Annual recap videos celebrating achievements and milestones. — tailored for financial consulting professionals.
Discover the StudioWe align with your communications team on objectives, key messages, brand guidelines, and stakeholder approval process.
Discreet filming in your offices with minimal disruption — professional interviews, team moments, and facility b-roll.
Editing with brand-compliant graphics, multi-language subtitles, and platform-specific format optimization.
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 Financial Consulting sector, professional video content has become essential for standing out in a competitive market. Whether you need promotional material, training content, or brand storytelling, Year in Review Video delivers measurable results that transform how financial consulting professionals communicate with their audience.
Financial advisory firms navigate a tightly regulated environment where video content must balance authority with compliance. Animated explainers of tax optimization strategies, market outlook videos recorded quarterly by portfolio managers, and client success stories (with proper consent and disclaimers) build trust without making promises that regulators would flag. Educational series covering topics like estate planning, business valuation, or M&A processes position the firm as a long-term knowledge partner. These videos distribute through the firm's secure client portal, compliance-approved LinkedIn posts, financial advisor directories, and private wealth management events where potential clients expect sophisticated, credible content.
Consulting firms sell expertise — which is inherently intangible. Video thought leadership is the most effective way to demonstrate authority and build trust. 69% of B2B decision-makers prefer video to learn about a consulting firm's capabilities, yet the challenge is showcasing value without revealing proprietary methodologies.
Different consulting disciplines (strategy, HR, digital, financial) require different content approaches. Case study videos must demonstrate results while respecting client confidentiality. Partner profiles must convey gravitas without stiffness.
A strategy consulting firm launched a weekly video thought leadership series on LinkedIn. Inbound leads increased 230%, the firm's LinkedIn following grew from 5K to 85K, and the average sales cycle shortened from 6 to 3 months as prospects arrived pre-qualified through video content.
Consulting video delivers premium B2B results: thought leadership videos generate 5x more qualified leads than written content, case study videos shorten sales cycles by 50%, and partner introduction videos increase meeting booking rates by 78%. Consulting firms with consistent video presence are perceived as 45% more innovative by prospects.
1. Strategy & Brief: Alignment with communications team on objectives, target audience, brand guidelines, and key messages.
2. Script & Validation: Script writing with multi-stakeholder approval, interview question preparation, and visual treatment document.
3. Production: On-location filming in your offices/facilities with minimal disruption, professional interviews, and b-roll capture.
4. Post & Distribution: Editing with brand-compliant graphics, multi-format export, subtitle integration, and platform-specific optimization.
Year-end review video summarizes a team's or department's achievements, challenges, and learnings over the past year — serving as both a celebration and a strategic retrospective. Unlike annual report video (which targets external stakeholders), this format is internal-facing and emotionally driven: project montages, team milestones, behind-the-scenes moments, and growth metrics presented in a personal, engaging way. We produce 3-5 minute films using a mix of existing footage, new interviews, and animated data graphics. Turnaround is 2-3 weeks. This is typically commissioned in Q4 for January kickoff events or company-wide all-hands meetings.
You receive: final video in corporate brand-compliant format, social media cut-downs (30s, 60s, 90s), subtitled versions (EN/FR minimum), thumbnail, and raw interview footage for future use.
Delivery: MP4 H.265, ProRes 422 | Subtitles: Burned-in + SRT files | Platforms: LinkedIn, YouTube, internal CMS, Teams/Slack | Compliance: RGPD consent forms, image rights management
Ready to elevate your Financial Consulting brand with professional year in review video? 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 year in review video needs for financial consulting. Free consultation and custom quote — no commitment required.