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Institutional Video for Wealth Management

Professional video production services

Institutional films for government and public sector. — tailored for wealth management professionals.

Discover the Studio
Our Process

Three steps to your perfect video

01

Strategy & Brand Alignment

We align with your communications team on objectives, key messages, brand guidelines, and stakeholder approval process.

Technical details
Brand audit, key message mapping, interview question preparation, and visual treatment document.
02

On-Location Filming

Discreet filming in your offices with minimal disruption — professional interviews, team moments, and facility b-roll.

Technical details
Compact cinema setup, LED panel lighting, wireless lavalier mics, teleprompter option for executive interviews.
03

Brand-Compliant Delivery

Editing with brand-compliant graphics, multi-language subtitles, and platform-specific format optimization.

Technical details
Graphics in brand colors/fonts, SRT/VTT subtitles, LinkedIn/YouTube/intranet format exports.

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.

Why Wealth Management Needs Institutional Video

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, Institutional Video delivers measurable results that transform how wealth management professionals communicate with their audience.

Specific Challenges for Wealth Management

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.

Video Challenges in Wealth Management

Making Finance Accessible and Trustworthy

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.

Success Stories & Case Studies

Digital Bank Onboarding

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.

Key Benefits for Wealth Management

Trust Building & Client Acquisition

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.

Our Institutional Video Process

Corporate Video Process

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.

What Makes Institutional Video Unique

Institutional video serves public organizations, government bodies, universities, and NGOs — telling a mission-driven story rather than selling a product. The tone is authoritative yet accessible, often featuring stakeholders, beneficiaries, and data visualizations to establish credibility. We follow strict editorial guidelines (public sector communication standards, accessibility compliance including audio description and sign language insets where required). Projects run 3-6 minutes and take 3-4 weeks from kickoff to delivery. Unlike corporate video which targets commercial audiences, institutional video is built for public trust and transparency reporting.

What You Receive

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.

Technical Specifications

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

Getting Started with Institutional Video for Wealth Management

Ready to elevate your Wealth Management brand with professional institutional 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.

Ready to bring your vision to life?

Let's discuss your institutional video needs for wealth management. Free consultation and custom quote — no commitment required.

FAQ

Frequently Asked Questions

Institutional Video for Wealth Management | O'Yelen Studio