in this article
- Why the financial sector has its own challenges
- The shift in tone in bank corporate videos
- Video types for banks, fintechs and financial companies
- 9 video examples in the financial sector
- Compliance and legal approval: what changes in production
- Tone: how to convey security without sounding distant
- Formats and length by channel
- Common mistakes in videos for financial companies
- How much a video for a financial company costs
- Frequently Asked Questions
- Trust is shown with people and clarity
A video for a bank, fintech or financial company works when it explains a product nobody can see and conveys security without sounding distant. The best examples in the sector use real people, animation for what is abstract, and a script approved by compliance before filming.
In this guide, you'll see why the financial sector has its own challenges, how the tone of institutional banking has changed, what types of videos to use, and real-world examples from cooperatives, M&A advisory firms, insurance companies, fintech companies, and financial education. Finally, you'll find compliance considerations, formats, common mistakes, costs, and frequently asked questions.
Quick summary:
- Trust is the main product, and the video shows who stands behind the service.
- Fees, funds, credit and payment APIs don't appear on camera: motion graphics solve it.
- The script goes through compliance and legal before filming, not just at the final cut.
- The tone has changed: less marble and slow-motion suits, more people speaking clearly.
- One testimonial shoot day well planned, it yields the corporate video, cuts for LinkedIn and material for the sales team.
Why the financial sector has its own challenges
Banks, credit unions, asset managers, insurance brokers and fintechs sell similar things: a promise to take care of someone's money. The customer doesn't hold the product in their hands and only finds out whether they chose well over time.
These are the challenges the video has to solve at the same time.
| Challenge | In practice | What the video does |
|---|---|---|
| Trust | the customer hands over money, data and long-term decisions | shows the people, the story and who is already a customer |
| Invisible product | fees, yield, insurance, credit and system integration have no physical form | turns the flow into animation, screens and concrete examples |
| Regulation and compliance | return promises, numbers and disclaimers follow industry rules | goes into the script from the start, with approval at each stage |
| Technical and lay audiences | the same product speaks to the CFO and to the individual | different versions of the same material for each audience |
The shift in tone in bank corporate videos
A decade ago, bank videos followed a formula: executives in suits walking in slow motion through marble corridors, a solemn soundtrack and a deep voiceover. The idea was to project power.
The arrival of fintechs changed the audience's reference point. Conveying security no longer depended on an unreachable posture, and the sector's corporate videos began to seek closeness.
What changed in the imagery
Cold light and restricted settings, like vaults and boardrooms, gave way to natural light, open offices and people at work. The institution wants to show it understands the day-to-day of those it serves.
Executives have also come out from behind the desk. They film standing up, walk around the headquarters and speak to the camera in ordinary work clothes. Directing leaders in this format takes technique, and we explain the method in How to manage executives on video.
What changed in the text and voice
Convoluted texts have given way to informative scripts. Financial communication remains technical, but it reads like a conversation between professionals rather than an official notice.
The stiff, radio-style voiceover has lost ground to more natural voices that sound like someone explaining rather than announcing.
Two public films from major brands
Itaú published in December 2023, on its official channel, the film Welcome to the next 100 years., one minute long. The video description talks about an essence that doesn't change and signs off with “Feito de futuro” (“made of the future”): a century-old bank handling tradition and future in the same phrase.
The Nubank Manifesto, published in August 2024 on the Building Nubank channel, runs about a minute and a half. According to the description, the film speaks to people who want to work at the company, cites the brand's 100 million customers and leads to the careers page.
Both are short films with one central idea and a defined audience: the general market or future employees.
Video types for banks, fintechs and financial companies
| Type | Why? | Common format | Typical duration |
|---|---|---|---|
| Corporate | present the company to customers, partners and investors | filming with testimonials or a manifesto | 1 to 3 min |
| Product explanation | show how an account, a loan, an insurance policy or an API works | motion graphics, app screens | 1 to 2 min |
| Financial education | teach concepts and build trust before the sale | short series, video lessons, cuts for social media | 2 to 10 min per episode |
| Case study and testimonial | prove results with the customer's voice | interview with supporting footage | 2 to 5 min, plus cuts |
| Customer onboarding | teach first use and reduce support calls | screen recording or animated tutorial | 30 s to 2 min per task |
| Internal communication | results, changes, code of conduct, onboarding | leadership address, animation, video podcast | 2 to 5 min |
| Events | opening, booth, screen, coverage | looping animation, teaser, aftermovie | 30 s to 3 min |
| Employer brand | attract professionals | manifesto, team testimonials | 1 to 2 min |
For technical products, animation does the heavy lifting. See how to turn numbers into images in motion graphics for complex data and compare the styles in types of animation for corporate video.
9 video examples in the financial sector
All were produced by Silvertake for companies in finance, insurance or education linked to the market.
1. Sicoob Credicom: animated corporate video for events
Motion graphics · 1:05 · view case study
Sicoob Credicom is a financial cooperative in the healthcare sector. The cooperative wanted to tell its story, values and benefits to its members and show what sets it apart from a traditional bank.
The video would be shown at events and on displays, so the script was designed to loop. The language followed the cooperative's earlier productions to keep the brand consistent.
What to take advantage of: an event video has to work without sound and without a defined start, because no one stops in front of the screen at second zero.
2. Via Capital: 10 years told by the team
Corporate video with testimonials · 2:34 · view case study
Via Capital, from the financial market, celebrated 10 years with a corporate video built from testimonials of directors and staff from different areas. The script ties the company's trajectory to its values.
What to take advantage of: a company anniversary is a good excuse for a corporate video. Hearing from several areas keeps the video from sounding like a board speech.
3. Imeri Capital: manifesto with stock footage
Manifesto · 0:47 · view case study
Imeri Capital, an M&A advisory firm, received a manifesto that translates its mission, vision and values into images. All the footage came from stock libraries, and the personality came from curation, editing and the soundtrack.
What to take advantage of: a manifesto doesn't require filming. With strong text and good curation, you can have a brand film on a smaller budget. Read What is a manifesto video?.
4. Imeri Capital: CEOs recounting M&A processes
Series of testimonies · 5:01 · view case study
For the same company, there were 16 key testimonials from CEOs of large Brazilian companies, recorded in Belo Horizonte and São Paulo. Each interview recounts an M&A process from the client's perspective.
The testimonials yielded dozens of cuts with subtitles in Portuguese and English, adding up to more than 130 videos published on YouTube, LinkedIn and the website.
What to take advantage of: in high-value financial services, the customer is the best proof. See the step-by-step in customer testimonial video.
5. Marsh: 70 years in Brazil, a manifesto
Manifesto · 1:47 · view case study
Marsh, an insurance brokerage and risk management firm, needed to mark 70 years in Brazil without falling into stiff corporate material. The video uses stock footage, manifesto text, voiceover and sound design.
The piece had two audiences: building internal pride and conveying confidence to the market.
What to take advantage of: a long legacy calls for rhythm, and fast editing keeps 70 years from turning into a tiring timeline.
6. XP Educação: one-year corporate video with students and staff
Manifesto with testimonials · 3:20 · view case study
XP Educação is the educational arm of XP Inc. For its first anniversary, the video mixed manifesto text with testimonials from students and employees.
The piece was released in versions for YouTube, Reels, Stories and TikTok, including an internal version.
What to take advantage of: the same shoot serves internal communication and marketing when the versions are planned before editing.
7. XP Educação: course presentation with coordinators
Vertical presentation video · 1:41 · view case study
Five postgraduate coordinators presented their courses and curricula, including the Data Science for the Financial Market course. There were 28 videos for YouTube, Reels and LinkedIn, with script and production plan set in under a week.
What to take advantage of: financial education and market courses sell on the credibility of whoever teaches, and the instructor on screen does that better than static artwork.
8. Cora: video lessons recorded in one shoot day
Platform video lessons · 0:25 · view case study
Cora, a fintech offering accounts for businesses, commissioned 12 video lessons for its online platform. The set was built in the Belo Horizonte studio, and the graphic package followed the brand's program identity.
The 12 lessons were recorded in a single shoot day and delivered two weeks ahead of schedule.
What to take advantage of: educational content is one of the most-used ways fintechs win trust before the sale. With sets and scripts ready, the volume fits into a few shoot days.
9. Núclea Academy: 50 video lessons in 2 shoot days
Online course · 0:36 · view case study
Núclea, formerly CIP (Interbank Payments Chamber), hired the consultancy Troposlab to create educational content, and Silvertake produced the 50 video lessons for Núclea Academy. The course covers innovation and entrepreneurship.
There were 2 shoot days, with the set and graphic package in Núclea's identity.
What to take advantage of: financial infrastructure also trains people, and a video course takes that knowledge inside and outside the company.
Compliance and legal approval: what changes in production
In the financial sector, video is promotional material and follows the rules of the product it presents. That's why approval happens at the script stage, before the camera rolls.
For example: the CVM Resolution No. 175, of 2022, on investment funds, requires two prominent disclaimers in article 59 when the material shows past returns. One says past returns do not guarantee future results; the other says the fund carries no guarantee from the administrator, the manager, insurance or the FGC.
Each product has its own rules, and compliance is who knows them. The production company organizes the process so they come in early.
Compliance checklist for financial video
- Compliance and legal approve the script, not just the final cut.
- Numbers, rates and dates on screen come from an internal source with a reference date.
- Mandatory disclaimers go into the script with set reading time and font size.
- No “guaranteed,” “risk-free” or return promises without validation.
- App screens with fictitious data, never real customers' data.
- Written image-use authorization from each person who appears, including employees.
- Customer testimonials follow the same rules as any promotional piece.
- Music and stock footage with a license covering the channels and the period of use.
- Cuts for social media and ads also go through approval, because an excerpt taken out of context can lose a disclaimer.
Customer data is protected by the General Data Protection Law (Law No. 13,709/2018), and this applies to what appears on screen, to spreadsheets in the background and to documents on the desk. On image rights, see the Image rights checklist.
Who approves what
| Step | Who approves? | What to check |
|---|---|---|
| Briefing | marketing and product area | audience, goal, channels, products mentioned |
| Script | marketing, compliance and legal | promises, numbers, disclaimers, regulated terms |
| Storyboard or animatic | marketing and product | screens, flows, fictitious data |
| First cut | marketing | narrative, pacing, brand |
| Final cut and versions | marketing and compliance | lettering, disclaimers, subtitles, short cuts |
With many people approving, the risk is rework. A workflow with one owner per stage and comments on the video itself solves much of it; we explain in video approval workflow.
Tone: how to convey security without sounding distant
| Avoid | Prefer |
|---|---|
| board members reading corporate text | people from several areas answering questions |
| adjectives like “solid,” “leading,” “innovative” | facts: years in the market, clients served, what the company solves |
| product jargon without translation | a concrete example from the customer's everyday life |
| epic soundtrack and slow motion on everything | conversational rhythm and natural light |
| generic financial chart from a stock library | animation with the real product's numbers and screens |
With a B2B audience, such as CFOs and procurement managers, clarity matters more than emotion. With individuals, identification counts for more.
Formats and length by channel
| Channel | Format | Length |
|---|---|---|
| Website and product page | horizontal, with captions | 1 to 2 min |
| square or vertical, with captions | 30 s to 1 min 30 | |
| Instagram, TikTok and Shorts | vertical 9:16 | 15 to 60 seconds |
| App and help center | short screen tutorial | 30 s to 2 min per task |
| Events and agencies | horizontal or the screen format, looping | 30 sa 2 min |
| Course platform | video lesson with graphic package | 5 to 15 minutes per lesson |
Plan the versions before shooting: vertical framing, lettering that fits 9:16 and captions on every cut.
Common mistakes in videos for financial companies
Bringing the script to compliance only at the end. A phrase vetoed after filming turns into a reshoot or an edit patch. Approve the text first.
Explaining the product with a person talking to the camera. Credit structure, payment flow and portfolio composition are clear in animation. The person comes in to give a face and trust.
Using real data on screens. A customer's name or a real balance showing in the background is a privacy problem. Set up a demo environment with fictitious data.
Stuffing the video with adjectives. Every bank calls itself solid and innovative. A verifiable number or a customer case says more.
Forgetting the disclaimers in short cuts. The main video passed compliance, and the 15-second ad cut lost the mandatory disclaimer along the way.
Filming only for the external audience. A financial institution has many people to train and inform. The same shoot day can yield content for internal communication and onboarding.
How much a video for a financial company costs
The values below are market references for 2026, with taxes included. What changes the price most is the number of shoot days, locations and people filmed, the amount of animation and the number of versions.
| Type | Common range | Larger projects | Reference deadline |
|---|---|---|---|
| Corporate video with recording (1 video of 2 to 3 minutes, 1 day of recording) | R$ 8 thousand to R$ 20 thousand | multiple cities, many daily rates or versions: above R$ 35 thousand | 4 to 8 weeks |
| Video case study or testimonial (1 video of 2 to 4 minutes, 1 client, half to 1 day) | R$ 8 thousand to R$ 18 thousand | Another city, more locations or operational images: above R$ 25 thousand | 4 to 6 weeks |
| Case package (3 videos of 2 to 4 minutes each, in the same city, 2 to 3 days) | R$ 12 thousand to R$ 30 thousand | 5 or more videos, or clients in multiple cities: above R$ 35 thousand | 4 to 6 weeks |
| Explainer animation (1 video up to 2 min) | R$ 6 thousand to R$ 15 thousand | Longer videos, original illustrations, characters, or 3D: above R$ 20,000 | 3 to 5 weeks |
| Animation package (2 to 6 videos of 1 to 3 min) | R$ 10 thousand to R$ 35 thousand | 10 or more videos, or more than 30 minutes of animation in total: above R$ 60 thousand | according to schedule |
| Manifesto, VT or campaign (1 film of 30 seconds, 2 min) | R$ 6 thousand to R$ 25 thousand | A campaign featuring multiple films, cast, and locations: above R$ 50,000 | 6 to 10 weeks with cast |
| Social media package (10 to 30 videos of 15 s to 1 min, with 1 to 2 shoot days or cuts from footage already shot) | R$ 15 thousand to R$ 40 thousand | Continuous monthly production or multiple formats: above R$ 50 thousand | according to schedule |
| Online course (10 to 30 lessons of 10 to 30 minutes each, 1 to 4 per day) | R$ 15 thousand to R$ 60 thousand | Hundreds of lessons, more than 30 hours of content: above R$ 140 thousand | 2 to 4 months |
Common extras: voiceover from R$400 to R$1,300 per video up to 3 min, and a sign language window from R$800 per video up to 3 min. Approval rounds with compliance and legal go into the schedule, so align each area's dates before fixing the deadline.
More details by stage in How much will a video cost in 2026?.
Frequently Asked Questions
What kind of video should a fintech make first?
A short explainer on the main product, animated, for the website and social media. It answers the first question of anyone who arrives and can be reused in onboarding.
Can a bank use a customer testimonial in a video?
Yes, with written image authorization and with the question script and edit approved by compliance. Statements about returns or results follow the promotional rules of the product mentioned.
Animation or live-action to explain a financial product?
Animation for how the product works and filming for the people. The mixed format, with someone presenting and animated charts coming onto the screen, covers both sides.
How do you keep compliance from stalling the project?
Bring compliance into the briefing, send the script before the storyboard, and define who approves each stage and within how many days. A disclaimer found at the end costs far more than a meeting at the start.
Can you show the actual app in the video?
Yes, by screen-recording in a demo environment with fictitious data or by recreating the screens in animation. Recreating also makes it easier to update the video when the interface changes.
How long does a corporate video take for a financial company?
As a reference, 4 to 8 weeks for a filmed corporate video, including the time for internal approvals. Short animations take between 3 and 5 weeks.
Trust is shown with people and clarity
In the examples above, people carry the trust: the Via Capital team, the Imeri CEOs, the XP Educação coordinators. Animation explains what no one sees, as in Sicoob Credicom's corporate video, and compliance ensures everything shown can be said.
If your financial company needs a corporate video, a series of case studies or product explainers, Tell me what you need. and we'll put together the production plan with you.
Published on September 14, 2026 · updated on September 29, 2026
Samuel Silva is the co-founder and Creative Director of Silvertake Vídeo, a video production company in Belo Horizonte. He leads a team that combines creativity and technology, delivering over 7,000 videos for more than 100 companies. A graduate in Advertising from PUC Minas, Samuel specializes in marketing, creative automation, and audiovisual production.
