i.
Advisor profiles
Cinematic on-camera interviews with financial advisors and partners — the most useful single asset for a personal-brand or relationship-led practice.
Finance video, built for trust.
Finance video should build trust without overpromising. WERZ produces advisor profiles, firm overview videos, educational clips, recruiting content, founder stories, and website assets for financial services and fintech teams.
California-wideCompliance-awareAdvisor-fluentFinTech experienceBuilt-in review cycles
Quick answer
How much does finance industry video cost?
Finance video production costs $10,000 to $50,000. Investor updates and advisor profile films run $10,000–$18,000 with single-day capture. Compliance-aware brand campaigns with multi-region coverage, talking-head executives, and motion graphics scale to $30,000–$50,000.
Updated 2 min read
Finance video has a unique constraint: it must build trust without saying anything the compliance team will later regret. WERZ focuses on firm story, process, education, team experience, and client-fit language while building review steps into scripting, interview selection, editing, captions, and final approvals.
Advisor profiles, firm overview videos, service explainers, recruiting videos, and short educational clips are useful for websites, follow-up sequences, and high-trust sales situations. For fintech we combine product storytelling, founder interviews, screen capture, and brand footage for launches and sales support.
What we can produce
Finance video, from advisor to fintech.
ii.
Firm overview videos
Brand-grade videos that explain process, values, and team — built for homepage placement and high-trust prospecting.
iii.
Educational videos
Short educational clips that explain process, planning concepts, or service models — used in follow-up sequences, social, and embedded in websites.
iv.
Recruiting videos
Day-in-the-life cuts and culture films for advisor recruiting, RIA hiring, and fintech engineering hiring. Vertical and horizontal cuts from one shoot.
v.
Website assets
Hero loops, explainer cuts, and team page videos sized for desktop, mobile, and embedded autoplay placements.
vi.
Social cutdowns
15s, 30s, 60s social-ready cuts with captions for LinkedIn (the dominant finance channel) plus YouTube and Meta where appropriate.
“Every single person I've shown it to says, 'I understand what it is.' That's a successful video.”
Rick Devine
Founder & CEO, TalentSky
Process
Strategy, production, and review built-in.
i.
Strategy and scope
We define the audience, offer, channels, shoot needs, and final deliverables before production starts.
ii.
Production planning
Locations, interview questions, shot lists, crew, permits, gear, and schedule are prepared around the finished asset plan.
iii.
Shoot and post
WERZ handles filming, editing, color, sound, motion support, captions, and exports for web, sales, paid, and social use.
Useful for
Verticals we make finance video for.
Wealth management & RIAs
Advisor profiles, firm overview videos, and education content for relationship-led practices and high-net-worth client acquisition.
FinTech & B2B finance
Product storytelling, founder interviews, screen capture, and brand footage for fintech launches and enterprise sales support.
Professional services & legal
Trust-led films for accounting firms, fractional CFO services, and finance-adjacent professional services teams that need polish without losing local credibility.
FAQ
Common questions.
Can finance video avoid compliance risk?
Yes. We can focus on firm story, process, education, team experience, and client-fit language while building in review steps for compliance.
What videos work for financial advisors?
Advisor profiles, firm overview videos, service explainers, recruiting videos, and short educational clips are useful for websites and follow-up sequences.
Can you produce content for fintech companies?
Yes. We can combine product storytelling, founder interviews, screen capture, and brand footage for fintech launches and sales support.
What does finance video typically cost?
Finance video typically ranges $4,000-$25,000+ depending on scripting, interviews, locations, approval cycles, and final versions. Most advisor profile shoots land between $5K-$12K with multiple cuts included.
Get started
Ready to build the trust?
Tell us the firm, audience, and review constraints. We will scope a production with compliance review built in from day one.
Scope a projectHave one specific question? Email hello@werz.ai