Locked scripts, delivered word for word, by someone a stranger would trust with money. Ads, video sales letters and investor education for lending, trading, wealth and payments.
Compliance signed off on specific sentences in a specific order. Most presenters improvise. That is the entire reason your last shoot needed three takes and a second review.
Your advisers are regulated, busy, and not paid to be on camera. The one person who would do it is the one you least want representing the firm.
Charts, screen recordings, a voice over a graph. It clears legal in a day and it converts like a disclosure document, because that is what it is.
Finance is the category where trust does the selling, and it is the category most likely to have removed the only thing that builds it.
The script is not yours to improvise around. Legal signs off on a sequence of sentences, and whoever is on camera has to deliver that sequence exactly, while still sounding like a person rather than a disclosure document.
So most teams remove the person. Motion graphics, screen recordings, a voice over a chart. It is safe, and it is the reason so much finance creative is invisible. The regulated version of a message needs more trust to carry it, not less.
A boutique wealth advisory tested that directly. Locked scripts, zero deviation, nobody internally willing to present. One presenter-led ad with several hooks from a single session became the best campaign they had run: 3x the conversion rate, click-through of 6.64% against 2.91%, cost per acquisition down from $81.93 to $43.53.
One shoot, many testable hooks, every variation compliance-safe. Built to run against your current control rather than to win an award.
The long explanation that has to be said by a person, because nobody reads it. Same face from the first ad to the confirmation page.
What people search before they open an account. Built as a repeatable format, not as one-off videos.
Account opening, platform walkthroughs, adviser training, compliance modules. Never finished, because the product and the rules keep moving.
Every figure below is taken from that client's own case study page.
Compliance-locked scripts, zero deviation allowed, nobody internally willing to present. Name withheld under NDA.
"This is the highest-performing campaign we've ever run, and the quality of leads fits our ICP perfectly."
Marketing Director, name withheld under NDA
Lending ads that had to keep working long after launch, in a category where creative usually burns out inside a month.
"Eric's videos have been our most successful for both sales and longevity."
Jill Vonier, Social Media Advertising Manager, BusinessLoans.com
Broker reviews and trading education, published as a repeatable format rather than one-off videos.
"Eric felt completely organic in our content. Viewers trust him, and so do we."
Aviva Gurevich, Content Manager, FXEmpire
The bottleneck in finance video is never the shoot. It is the approval before it and the approval after it.
You send the script your compliance team has already signed off. No rewriting, no creative liberties, no surprises at review.
We agree what has to appear on screen and where: risk warnings, disclaimers, licence numbers, the end card.
Every approved variation captured in one session, so testing does not need a second legal review.
Edited, captioned, disclosures in place. Three days for a standard video, or you pay nothing for it.
When a rule or a rate changes, we recapture the affected section. The rest of the library stays live.
On every standard video. After that, revisions until it is right. On ads there is a second guarantee: beat your best ad or the re-shoot is free.
Not a fit if the plan is animation, stock footage or an AI presenter. Real face or nothing, which is the point.
Yes, that is the normal case here. Word for word, no ad libs. If legal changes something mid-project, we recapture that section rather than reshooting.
Yes. Subtitles, lower thirds, end cards and full-screen disclosure frames are all routine. Tell us the wording and where it has to appear.
No. One of the strongest case studies on this site is a wealth advisory whose name is withheld. Nothing goes public without your sign off.
No. No AI duplication of my likeness or voice, no voice cloning, no training a model on my face. It is written into every engagement.
Well enough to present them accurately and ask the right questions. The work here covers lending, trading, brokerage reviews, wealth advisory and investor education.
Whichever asset is doing the most work with the least trust attached to it. For paid teams that is an ad against your control. For lending and advisory it is usually the VSL.
The same approach, with the proof that fits: Edtech, Security training, Martech and Workplace software.
Tell me what compliance will and will not allow. I will tell you what I would film first.