Video in Financial Services | Vidyard

January 31, 2019

Financial service industries are up towards a generational cliff. As an entire, monetary service organizations and youthful generations wrestle to narrate to one another. This is particularly problematic as a result of the entire business is predicated on belief and relationships.

Video has emerged as a key resolution to assist with this. Why? We are naturally drawn to video content material reasonably than massive blocks of textual content. Video permits monetary companies to construct extra clear relationships and clarify complicated monetary merchandise merely.

Even although video has confirmed to be a good way to attach monetary companies with as we speak’s altering patrons, greater than 90% of monetary service organizations nonetheless don’t have any video content material.

To encourage you, and present that video does have a spot inside the monetary service sector, we’ve rounded up 6 prime organizations utilizing video. Not solely are they utilizing video content material, however additionally they use it in a number of alternative ways to have interaction and embrace their new patrons.

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Homepage Videos

Organization: LeaderOne Financial

LeaderOne Financial is devoted to facilitating the dream of homeownership by offering World Class Service. When potential new clients hit their homepage they’re greeted with a wealth of information at their fingertips (together with a video part).

Not solely are the movies informative and simply digestible methods to reply potential clients key questions, LeaderOne instantly engages their viewers on their homepage— the realm the place most clients will search for details about the model and its merchandise.

Live Streaming

Organization: Saxo Bank

Saxo Bank is doing one thing totally different with video by reside streaming technical evaluation of the day. Saxo’s Morning Call is the important thing level of each day contact between their consultants and the broader public.

They supply real-time entry to their chief economist and technique staff as a part of a larger effort in the direction of elevated transparency, flexibility, and management in the sector of on-line investing.

Their viewers can be part of them reside each day (for a fast 10-20 min each day broadcast) or catch the on-demand model later. It’s a good way to create a way of urgency which will increase engagement with their viewers.

Video Library

Organization: Bank of America

Bank of America might simply fall into a number of classes in this publish. They create some excellent video testimonials and interviews for his or her viewers. In their new video sequence, Bank of America requested actual individuals in actual jobs how they’re dealing with monetary duty as a younger American so viewers can learn how their friends are navigating the world of labor in their very own phrases.

How they arrange their video content material is what makes them stand out. Their video library pulls collectively the entire movies in this sequence in one central location. This permits viewers to simply navigate between movies and will increase the time they spend on the Bank of America web site.


Organization: HSBC Canada

HSBC Canada has began utilizing Webinars to assist educate their viewers on the best way to take management of their money stream. They function prime consultants who share insights and instruments, to assist companies higher handle international change publicity and transactions.

Webinars are a good way to interrupt to leap begin your video content material as a result of you need to use them in a number of methods. Not solely are you able to host the reside occasion however as soon as it’s accomplished you may promote the on-demand recording, minimize it up and add items to a weblog publish, or flip the content material featured into an amazing infographic.

Customer Testimonials

Organization: Sunlife Financial

Sunlife Financial know that buyer testimonials are extraordinarily vital for any group. They assist construct belief and let potential patrons hear how individuals identical to them use your services or products.

In the primary of a sequence of movies, Sunlife requested actual purchasers to speak about how good monetary recommendation is making their lives brighter.

A buyer testimonial video places a face to the identify. It permits you to join an actual human to the story and convey the emotion by way of physique language, and dialogue. This helps you ship a richer expertise and hold your viewers engaged.

Extraordinary Brand Storytelling

Organization: WealthSimple

Wealthsimple was fast to leap on the video bandwagon. They knew that they might higher educate, join with, and spotlight what they do by way of video.

Their movies garner over 1 million views on common and are simply individuals discussing cash (and investing). Their model messaging “Investing for Humans” is amplified by utilizing video to deliver actual faces to the story.

They are an amazing instance of a company utilizing video throughout their enterprise from buyer testimonials:

To product explainers:

As purchaser expectations evolve, so do many firms and video is a good way to make the transition simpler. We hope these 6 organizations encourage you to search out methods to make use of video to teach, have interaction, and delight your viewers.

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Hannah Cameron

Hannah Cameron

Hannah was a Content Marketing Manager at Vidyard. When she isn’t planning killer content material or capturing enjoyable movies, you’ll discover her taking part in video video games, binging true crime podcasts, or planning her subsequent highway journey!

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