Video Production for Financial Services

Why is video production different for financial services?

Financial services firms operate under strict regulatory oversight. Every piece of external communication - including video - needs compliance review before publication. Disclaimers, fair balance and approved language are required, which makes the traditional video production process even slower than usual.

Even so, demand for video in financial services is high. Investor communications go unread as PDFs, and compliance training has to be completed every quarter. You also need product explainers for complex financial instruments, recruitment videos for a tight talent market and client onboarding walkthroughs.

What video do financial services firms produce?

Investor and market communications

This covers quarterly updates, market commentary and fund performance summaries. Video can replace the long PDF that sits unopened in inboxes. A short video from the portfolio manager explains what happened this quarter and what to watch next quarter, and clients are far more likely to watch it than to read the report.

Compliance and regulatory training

Topics include anti-money laundering, know-your-customer, conduct risk, data privacy and sanctions compliance. Every employee needs this training, it must be tracked, and it must be updated when regulations change. Scenario-based compliance video tends to stick better than click-through e-learning.

Client and product education

Your clients need complex products explained in plain terms, from structured products to insurance policies and superannuation options. Animated explainer videos work well here because they can visualize abstract financial concepts without needing to film anything.

Internal communications

This includes CEO updates, strategy briefings and change management (mergers, restructures, system migrations). Financial services firms are often large and spread across many sites, so video from senior leaders gets noticed where another email would not. Read our internal communications video guide.

Recruitment and employer branding

Financial services competes for the same talent as tech companies. Recruitment videos showing your actual culture, team, and work environment help attract candidates who would otherwise default to a tech company offer.

How do you handle compliance in video production?

You handle it the same way you handle compliance in any communications, with review workflows, approved templates and audit trails.

With Shootsta, your compliance team reviews videos within the platform before they go live. Approved disclaimers, disclosures, and brand elements are locked into your brand kit so they can't be omitted. Every version is stored with a timestamp and approval record.

This doesn't speed up the compliance review itself, which depends on your internal process, but it speeds up everything around it. Instead of waiting weeks for an agency to produce the video before compliance even sees it, your team films on Monday and compliance reviews a first cut on Wednesday.

Which financial services firms use Shootsta?

Shootsta works with banks, insurers, asset managers, and financial technology companies across Australia, Asia, the UK, and the US. Clients include ING, HSBC, Marsh, and Australian Payments Plus.

Explore our financial services video production page, or see how training video production handles compliance content at scale. Use our Video ROI Calculator to model the return for your team.