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Portfolio Video for Wealth Management

Professional video production services

Creative portfolio videos for artists and agencies. — tailored for wealth management professionals.

Discover the Studio
Our Process

Three steps to your perfect video

01

Event Walkthrough & Shot List

Venue recce, shot list aligned with event schedule, equipment and crew planning, and logistics coordination.

Technical details
Venue walkthrough with floor plan markup, timeline-based shot list, backup equipment planning.
02

Live Coverage

Multi-camera setup for key moments — speeches, performances, reactions, interviews, and atmospheric b-roll.

Technical details
2-4 cameras, wireless audio, LED on-camera lights, gimbal for b-roll, same-day teaser editing station.
03

Recap & Distribution

Same-day teaser option, full recap within 5-10 days, social media cuts, and archive-quality master.

Technical details
Same-day 60s teaser, full recap in ProRes + H.265, social cuts in 9:16/1:1/16:9, LTO tape archive.

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 Portfolio 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, Portfolio 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 Portfolio Video Process

Event Video Process

1. Pre-Event Planning: Venue walkthrough, shot list based on event schedule, equipment planning, and logistics coordination.

2. Day-Of Coverage: Multi-camera setup, key moments capture (speeches, performances, reactions), interviews, and atmospheric b-roll.

3. Quick Turnaround: Same-day teaser delivery option, full recap within 5-10 business days with professional editing and music.

4. Distribution: Multiple format delivery for social sharing, website embedding, and archive quality preservation.

What Makes Portfolio Video Unique

Portfolio video tells the story behind your work — who you are, how you approach projects, and what clients can expect when working with you. Unlike a showreel (which is a montage of clips), a portfolio video is a 2-4 minute narrative film featuring your voiceover or on-camera presence, project case studies with before/after context, client testimonials, and your creative philosophy. We produce this as a once-per-year flagship piece that anchors your website's about page and opens sales conversations. Shooting takes 1 day (your studio or a curated location), and delivery takes 2-3 weeks. Deliverables include the full video, a 30-second social cut, and a thumbnail still for web embedding.

What You Receive

You receive: same-day teaser (optional), full recap video, highlight reel, individual speeches/performances, social media cuts, and full raw footage archive.

Technical Specifications

Coverage: 2-4 cameras, wireless audio, drone (if permitted) | Delivery: 24-48h teaser, 5-10 days full edit | Live streaming: Available via RTMP/SRT | Archive: ProRes master + LTO tape backup

Getting Started with Portfolio Video for Wealth Management

Ready to elevate your Wealth Management brand with professional portfolio 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 portfolio video needs for wealth management. Free consultation and custom quote — no commitment required.

FAQ

Frequently Asked Questions

Portfolio Video for Wealth Management | O'Yelen Studio