Clever and engaging financial video production

YouTube is now the world’s second biggest search engine, and over 80% of internet traffic is set to be video by 2021.

Set your financial firm on strong communication footing for the future, engaging and attracting clients through the power of motion picture.

At CreativeAdviser, we offer a range of video solutions to financial firms. From walk-through, animated video introductions to your company, on the one hand. To detailed, bespoke product or service videos promoting an individual product, service or event, on the other.

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Case studies

O’Neill Financial Services: Pension Transfers Video

Kevin O’Neill, Director of O’Neill Financial Services, wanted a short financial video to explain his pension transfer services to his clients. CreativeAdviser were happy to oblige, developing a concise explainer video to convey the firm’s services in an attractive, digestible format.

Using a powerful set of animations and soothing music, the user is carried through the video’s message in a comfortable way which puts them at ease. The result is greater clarity, trust and peace of mind, encourging the potential client to enquire via the web form or by picking up the phone to an adviser.

Fowler Drew: Defined Benefit Pensions Explainer Video

Fowler Drew wished to engage with their target audience via Facebook ads, and dynamic PPC campaigns (pay per click). By partnering with CreativeAdviser, Fowler Drew received a powerful, animated financial video to capture the attention of qualified users in their news feeds.

With defined benefit pensions, and pension transfers in general, it’s easy for the client to feel overwhelmed with the complexity of it all. By producing a short video, Fowler Drew were able to bring clarity to the subject and peace of mind, encouraging the client to reach out and make contact.


PerformIT, an IT services company that provides IT Support & Forensic eDiscovery service, approached us with a brief to help them communicate the brand’s offering to a specific target audience.

After storyboarding and scripting, we created original music, graphics and filmed a series of interviews to compile a compelling and concise piece of film. Client testimonials were used throughout the video to establish PerformIT as a credible, trustworthy choice.

“PerformIT worked with CreativeAdviser to develop a corporate video. Their creativity helped us visually explain a complex service in a simple and attractive way. A very talented group of guys that I am happy to recommend.
Sean Norris, Director PerformIT Ltd.”


Worthstone were still in the early stages of starting up when they came to CreativeAdviser. They needed a high impact way of communicating a relatively complex new area in the simplest way possible.

We created a very simple, cost-effective video to promote the very specific and innovative work of Worthstone, who help to bring social impact investment to maturity among Independent Financial Advisers.

The video consists of a blend of talking head interview and simple graphics to communicate the story effectively. Original music was then overlaid to create an engaging piece of communication.

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CreativeAdviser has over 25 years experience in the financial sector working with a broad range of Financial Advisers, Financial Planners, Investment firms and Wealth Management companies from around the UK.

Get in touch today and discover how we can help you.

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Financial Video Production

Financial institutions are increasingly turning to video and animation as a powerful way of capturing the attention of potential new clients and engaging and communicating with existing clients.

We have the expertise and experience to deliver clever and engaging financial videos. Whether you’re interested in ‘talking head’ interviews, complex animation with voice over, hand drawn or motion graphics; or simply a straightforward piece to camera.

Videos can be a highly effective way of communicating to an audience and can be used for a variety of purposes, such as:

  • Explaining a product simply and succinctly
  • Producing interviews for topical discussion or promotional purposes
  • Resources for events, exhibitions and conferences
  • Material for staff training and development
  • For use on your website or as part of a social media campaign

We have extensive experience in video production for the financial industry so not only do we understand the ins and outs of video marketing, we also recognise the unique facets of your industry.

Are you looking for a way to stand out from your competition? As a financial services company you need to convey trust and professionalism the moment a potential client lands on your site. Investing in a properly produced video can do that.

We can offer bespoke or template financial videos depending on your requirements and budget. Our bespoke service includes full pre and post-production services, including creative story boarding, filming and editing. With the amount of time, skilled personnel and equipment that can be involved we understand that sometimes a bespoke video can be too costly so we also offer a range of off-the-shelf financial videos, enabling your firm to have your own video content at an affordable price.

Start your project with CreativeAdviser today…

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