Whiteboard explainer animations for complex concepts. — tailored for wealth management professionals.
Discover the StudioWe translate your message into a visual script with keyframe illustrations, transition planning, and timing notes.
Custom graphics, icons, and character design in your brand style, then frame-by-frame animation with professional easing.
Custom sound effects, music selection, voiceover integration, and final render in all required formats.
Good to know
Every project includes a dedicated project manager and clear milestones with approval checkpoints.
All final deliverables are yours — full ownership and usage rights included with every project.
In the Wealth Management sector, professional video content has become essential for standing out in a competitive market. Whether you need promotional material, training content, or brand storytelling, Whiteboard Animation delivers measurable results that transform how wealth management professionals communicate with their audience.
Wealth management video production targets high-net-worth individuals (HNWIs) who expect discretion, sophistication, and substance in every brand touchpoint. The content must signal competence without revealing proprietary strategies or client information. Market outlook videos featuring the firm's chief investment officer discussing macro trends, asset allocation philosophy, and risk management approaches demonstrate intellectual capital. Client event documentation (exclusive seminars, wine tastings, art gallery previews) showcases the lifestyle ecosystem that differentiates wealth management from basic financial planning. The aesthetic must be premium — cinematic quality, understated color grading, and orchestral or jazz music cues that match the audience's cultural expectations. Distribution is deliberately exclusive: private client portals, invitation-only webinar platforms, and LinkedIn (targeted at the HNWI demographic). Budgets range from 3,000-8,000 euros for market commentary series to 15,000-50,000 euros for annual brand and event films.
Financial services face a dual challenge: complex products that need simplification, and a trust deficit that video can uniquely address. 83% of consumers prefer learning about financial products through video, yet compliance requirements make every word legally consequential.
From animated explainers for investment products to executive thought leadership for institutional trust, financial video must be simultaneously educational, compliant, and engaging. The regulatory environment (AMF, FCA, SEC) adds layers of review and approval.
A neobank created animated onboarding videos explaining their products. Customer activation rate improved 56%, support calls decreased 42%, and NPS score increased from 38 to 62 within 6 months of implementation.
Financial video builds trust at scale: advisor introduction videos increase meeting booking rates by 78%, product explainer videos reduce churn by 23%, and animated annual reports increase stakeholder engagement by 55%. Fintech brands with video-first strategies acquire customers at 40% lower CAC.
1. Script & Storyboard: We translate your message into a visual script with detailed storyboard frames showing keyframes, transitions, and timing.
2. Asset Design: Custom illustrations, icons, typography, and graphic elements are created in your brand style guide. Character design and rigging if needed.
3. Animation: Frame-by-frame animation in After Effects/Cinema 4D with professional easing, secondary motion, and attention to micro-interactions.
4. Sound & Final: Custom sound design, music selection/licensing, voiceover integration, and final render in all required formats.
Whiteboard animation simulates a hand drawing illustrations on a white surface in real time, making complex topics feel approachable and easy to follow. We script, illustrate, and animate the entire sequence using VideoScribe and After Effects, with a custom hand asset matched to your brand's style. This format excels for internal training, investor pitches, and educational content where step-by-step visual building aids comprehension. A 2-minute whiteboard video takes 7-10 business days. Deliverables include the final MP4 plus individual illustration frames as PNG files for use in print or presentations.
You receive: animated video in all formats, source project files (After Effects/C4D), individual asset library (AI/SVG), Lottie files for web integration, GIF versions for social, and style guide documentation for future animations.
Software: After Effects, Cinema 4D, Blender, Illustrator | Animation: 24/30/60 fps, Lottie/JSON export | 3D: Octane/Redshift rendering | Output: ProRes 4444 (alpha), H.265, WebM, GIF, Lottie
Ready to elevate your Wealth Management brand with professional whiteboard animation? Our team combines deep industry expertise with advanced production techniques to deliver content that drives real results. Contact us for a free consultation and custom quote — no commitment required.
Let's discuss your whiteboard animation needs for wealth management. Free consultation and custom quote — no commitment required.