Free Playbook for Financial Services
The Financial Services Video Operating Model
A practical guide to running video at scale inside banks, insurers, wealth managers, and super funds. Built from work with global FS clients, designed for teams that need governance, brand control, and volume in the same workflow.
Use it to move from one-off agency briefs to a repeatable operating model that produces compliant, on-brand video across comms, distribution, learning, and customer experience.
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What the playbook covers
Six use cases where financial services teams are getting the most from video, with the operating model behind each one.
Investor & Market Communications
Replace 40-page PDFs with short video updates investors actually watch. Quarterly results, fund commentary, and market reactions, all on-brand and compliant.
Compliance & Regulatory Training
Roll out standardized training across branches and regions, with a clear audit trail and version control for every approved module.
Product Explainers
Turn complex products like super, insurance, and investment options into clear, jargon-free videos that help customers understand what they are buying.
Advisor & Distribution Enablement
Equip front-line teams and external advisors with on-brand video pitches, technical updates, and proposal walk-throughs they can share with clients.
Customer Onboarding & Service
Walk new customers through account setup, app features, and product details. Reduces call center volume and speeds up time-to-value.
Internal Leadership Comms
Keep employees aligned with regular video updates from the CEO, CFO, and leadership team. More personal than email, easier to digest than a town hall recording.
See how it lands in your industry on the video production for financial services page.
What's inside the PDF
Less theory, more reference material. The playbook gives your team a working blueprint you can adapt, not a deck of generic statistics.
- A reference operating model for running video at scale across the business
- Governance and approval workflows that satisfy compliance and brand teams
- Tooling, kit, and role recommendations for in-house and hybrid teams
- Cost benchmarks vs. traditional agency production
- Templates for measuring impact across comms, distribution, and learning
Who it is for
Built for FS teams that need video at volume
Ready to operationalize video in FS?
Download the playbook and see how leading banks, insurers, and super funds are producing on-brand video at scale.
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