. is a locally owned and operated financial institution offering a wide array of financial products and services. Committed to growth and consistently offering the best in customer service, Parkway Bank and Trust Co. continues to be a community leader in banking. The financial services video highlights how managing money has gotten easier because of ParkWay.

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BCG Financial Services Video
Category : Financial Services Marketing Example

The Boston Consulting Group (BCG) is an American worldwide management consulting firm with remarkable financial services. BCG’s smart processing technologies for financial institutions highlighting how these technologies can digitize the customer journey from initiation to servicing and fulfillment-enabling flawless and more efficient delivery with significantly lower operational risk. BCG’s financial services video helps you understand the solutions and offerings.

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KPMG Financial Advisor Video
Category : Financial Services Marketing Example

KPMG professionals are the trusted advisors to the world’s leading financial services organizations, helping them create and protect sustainable value. They leverage 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 advisor video shows how KPMG’s finance Services Team offers an integrated concept for finance services.

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Financial Architects Financial Services Video
Category : Financial Services Marketing Example

Financial Architects help you design, organize and implement your quest for financial success. Whether you’re an individual or a business, they dedicate the time necessary to evaluate your individual needs and circumstances that will help shape that quest with a cohesive and unified approach. The financial services video shows how FA help you plan your finances for a better future.

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The Bank of Scotland Financial Services Video
Category : Financial Services Marketing Example

The Bank of Scotland based in Edinburgh, Scotland offers comprehensive financial services, one of the main ones being the Financial Services Compensation Scheme (FSCS). FSCS protects consumers when authorized financial services firms fail. The eligible deposits with Bank of Scotland plc are protected up to a total of £75,000 by the Financial Services Compensation Scheme, the UK’s deposit guarantee scheme. The financial services video shows how Bank of Scotland believes in serving their customers with the best.

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Capitalise Financial Services Video
Category : Financial Services Marketing Example

Capitalise uses a little funding magic to identify the best financing options available for your business. It’s a quick, free and easy way to get the funding that best matches your needs. The financial services video showcases how Capitalise uses in-house technology to identify the best financing options.

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World Bank Financial Services Video
Category : Financial Services Marketing Example

The International Finance Corporation of the World Bank is the largest global development institution focused exclusively on the private sector. We help developing countries achieve sustainable growth by financing investment, mobilizing capital in international financial markets, and providing advisory services to businesses and governments. The financial services video to get a better idea about the functionalities of World Bank.

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Oracle Finance Services Video
Category : Financial Services Marketing Example

Oracle Financial Services Software Limited is a subsidiary of Oracle Corporation. The company’s offerings cover- retail, corporate and investment banking, funds, cash management, trade, treasury, payments, lending, private wealth management, asset management and business analytics. Oracle’s financial services video shows how you can benefit with a strong global reach and support presence.

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

Barrington Financial Advisor Video
Category : Financial Services Marketing Example

Barrington Financial Advisors is a registered, professional financial advisory practice offering individuals, families and business owners a unique pathway to financial peace of mind. They believe that financial peace of mind is achieved by reducing risk, developing a holistic financial plan, and implementing your plan consistently. The financial advisor video shows how Barrington Financial Advisors help you identify your hopes, your dreams and your financial expectations.

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Pegasus Financial Advisor Video
Category : Financial Services Marketing Example

Pegasus Financial Consultancy is a leading independent advisory firm that specializes in providing professional holistic financial planning for both public and private sector clients. It focus on helping their clients to understand the bigger picture and major benefits of holistic financial planning and assist them on starting on their journey. The financial advisor video shows how they guide you through your ever-changing financial world to achieve your financial goals.

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Black Knight Financial Services Video
Category : Financial Services Marketing Example

Black Knight Financial Services is the premier provider of integrated technology, data, and analytics that lenders and financial services look to first to help successfully manage the entire loan lifecycle. Their solutions deliver superior quality, continuous improvement and support for clients compliance efforts.The financial services video shows how Black Knight’s understanding of regulatory and compliance issues complements the knowledge, technology and solutions that they offer to help clients achieve their business goals.

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Box Financial Advisor Video
Category : Financial Services Marketing Example

Box Financial Advisors is a full-service financial planning and investment management firm assisting clients in achieving their exceptional life. From investment and retirement planning to risk management and estate conservation, they apply individualized tools and disciplines to help each client achieve their own exceptional life. The financial advisor video shows how Box helps financial services firms intuitively share and collaborate between colleagues, institutions and clients with the control and visibility required.

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JP Morgan Chase Financial Advisor Video
Category : Financial Services Marketing Example

Whether you’re just starting to invest or need to evaluate your existing strategy, your J.P. Morgan Financial Advisors will help you prioritize your goals and develop an appropriate approach tailored to your situation. Together with a Banker, you’ll receive a powerful combination of banking and investment expertise to help ensure your money is working hard for you. J.P. Morgan’s financial advisor video talks about the commitment to building long-term relationships and partnering with you over time to help you achieve your important financial goals.

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SEEBURGER Solutions Financial Services Video
Category : Financial Services Marketing Example

SEEBURGER Solutions for financial services speed-up onboarding, improve integration and modernize fragmented file transfer systems. SEEBURGER Business Integration Suite is the industry’s only consolidated, secure communications platform for all data transmission and transformation requirements for all financial formats, standards, protocols and document types. The financial services video highlights the main characteristics of SEEBURGER.

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HSBC Financial Services Video
Category : Financial Services Marketing Example

HSBC is one of the largest banking and financial services organizations. We 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 we can achieve profitable scale. The financial services video uses unique 3D animation to describe the tools offered by HSBC.

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Square One Financial Services Video
Category : Financial Services Marketing Example

Square One is a financial services company focused on wealth management offering a full spectrum of advice on all financial issues to clients with investments assets. Their service is carefully tailored to each client and they make sure their proposition fits the clients, and not the other way round. The financial services video shows how Square One provides outstanding ongoing client services.

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Bank of America Financial Services Video
Category : Financial Services Marketing Example

Bank of America is an American multinational banking and financial services corporation. Its consumer real estate services segment offers consumer real estate products comprising fixed and adjustable-rate first-lien mortgage loans for home purchase and refinancing needs, home equity lines of credit, and home equity loans. The financial services video shows how Bank of America is a leading National financial institution that provides personal and business services.

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Finstart Financial Advisor Video
Category : Financial Services Marketing Example

Finstart is Specialised financial boutique firm offering Project Finance, Startup Consultancy, Financial & Audit Services across the globe. They offer exclusive solutions on business finance, project finance, real estate funding arrangements. The financial advisor video highlights the solutions offered by Finstart to solve the financial issues of their clients.

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WE CAN HELP CREATE THE FOLLOWING VIDEOS :

  • 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 advisor 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 advisor videos, it is evident that companies are fast integrating videos in their marketing campaigns and various other touchpoints. If you planning to develop such videos, a good start is to develop 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, create custom video 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 business software video requirement.

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