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TikTok Video for Wealth Management

Professional video production services

TikTok content leveraging trends for viral potential. — tailored for wealth management professionals.

Discover the Studio
Our Process

Three steps to your perfect video

01

Trend Research & Planning

Platform analysis, trending formats, content calendar, and batch filming strategy for maximum efficiency.

Technical details
TikTok/Reels trend monitoring, hashtag research, content calendar in Notion, batch shoot planning.
02

Batch Filming Session

Efficient multi-format capture — vertical, square, and landscape in a single shoot for weeks of content.

Technical details
Multi-orientation rigs, ring lights, teleprompter for hooks, 4-8 setups per session.
03

Quick-Turn Editing & Scheduling

Fast editing with native captions, trending audio, and scheduled publishing across all platforms.

Technical details
CapCut/Premiere for short-form, burned-in captions, platform-native scheduling, monthly analytics report.

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 TikTok 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, TikTok 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 TikTok Video Process

Social Media Video Process

1. Content Planning: Platform analysis, trend research, content calendar, and format selection (Reels, Shorts, Stories, feed).

2. Capture: Batch filming sessions optimized for multiple platforms — vertical, square, and landscape in a single shoot.

3. Edit & Optimize: Quick-turn editing with native captions, hooks in first 3 seconds, trending audio integration, and CTA placement.

4. Publish & Analyze: Scheduled publishing, hashtag strategy, engagement monitoring, and monthly performance reports.

What Makes TikTok Video Unique

TikTok video production creates content built for the platform's unique culture — raw authenticity, trend participation, duet/stitch bait, and hook-driven storytelling. We monitor TikTok trends daily (sounds, effects, formats, challenges) and produce content that rides current waves while staying true to your brand voice. Videos run 15-60 seconds with the critical hook in the first 0.5-1 second (TikTok's swipe speed is faster than any other platform). We produce 10-15 TikToks per batch, delivered with sound selections, caption text, and posting strategy. Turnaround is 4-5 business days. This service includes trend scouting reports so you understand why each piece was made the way it was.

What You Receive

You receive: batch of platform-ready videos (typically 8-20 per session), caption/subtitle files, thumbnail set, content calendar, and analytics report.

Technical Specifications

Formats: 9:16 (Reels/Shorts/TikTok), 1:1 (Feed), 16:9 (YouTube) | Resolution: 1080×1920, 1080×1080, 1920×1080 | Duration: 15s, 30s, 60s, 90s | Captions: Burned-in + SRT

Getting Started with TikTok Video for Wealth Management

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

FAQ

Frequently Asked Questions