Financial Services
PEACE OF MIND ABOUT YOUR PIECE OF THE PIE
The world of finance and insurance can be perceived as complex but is a critical part of your consumers’ lives. We’re here to help them understand your services, benefits or even finance basics. We believe that people find peace of mind when they have the benefit of understanding.
The short answer
What makes a good financial services explainer video?
A good financial services explainer turns a product, fee or process into plain language so customers understand it, trust it and act.
Banks and financial companies use explainers for new accounts and products, customer onboarding, benefits and internal training.
Epipheo has made more than 6,000 videos since 2009 for over 3,000 brands, including US Bank and Fifth Third Bank.
Most financial services explainers from Epipheo are 2D animation or motion graphics, typically $10,000–$45,000, and compliance review should be planned into the schedule from day one.
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The Problem
Confusion
Though your customers may have money, there’s a good chance they’re not confident about what they should or shouldn’t be doing with it. So they resort to asking the internet things like “What is the difference between finance and accounting?”, “How does insurance work?”, or “How do I know if I’ll have enough money when I retire?”. These are all great questions, but they’re going to find hundreds of different, even conflicting answers out there, which leads to your customers feeling confused and unsure how to move forward.
Stress
We’re all aware that finances are high on the list of stressors. If people are worried that they or someone else might be mismanaging their most critical assets, those feelings can erode their sense of wellbeing and peace of mind. Everyone’s reaction to financial stress is different—while it might trigger one person to stay up all night reading articles about what’s new in insurance technology, another person may choose the “out of sight out of mind” route and hope it’ll resolve itself on its own. These examples are extreme, but most of your customers are facing financial stress because they’re unsure of what steps they should be taking to care for themselves and their loved ones. Bring peace of mind by informing your customers through video.
Distrust
In the last several years, banks certainly haven’t been exempt from being featured in headlines about corruption and fraud. Even if your company is be safe and secure, the general public might still be a bit wary to trust you. While most people aren’t going to resort to hiding their money under their mattress anymore, they’re likely to divide up the management of their assets among many different places in an effort keep control in their own hands.
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Video Garners Trust
People are more likely to trust someone, or in this case, a brand, who helps bring clarity to a confusing topic. Not only that, but videos can embody the personality of the brand. Elements like the voiceover, visual style, music, and sound design all come together to represent your brand to your customers.
Giving your audience an understanding of your brand and dispelling their confusion are great first steps towards building trust.
Video Reassures
Not only is video a concise way of explaining a confusing topic, it should also leave your audience with a simple, targeted and clear next step to take. Whether that’s watching another video, reading a newsletter or reaching out to an advisor, it allows your customer to move forward without worrying that they’re missing something and mismanaging their assets. This type of reassurance and peace of mind is invaluable.
As storytellers and creative collaborators we seek to find clarity and deliver that through the powerful medium of video. We’ve helped some of the largest financial companies in the world to tell their story and see results. Check out a few below.
Financial services explainer videos: what to know before you start
What these videos usually need to explain
- How a product, account or fee actually works, in plain language
- Why customers can trust you with their money
- What the customer needs to do next, step by step
- Required disclosures, handled without burying the message
Which video style fits
| Style | Typical range | Timeline | Good fit for financial services when… |
|---|---|---|---|
| 2D animation | $15K–$45K | 5–6 weeks | You want warm, relatable characters to make money topics less intimidating |
| Motion graphics | $10K–$35K | 5–6 weeks | You are explaining rates, numbers, charts or an app’s screens |
| Live action | $40K–$250K | 6–12 weeks | You want real employees or customers on camera to build trust |
Ranges are typical Epipheo project costs; your quote depends on length, style and complexity. See the full pricing guide.
How an Epipheo project works
- Discovery & content strategy. A kickoff call to learn who you are, what you do and why it matters to your audience.
- Video planning. A story arc and visual concept that fits your budget, delivered as “The Story Plan.”
- Pre-production. Script, a custom illustration style sample and storyboards, usually delivered as an animatic timed to a rough voiceover (“The Production Plan”).
- Production & post. Animation or filming, final voiceover, music and sound, then delivery.
Frequently asked questions
How much does a financial services explainer video cost?
Most Epipheo explainer projects cost $5,000 to $150,000+. Most financial services videos are 2D animation ($15K–$45K) or motion graphics ($10K–$35K).
How long does a financial services explainer video take to make?
Most take four to twelve weeks from kickoff to delivery, depending on style. A 2D or motion graphics video typically takes five to six weeks, 3D animation eight to ten weeks, and live action six to twelve weeks.
How do you handle compliance and legal review?
Tell us at kickoff who has to approve the video. Epipheo locks the script and storyboards in pre-production, before any animation starts, so your reviewers can check the words and visuals while changes are still quick and inexpensive.
What financial topics work best as explainer videos?
Anything customers find confusing or put off: new products and accounts, onboarding, fees and benefits, digital banking features, and internal training for employees.
