Financial Services Video Production
A dedicated creative team that makes your financial video all year, and writes it knowing every client message, marketing spot, and explainer has to clear compliance and still hold someone's attention. Financial services runs under some of the strictest communication rules of any industry, so for your team the two were never separate problems.
See our approach
What we produce
Everything your team needs, from one dedicated team.
Client education
Market commentary, portfolio updates, and plain-language explainers you send between review meetings, so clients hear from you when nothing is on fire.
Digital banking adoption
Short tutorials and feature walkthroughs that get customers using the app and the online portal without calling the branch.
Wealth management
Measured, high-craft pieces for high-net-worth clients, where the pacing and the tone do as much work as the words.
Insurance explainers
Animation that lays out coverage types, claim steps, and what a policy actually pays for, in language a first-time buyer can follow.
Advisor training
Scenario-based modules that walk advisors through the products and the compliance rules before they sit in front of a client.
ESG and community
Impact pieces on your community work and ESG commitments, made to hold up for a regulator and a customer at the same time.
And much more. If it's video for your business, we produce it.
Most video teams treat compliance as someone else's problem
With most video teams, compliance gets handed back to you after delivery, and that is exactly when a legal note sends the whole thing into a reshoot. You get a dedicated team that already understands how financial services communication is regulated, so compliance is worked out while the script is being written rather than patched in later. Each product line runs on its own messaging framework, and because one team carries all of them, the brand stays consistent across every product.
Why most financial services video gets ignored
Most financial services video gets approved, produced, posted, and forgotten inside the same quarter. The pieces that actually land, the explainer a client replays before a meeting, the update an advisor forwards to a nervous account, get made a different way.
They come from us. We have been making your video long enough to know your products, your compliance line, and what your clients will genuinely trust. The first piece is rarely the one that works. By the fourth or fifth, the team knows where the legal notes tend to come from and where people stop watching, and the work gets sharper because of it.
How your Moonb team approaches financial video
Financial video has to do three things at once: pass regulatory review, work as marketing, and earn client trust. Your dedicated team builds for all three from the script stage, with compliance review folded into the workflow instead of waiting at the end to say no.
Why financial video needs people who know the rules
Financial communication answers to FINRA, the SEC, state insurance departments, and, if you operate across borders, international financial authorities. Claims have to be substantiated. Risk disclosures have to be included, and any comparison you make has to be fair and balanced. Hand that to a general video agency and you get work that fails compliance review, which means the time and the production money are both gone. A dedicated team learns your requirements once and builds them into how every video gets made, so fewer pieces bounce back and the ones that clear ship sooner.
Formats your team produces
Your team makes client education and financial literacy videos, product and service explainers across banking, insurance, and wealth management, marketing and promotional pieces that come pre-cleared for compliance, training material for advisors and representatives, investor relations and annual report summaries, market commentary and thought leadership, and onboarding and account activation videos for digital sign-up. Every one is made with the rules governing financial communication already in mind, not read back to you as a surprise after the shoot.
- Client education
- Digital banking adoption
- Wealth management
- Insurance explainers
- Advisor training
- ESG and community
Video is how a lot of clients decide whether to trust you
Financial services runs on trust. People are handing an institution their savings, their investments, and the future they are counting on, and much of that decision happens before they ever meet an advisor. Video that is clear, professional, and does not talk down to them is part of why they sign and part of why they stay. Your dedicated team explains complicated financial ideas in language people can actually follow, without losing the seriousness your brand has to carry.
Done right, it leaves a client feeling informed and taken seriously, which is the whole point.
How it works
From signup to first delivery in under 2 days.
Meet your team
You get a Creative Director and specialists who learn your brand, your assets, and how you work.
About 30 minutesSend the work
Brief them like colleagues. Your Creative Director runs the queue and keeps everything on-brand.
As much as you needGet it back fast
Polished work comes back on a steady weekly rhythm, revisions included until it is right.
No change-order feesThe workflow was particularly awesome.
Ready to start your financial services video?
Book a CallFrequently Asked Questions
Yes. Your team makes impact stories about your community involvement, your ESG work, and the social commitments you have made. The same piece can serve a regulatory report and a public-facing brand campaign, so you are not paying to make it twice.
Insurance confuses most people, so we lean on animation to lay out coverage types, the claims process, and what a policy actually gives you, one idea at a time. People come away understanding what they bought, and your service line fields fewer confused calls.
Yes. Tutorials and feature walkthroughs get customers comfortable with the app and the online tools, and onboarding sequences plus short security explainers cover the exact moments where people usually give up or call in.
Wealth management video is aimed at high-net-worth clients, who notice the difference, so it is made at a higher level of craft: cleaner visuals, slower and more deliberate pacing, and a tone that carries real authority rather than performing it.
Market commentary, portfolio updates, and financial education tend to do the most. We keep clients hearing from you between reviews, and a client who feels kept in the loop is less likely to leave.
Each product line gets its own messaging framework. That keeps every line sounding like the same institution, while each one still says something specific and clear on its own terms.
Yes. Scenario-based modules put advisors through the product, the compliance requirements, and the actual client conversation before they are doing it live with someone's money on the line.
Two things do most of the work. Real advisors on screen make the institution feel like people instead of a logo, and animation takes the complexity out of what you actually do. Both quietly signal that you know your business and have nothing to hide.
Ready to level up your creative?
Tell us what you're working on and we'll take it from there.
Book a Call
