AI Video for Financial Services Firms

AI video for financial services firms, built around how your customers actually choose. For banks, NBFCs, insurers, wealth managers, investment advisers, and fintech companies.

  • Google Search
  • Meta ads
  • YouTube
  • LinkedIn

What is AI video for financial services firms?

AI video for financial services firms means using AI tools, guided by human scriptwriters and editors, to produce explainer, social, and ad videos faster and in more languages. We shape it around how buyers choose a financial services firm and the rules in your sector, and report on outcomes such as completed applications, plus cost per funded account or policy.

How customers choose financial services firms

People compare financial products carefully: they search rates and eligibility, read explainers and reviews, use calculators, and check whether a provider is regulated. Trust and clarity decide the application, and every claim is regulated.

AI video explains products such as loans, insurance, and investments in plain language, with every claim reviewed.

Signs your financial services firm needs better AI video

  • Ads are rejected for missing financial verification or disclosures.
  • Application journeys lose people at each step.
  • Compliance reviews slow every campaign.
  • Content is too technical for customers.
  • Lead quality from aggregators is mixed.

How we approach AI video for financial services firms

We focus on the channels where your customers already spend time and make decisions:

  • Google Search
  • Meta ads
  • YouTube
  • LinkedIn
  • Comparison sites

What we measure

  • Completed applications
  • Cost per funded account or policy
  • Application drop-off by step
  • Qualified leads
  • Brand search volume

How it works, step by step

  1. 01

    Brief and script

    We agree the goal, audience, and message, then write a script that you approve before production.

  2. 02

    Visual direction

    We choose the style, using your footage and photos, AI-generated scenes, avatars, or motion graphics, and keep it on brand.

  3. 03

    Produce with AI and human editing

    We generate and edit the video, with human review for accuracy, brand fit, and quality.

  4. 04

    Versions and languages

    We create formats for each platform and language versions with voiceover or subtitles as needed.

  5. 05

    Review and deliver

    You review each video and request changes before final delivery, with usage rights explained.

Typical timeline: Short videos are usually delivered within one to two weeks of script approval; series and multilingual projects are scheduled in batches.

What is included

  • Scriptwriting
  • AI-generated scenes and avatars
  • Editing of your own footage
  • Voiceover and subtitles
  • Multilingual versions
  • Formats for every platform
  • Ad variations for testing
  • Human quality review

See our full AI video generation page for pricing models and our complete process.

Advertising and privacy rules for financial services firms

India
SEBI, IRDAI, and RBI set advertising rules for investments, insurance, and lending respectively, including mandatory disclaimers, and Google requires financial services verification to advertise.
UK
Financial promotions must be communicated or approved by an FCA-authorised firm and be fair, clear, and not misleading.
USA
The SEC Marketing Rule governs investment adviser advertising, and FINRA Rule 2210 governs broker-dealer communications.

This is a summary to help you plan, not legal advice. Rules change, so we confirm current requirements with you and your advisers before campaigns go live.

What affects the cost of AI video generation for financial services firms?

Every quote is based on your goals and scope. The main factors are:

  • Number and length of videos
  • Style, such as avatar, animation, or edited footage
  • Number of languages and versions
  • Use of your own footage or shoots
  • Turnaround time

Frequently asked questions

Can financial firms run Google and Meta ads?

Yes, after completing platform verification where required (for example, Google's financial services verification in India and the UK) and following local advertising rules.

How do you handle compliance reviews?

We build your compliance team's review into the workflow, so nothing is published without approval.

How do you improve application completion?

By measuring each step of the application, simplifying forms, and testing changes that reduce drop-off.

How much does AI video generation for financial services firms cost?

It depends on number and length of videos, style, such as avatar, animation, or edited footage, number of languages and versions. We share a written quote after a short discovery call, so you know the cost before work starts.

How long does AI video generation take to show results?

Short videos are usually delivered within one to two weeks of script approval; series and multilingual projects are scheduled in batches.

Do you work with financial services firms outside India?

Yes. Our team works from India and serves clients in India, the UAE, Qatar, the United States, the United Kingdom, and Canada, following the advertising and privacy rules of each market.

More services for financial services firms

Ready to grow your financial services firm?

Tell us where you want to grow. We will come back with a plan, not a pitch.