Customer testimonial filming for authentic trust-building. — tailored for wealth management professionals.
Discover the StudioCampaign objectives, audience targeting, competitive analysis, and creative concepts with A/B test variants.
Cinema-quality filming with casting, styling, and on-set client approval for performance optimization.
Platform-specific edits (6s, 15s, 30s, 60s), A/B variants, thumbnail set, and performance tracking setup.
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, Testimonial Video 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. Strategy & Creative: Campaign objectives, audience targeting, competitive analysis, and creative concept development with A/B test variants.
2. Pre-Production: Casting, location, storyboarding, and production schedule. Platform-specific planning (TV, YouTube, Meta, TikTok).
3. Production: High-end filming with cinema-grade equipment, multiple takes for performance optimization, and on-set client approval.
4. Post & Optimization: Editing, color grading, VFX, sound mix, multiple format exports, and performance tracking integration.
Testimonial video captures real customers or partners sharing their genuine experience with your product or service on camera. We conduct pre-interviews by phone to identify the strongest stories and talking points, then film 15-30 minute sit-down interviews using a two-camera setup with professional lighting and audio. The raw interview is edited into a 60-90 second story that follows a natural arc: the challenge they faced, how your solution helped, and the concrete results they achieved. We deliver 3-5 testimonials per shoot day, each with a full version and a 15-second pull-quote clip for ads. Subtitles are included in all deliverables.
You receive: hero video + cut-downs (6s, 15s, 30s, 60s), platform-specific formats, A/B test variants, thumbnail set, and campaign performance dashboard setup.
Formats: TV broadcast (ProRes), YouTube (H.264 4K), Meta (H.265 1080p), TikTok (9:16 H.264) | Audio: Broadcast mix + social mix | Tracking: UTM parameters, pixel integration
Ready to elevate your Wealth Management brand with professional testimonial 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 testimonial video needs for wealth management. Free consultation and custom quote — no commitment required.