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Onboarding Video for Financial Consulting

Professional video production services

Employee onboarding videos for smooth integration. — tailored for financial consulting 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 Financial Consulting Needs Onboarding Video

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, Onboarding Video delivers measurable results that transform how financial consulting professionals communicate with their audience.

Specific Challenges for Financial Consulting

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.

Video Challenges in Financial Consulting

Making Intangible Expertise Visible

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.

Success Stories & Case Studies

Strategy Consulting — LinkedIn Thought Leadership

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.

Key Benefits for Financial Consulting

Lead Generation & Thought Authority

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.

Our Onboarding 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 Onboarding Video Unique

Onboarding video welcomes new hires and walks them through everything they need on day one — company history, organizational structure, tools and systems access, HR policies, and key contacts. We produce a series of short modules (2-5 minutes each) that new employees watch at their own pace, reducing the load on HR and managers. The tone is warm and practical, featuring real team members rather than actors. We shoot in a single day and deliver 4-8 modules within 3 weeks. Content is designed for easy annual updates — we structure the edit so that policy changes can be swapped without re-shooting the entire series.

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 Onboarding Video for Financial Consulting

Ready to elevate your Financial Consulting brand with professional onboarding 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 onboarding video needs for financial consulting. Free consultation and custom quote — no commitment required.

FAQ

Frequently Asked Questions

Onboarding Video for Financial Consulting | O'Yelen Studio