Ads, video sales letters, product explainers and investor education for lending, trading, wealth and payments. Your compliance team writes it, I deliver it word for word, and it still sounds like a person instead of a disclosure document.
Financial marketing has a problem no other category has in the same way. The script is not yours to improvise around. Legal signs off on a specific sequence of sentences, and the person on camera has to deliver that sequence exactly, while still sounding like someone a stranger would trust with money.
Most teams solve it by removing the human. Motion graphics, screen recordings, a voice over a chart. It is safe, and it is also the reason so much finance creative is invisible. The regulated version of the message needs more trust to carry it, not less, and a real person on screen is the cheapest trust you can buy.
A boutique wealth advisory tested exactly this. Compliance-locked scripts, zero deviation allowed, nobody internally willing to present. One presenter-led ad with multiple hooks shot in a single session became the highest performing campaign they had ever run: 3x the conversion rate, click-through of 6.64% against 2.91%, and 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. BusinessLoans.com kept a single ad profitable for more than six months, which their team called the number one ad in company history.
The long explanation that has to be given by a person, because nobody reads it. Verified Investing and The Elevation Group both took a complete funnel out of a single shoot, with the same face from the first ad to the confirmation page.
The content people search for before they open an account. FXEmpire has 15+ broker reviews ranking at the top of YouTube. Simplify LLC built a 76-video library over three years, all with the same presenter, aimed at buyer-intent finance searches.
Account opening, platform walkthroughs, adviser training, compliance modules. The kind of video that is never finished, because the product and the rules keep moving. Structured modular so a single section can be recaptured without reshooting the set.
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
More finance work: Verified Investing, The Elevation Group and Simplify LLC, 76 videos across three years.
Lending, trading and brokerage, wealth and advisory, payments, accounting and finance software, and investor education.
Usually a marketing, growth or content lead with a real budget, a script or brief already written, and nobody on the team who wants to be the face.
If you measure marketing in pipeline, cost per acquisition or how long an ad stays profitable, this is a fit. If you measure it in production value and brand films, it is not, and I will say so on the call rather than after the invoice.
Yes, and that is the normal case here. I deliver a locked script word for word, no ad libs, no paraphrasing. A boutique wealth advisory hired me for exactly that, and the campaign became their highest performing one. If legal needs a change mid-project, we recapture the affected section rather than reshooting everything.
Yes. Subtitles, lower thirds, end cards and full-screen disclosure frames are all normal for this work. Tell us the wording your compliance team requires and where it has to appear, and it is built into the edit.
No. Several finance clients appear here unnamed. One of the strongest case studies on this site is a wealth advisory whose name is withheld. You decide what can be shown, and nothing goes public without your sign off.
No. Never. No AI duplication of my likeness or voice, no voice cloning, no training a model on my face. That is written into every engagement, which matters more in finance than anywhere else, because the face is the trust signal.
Well enough to present them accurately and ask the right questions. The finance work here covers lending, trading, brokerage reviews, wealth advisory and investor education. I read the product before filming so your team does not spend the shoot explaining it. If your product is one I would need more ramp up on, I will say so on the call.
Usually the one asset in the funnel doing the most work with the least trust attached to it. For paid teams that is a presenter-led ad tested against the current control. For lending and advisory it is often the video sales letter. We agree how it gets measured before filming.
Tell me what compliance will and will not allow. I will tell you what I would film first.