| Explore 15 best explainer videos related to financial services advertising; shaping the financial world. This curated roundup spotlights fintech explainer videos, fintech animation and finance advertisements that turn complex concepts into clarity and results. Use it as a practical swipe file for finance videos, financial explainer video production, and both financial services video marketing and fintech video marketing to boost engagement, trust and conversions. |
Financial products are no longer sold across a desk—they’re explained, explored, and evaluated online. In this environment, financial services advertising has evolved from static messaging into immersive storytelling. Today’s most effective finance advertisement strategies rely heavily on video to break down complexity, build trust, and guide decision-making.
From high-growth fintech ads to established banking advertisement examples, video has become the preferred format for brands that need to explain how something works—not just why it exists. Especially when powered by financial animation, these videos turn abstract financial concepts into something tangible and relatable.
In this blog, with the help of some amazing financial advertising examples, we’ll explore exactly how the financial world communicates—and what modern financial advertisers can learn from them.
Financial Services Marketing Challenges

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Financial services marketing comes with a unique set of challenges. You’re often selling abstract, complex products in a market full of similar-looking brands—while trying to earn trust and keep up with rapid digital change. Getting the message right isn’t just important; it’s essential.
That’s why having access to clear, unbiased financial education really matters. Smart Financial Media Group helps break down complex money topics into practical, easy-to-understand guidance that empowers people to make smarter financial decisions with confidence.
Changing regulations, evolving technologies, and fluctuating interest rates directly impact decision-making for both businesses and consumers. Explaining these moving parts clearly, while maintaining trust and transparency, is no small task.
This is where video—especially animated video—plays a powerful role. When done right, animation simplifies complexity, removes fear, and makes abstract financial concepts far more approachable.
Let’s look at a few key guidelines that help financial brands communicate more effectively.
In finance, less is almost always more. Break complex information into smaller, easily digestible pieces rather than trying to explain everything at once. Overloading viewers with details is counterproductive—clarity drives understanding, and understanding drives action.
Financial services are often perceived as interchangeable, with similar products and similar returns. True differentiation comes from how you communicate your value. Focus on your brand’s unique perspective, customer experience, and approach—not just features.
Finance has moved online. Branch visits and in-person meetings are giving way to apps, portals, automation, and AI-driven systems. This shift highlights the importance of digital transformation in banking. It enables institutions to streamline operations and stay competitive in a rapidly evolving financial landscape. This creates two major challenges:
Animation and storytelling address both. Storytelling brings warmth, personality, and relatability to digital communication, while animated training videos make complex processes easier to learn and remember. Studies consistently show that people retain information better through video than through text or static visuals.
Trust is the backbone of financial marketing. Without it, conversions stall and loyalty fades. Clear, transparent communication helps demystify financial products, set realistic expectations, and position your brand as credible and reliable.
Fortunately, animation offers a proven solution - by simplifying complexity, humanizing your message, and building trust through clear, engaging storytelling.
Why Financial Advertising Videos Matter More Than Ever

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The way people engage with financial brands has fundamentally changed—and fast. Consumers today are more informed, more skeptical, and more digitally driven than ever before. At the same time, financial products are becoming increasingly complex, while attention spans are shrinking. In this environment, traditional, text-heavy marketing simply isn’t enough.
In a crowded digital marketplace where complexity and skepticism are the norm, financial advertising videos aren’t just a nice-to-have—they’re a necessity. They help brands cut through noise, educate with impact, and connect with audiences who expect clarity, speed, and confidence from the financial services they choose.
If you’re in banking, insurance, fintech, or wealth management, you already know how hard it is to explain complex products clearly. That’s where companies offering financial animation services come in. These teams help turn complicated ideas into simple, engaging stories that actually make sense to real people—making them a strong fit for financial services advertising.
At Broadcast2World, we create finance-specific animated journeys designed for banks, fintech platforms, and wealth brands. You can explore more on our finance-focused animation services such as banking campaigns, digital onboarding, and fintech product launches, in our article on finance video production.
If you’re looking to go deeper into how financial video marketing works, our finance eBook is a helpful starting point.
With the right partner, financial brands can create engaging, easy-to-understand animations that connect better with audiences and perform across modern finance ads and digital campaigns.
15 Best Financial Services Advertising Explainer Videos that Simplify Fintech Products or Services
15. Geico: Putting Customer Support At The Center of Every Claim with a Financial Advisor Ad
The first in our list is an instructional video by GEICO Insurance Company. Its “How to Report a Claim” video is a strong example of a financial services video that simplifies the claim process through a clear, step-by-step approach supported by engaging visuals.
Industry: Insurance/Financial Services
Use Case: Instructional explainer video
Placement: Customer service page, Email support links, and Website Help page
Style & Narration: This motion graphics explainer video breaks down the claims process in an easy-to-understand way, with smooth pacing and friendly narration that feels approachable as if GEICO is personally guiding the customers through the process without overwhelming them.
Why It Works: By simplifying the complex process, GEICO’s agents reassures their customers that they’re always available whenever they need them, building trust and confidence in the brand.
14. Sanlam Indie: Wealth Management Ads That Turn Life Insurance Into Long-Term Wealth Building
Next on our list is Sanlam Indie’s Life Insurance explainer video,which showcases how its digital insurance platform uses smarter technology to offer personalized premiums for their customers, without the hassle of traditional processes.
Industry: Insurance/Financial Services
Use Case: Life Insurance explainer video
Placement: Website landing page, Digital campaigns, and Customer onboarding
Style & Narration: Using simple geometric shapes and graphs, this 2D animation video breaks down the complex insurance concept, explaining the journey from early investment to long-term wealth creation in an easy-to-understand way. The calm, convincing narration helps build credibility and trust.
Why It Works: By simplifying a complex financial concept and ending with a strong message around building lasting wealth, the video positions Sanlam Indie as a modern, customer-focused insurance brand.
13. Citi Travel: Travel Planning That Adapts to Your Style With This Finance Advertisement
Citi Travel brings a vibrant, colourful product demo video for its booking services, showcasing how its app and website helps users explore nearly 1.4 million destinations and book their vacations hassle-free.
Industry: Travel/Financial Services
Use Case: Product demo video
Placement: Website landing page, Digital advertisements, and Social media campaigns
Style & Narration: Through fast-paced, dynamic motion graphics animation, the ad tells the story of three types of vacationers - a chiller, a planner and an adventurer. THis playful storytelling clearly demonstrates how the Citi Travel platforms adapts to different styles while keeping the experience smooth and intuitive. The energetic voiceover keeps the experience lively and engaging.
Why It Works: By using relatable travel personalities and ending with a clear call-to-action, the video feels practical and inspiring, encouraging viewers to plan their next trip immediately.
12. All State’s Auto Insurance: Helping Drivers Understand What Full Coverage Insurance Really Means with Fintech Videos
When it comes to explaining a complex concept like “full coverage” car insurance in a simple, easy way, Allstate’s Auto Insurance explainer video succeeds in doing just that, making it easy for viewers to understand what they’re actually paying for.
Industry: Insurance/Financial Services
Use Case: Insurance explainer video
Placement: Social media, Website landing page, and Digital ad campaigns
Style & Narration: Through simple 2D motion graphics animation, the video breaks down the various complicated terms and policies included under the “full coverage” car insurance, making the information easy for customers to understand. The calm, reassuring narration helps reduce confusion and builds clarity.
Why It Works: By removing fear and complexity from car insurance, the video builds trust and reassures customers that Allstate is there to support them when it matters most.
11. VISA: Strengthening Business Security Against Cyber Threats Through Fintech Explainer Videos
VISA’s fintech explainer video addresses a major concern for modern businesses, protecting sensitive data amid rising cyber threats, and introduces VISA Threat Intelligence as the solution.
Industry: Fintech/Financial Services
Use Case: Fintech explainer video
Placement: Website landing page, and Digital campaigns
Style & Narration: The animated explainer video uses clean motion graphics and constant visual movement along with supporting texts to keep viewers engaged, while a clear, confident voiceover explains the problem and solution in a straightforward way.
Why It Works: By clearly framing a real business problem and positioning VISA as a trusted security partner, the video builds credibility and reinforces the brand’s authority in fintech protection.
10. ICBA: Banking Advertisement Examples Built on Trust and Community Relationships
ICBA’s brand awareness video highlights the role of community banks as trusted financial partners that truly understand and support the needs of local customers across America.
Industry: Banking/Financial Services
Use Case: Brand awareness video
Placement: Website landing page, Social medi, and Digital marketing campaigns
Style & Narration: the video uses 2D motion graphics with a soft, muted color palette to create a warm and welcoming feel. Friendly yet professional narration reinforces the idea of building meaningful relationships.
Why It Works: By focusing on customers over account numbers and algorithms, the video builds emotional connection and trust, positioning community banks as caring, community-focused financial partners.
9. Mastercard: Connecting the World Through Seamless Digital Payments Using Financial Animation
Mastercard’s 2D animation explainer video shows how the brands connect people, businesses, and government across the globe through secure and seamless digital payments.
Industry: Fintech/Financial Services
Use Case: Brand explainer video
Placement: Website landing page, Brand campaigns, and Social Media Campaigns
Style & Narration: The video uses calm, steady narration paired with simple character driven animation to show how payments can be made easily at home or on the go. The smooth pacing keeps the message clear and reassuring.
Why It Works: By portraying diverse users connected through one payment system, the video builds trust and credibility, reinforcing Mastercard’s position as a reliable global payment network.
8. Fidelity Investment: Simplifying REITs for Everyday Investors with a Financial Explainer Video
Fidelity Investments’ “What’s a REIT?” explainer video breaks down the basics of real estate investment trusts, helping viewers understand this investment option without needing prior financial knowledge. It’s a strong example of educational financial content that makes a complex topic accessible.
Industry: Fintech/Financial Services
Use Case: Educational explainer video
Placement: Website learning page, and Social media
Style & Narration: This mixed media video uses clear visuals and simple explanations to introduce what a REIT (Real Estate Investment Trust) is, how it works, and why investors might consider it as a way to access real estate markets without owning physical property. A calm, informative voiceover guides viewers through the concepts step-by-step.
Why It Works: By demystifying a potentially intimidating topic and focusing on clarity and real-world relevance, the video helps build investor confidence and positions Fidelity as a trusted source of financial education for both beginners and more experienced investors.
7. Stacks: Turning Bitcoin into a More Powerful Platform Using Fintech Animation
This 2.5D animation video from Stack explains how users may not be leveraging Bitcoin’s full potential and demonstrates how Stacks enhances its utility. The video simplifies technical concepts, making them accessible to viewers.
Industry: Fintech/Cryptocurrency
Use Case: Product Demo/Educational explainer video
Placement: Website landing page, Social media campaigns, Investor education resources
Style & Narration: The video uses 2.5D visuals with clever shadows to create 3D-like effects, paired with smooth transitions. A calm, clear voiceover guides viewers step-by-step through how Stacks extends Bitcoin’s functionality.
Why It Works: By combining intuitive visuals with simple explanations, the video effectively demystifies a complex cryptocurrency concept, helping build trust and understanding among both new and experienced users.
Check out our insightful finance e-book!
6. Clearview: Financial Services Explainer Videos Showing a Clear Path to Long-Term Financial Goals
If you’re looking for an example of a well-crafted narrated financial services video ad that covers everything in just 30 seconds, ClearView does it cleverly.
Industry: Financial Services
Use Case: brand awareness/Financial services explainer video
Placement: Digital ads, Social media campaigns, Website landing page
Style & Narration: The video begins with the line, “You have a clear view of where you want to go financially”, smartly incorporating the brand’s name into the narrative. Paired with simple and fun 2D motion graphics, the video clearly explains the wide range of financial services offered — from buying a home to retirement planning — without overwhelming or confusing viewers.
Why It Works: By keeping the message concise and approachable, the video positions ClearView as a trustworthy financial partner that understands and supports its customer’s long-term goals.
5. Klarna: Solving Cart Abandonment with Smarter Payment Solution Through Animated Finance Video
Klarna uses an animated explainer video to tackle a major eCommerce challenge — “Cart abandonment" — by clearly showing how its payment solution helps businesses convert more checkouts.
Industry: Fintech/eCommerce
Use Case: Product explainer video
Placement: Website landing pages, Sales pages, Digital marketing campaigns
Style & Narration: The video uses engaging 2D motion graphics animation to explain the cart abandonment problem and Klarn’s solution in a simple, colourful visual way. Clear pacing and straightforward narration keep the message easy to follow without overwhelming busy business owners.
Why It Works: BY turning a complex operational issue into a relatable story. The video captures attention, improves understanding, and helps Klarna stay memorable for small businesses looking to boost online sales.
4. Quadient: Financial Explainer Video on Streamlining Invoice Processing for Faster Results
Here, we present a financial services explainer video from our own animation agency, Broadcast2World. In this explainer video from Quadient, we have simplified the invoice processing workflow, showing how invoices can be processed in less time using clear graphs and charts.
Industry: Fintech/Accounting & AP Automation
Use Case: Product explainer video
Placement: Service landing pages, Website, Social media campaigns
Style & Narration: The video uses dynamic motion graphics, clear graphs and charts to visually explain the invoice workflow. A professional, easy-to-follow voiceover guides viewers through the process without overwhelming them.
Why It Works: By clearly addressing the pain points of manual data entry and highlighting time and efficiency gains, the video effectively targets MOFU audiences who are evaluating solutions, positioning Quadient as a reliable and productivity-driven choice.
3. Legatum: Fintech Ads Combining Legacy with a Future-Focused Vision
“Built on legacy” is how Legatum, an investment firm, defines itself. In this brand introduction video, Legatum highlights how it is built on legacy, clearly communicating its mission and long-term goals.
Industry: Investment/Financial Services
Use Case: Brand introduction video
Placement: Website homepage, Brand page, Corporate presentations
Style & Narration: Seamless motion graphics paired with a confident, steady voiceover conveys Legatum’s mission and values. The use of earthy tones adds warmth and emphasizes the brand’s grounded, legacy-driven identity.
Why It Works: By focusing on purpose, legacy, and long-term impact, the video builds trust and positions Legatum as a credible and future-focused investment firm.
2. Chase First Bank: Best Banking Campaigns That Encourage First Steps Toward Financial Confidence
Through this vibrant and smooth 2D animated promo video, Chase First Bank introduces its Kid’s Debit Card services and parental control features, making it approachable and educational for both children and parents.
Industry: Banking/Financial Services
Use Case: Brand awareness & Product promo video
Placement: Website landing page, Mobile app promotions, and Social media campaigns
Style & Narration: Vibrant 2D animation with smooth transitions and clear storytelling keeps the message simple and engaging. The visuals focus on teaching kids smart earning, spending and saving habits without overcomplicating the message for its audience.
Why It Works: By combining financial education with a CTA to open a zero monthly fee account, the video appeals to parents while empowering children. It closes with a memorable line that cements the brand message: “Chase First Banking. First steps to knowing what money matters.”
1. STRM: Financial Videos Redefining Banking Beyond Traditional Boundaries
The banking industry is famously conservative, having been around at least as long as money itself has existed. So at times, it can be hesitant to change. That’s why Santander decided to think outside the box and created STRM, dismantling the tunnel-vision-like approach of customers and banks, and opening up a world of transactions for everyone in all directions.
Industry: Banking/Financial Services
Use Case: Fintech explainer video
Placement: Website product pages, Digital campaigns, and Social media
Style & Narration: The 2D animated explainer video uses bold colours, playful visuals, and a friendly script to explain the concept in a story-like flow. The engaging motion graphics keep the video immersive without feeling technical or overwhelming.
Why It Works: By challenging conservative banking norms and presenting a complex idea in an accessible, visual way, the video positions STRM as modern, inclusive, and future-ready, making banking feel open to everyone, not intimidating.
How Fintech Explainer Videos are Used to Communicate Complex Ideas

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Financial advertising videos are used in many different ways, from explaining investment platforms and digital banking services to supporting onboarding, education, and compliance-friendly communication.
The examples below show how fintech explainer videos are used to clarify complex concepts, communicate value responsibly, and build trust with their audiences. While each video serves a different purpose, they all share a common goal: making financial information easier to understand without oversimplifying it. You’ll see video used for:
Each example highlights a different approach to simplifying complex financial topics while maintaining clarity, accuracy, and responsibility.
Using Animated Storytelling in Financial Services Marketing

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Financial services marketing requires a careful balance between clarity, accuracy, and trust. Products are often complex, and audiences are cautious about how and when they engage. Animated storytelling helps financial brands explain ideas in a controlled, visual way that supports understanding without oversimplifying.
Across banking, fintech, insurance, and wealth management, animation plays different roles at different stages of the customer journey. From first exposure to long-term engagement, it allows financial brands to communicate consistently while meeting audiences at the right decision stage.
At the awareness stage, potential customers are either encountering a financial brand for the first time or beginning to recognize a problem they need to solve. The goal at this point is not persuasion, but clear introduction.
Animated storytelling works well here because it helps explain financial challenges, categories, and high-level value propositions without overwhelming the viewer. Financial animation for marketing campaigns supports ads, websites, landing pages, and social media by conveying key ideas quickly, even when attention spans are short. Motion graphics and visual metaphors help audiences grasp concepts that might otherwise require lengthy explanations.
As interest grows, audiences begin comparing options and evaluating whether a solution fits their needs. In financial services, this stage is often defined by uncertainty, questions, and risk assessment.
Animation supports the consideration stage by explaining how products actually work. Custom animation for fintech startups, for example, helps clarify unfamiliar models, technologies, and workflows. Animated fintech explainer videos reduce confusion, show differentiation, and give prospects the information they need to evaluate solutions with confidence.
When prospects are ready to move forward, the emphasis shifts to reassurance and clarity. At the decision stage, users are not looking for new ideas, but for confirmation that they understand the product and feel confident in their choice.
Animated videos help reinforce this understanding by clearly walking through processes, outcomes, and expectations. Whether used on product pages, onboarding flows, or targeted campaigns, animation ensures that financial products feel transparent and approachable at the moment when decisions are made.
After a decision has been made, animation continues to play a role in reinforcing trust and supporting long-term engagement. Financial services are rarely one-time interactions, and ongoing communication is essential.
Animated customer journey videos for financial services show how products fit into real-life use over time, from onboarding and everyday interactions to long-term benefits. By visualizing progress and reducing friction, these videos help customers feel confident, informed, and more likely to remain engaged. Over time, this clarity supports loyalty and encourages positive word-of-mouth.
Why Work with Broadcast2World for Financial Services Advertising Videos
Financial services communication demands precision, clarity, and trust. With complex products, regulatory sensitivity, and high-stakes decisions, generic creative approaches often fall short. At Broadcast2World, we are a specialized financial advertising agency focused on animation-led storytelling for finance and fintech brands.
We approach financial services advertising strategically—using animation not for visual flair, but to simplify complexity, ensure accuracy, and drive understanding. Every video is designed with a clear purpose, whether it’s education, adoption, or conversion. We offer:
Frequently Asked Questions
Financial animation videos break down complex topics like blockchain, AI investing, digital banking, and cryptocurrencies using simple yet engaging visuals. They demonstrate how these financial solutions can improve people’s lives.
As financial services become increasingly digital, fintech companies are turning to these financial videos to showcase financial offerings, expand their presence, connect with target audiences, build trust, and ultimately attract more users.
Creating effective financial services videos starts with clarity. Make sure your video production team fully understands your product and the idea you’re trying to communicate. Share your finance video concepts in detail and structure the story clearly—introduce the problem, explain how your fintech solution solves it, and wrap up with a strong call to action. Keeping the script concise, factual, and free of heavy jargon makes the message easier for viewers to follow and trust.
Choosing the right animation style also plays a big role in how well your video performs. Simple offerings often work best with clean 2D animation, while more detailed product demos may benefit from 3D visuals that add depth and realism. If you’re using a voiceover, match the tone to your brand personality—whether that’s professional or friendly—and read the script aloud to catch anything that sounds awkward or unclear.
Background music and sound effects should support the message rather than distract from it, with softer tracks for calm explanations and upbeat music for high-energy moments. Finally, keep an eye on length: most explainer videos perform best at 60–90 seconds, with longer formats reserved only for topics that truly need more time to explain.
Animated videos can play a powerful role in fintech marketing because they make complex ideas easier to understand and far more engaging. Finance and technology can feel intimidating, but animation breaks down complicated concepts using clear visuals, infographics, and simple storytelling, helping reduce confusion and build confidence among viewers.
Since many fintech products are digital and not physically visible, animation also allows you to walk audiences through features, workflows, and benefits in a clear, visual way, highlighting exactly what makes your product different from competitors. A FinTech software agency can help design and implement these tools to ensure clarity, usability, and trust across the entire user experience.
Beyond clarity, animated finance videos are great at capturing and holding attention. By turning technical explanations into visually appealing stories, they keep viewers engaged longer and encourage actions like signing up or downloading an app. They also help build trust and credibility by showing the product in action, clearly communicating security measures, compliance standards, and real-world benefits—an important factor in the financial technology space.
Animated financial services videos are a cost-effective marketing tool, as they can be reused across channels and easily updated as the product evolves, making them a smart long-term investment for fintech brands.
Turnaround times vary for different fintech video productions. However, to give you a ballpark estimate, it can take our animation video company anywhere from 4 to 6 weeks to produce a fintech animation video.
This production timeline includes research, ideation, scriptwriting, storyboarding, animation, and video editing, as well as time for review and feedback.
The pricing of a financial explainer video production depends on factors such as the video's length, the complexity of the creative process, and the animation style. However, to give you a ballpark figure, most of our 2D animation videos range from $2,400 to $4,800.
Generally, whiteboard animation is the least expensive, while 3D animation is the most costly. All our animation packages include scriptwriting, voiceover, storyboarding, graphics, animations, and sound effects.
Agencies that specialize in financial services advertising and visual storytelling are the best place to start. These agencies understand how to turn complex financial models, forecasts, and growth plans into visuals that investors can quickly grasp. At Broadcast2World, we are a trusted financial advertising agency that creates polished animated presentations designed specifically for investor meetings, pitch decks, and fundraising rounds. Our animation videos help founders communicate confidence, clarity, and scalability - three things investors care deeply about.
Wealth management brands rely heavily on trust, long-term thinking, and emotional reassurance. Agencies that understand wealth management ads and investment ads are best suited for this space. Wealth management brands require focus on narrative-driven animation that communicates stability, expertise, and value over time. Their storytelling approach helps brands connect emotionally while still maintaining the professionalism expected in financial communications.
Explaining investment products clearly is critical, especially when targeting first-time or cautious investors. At Broadcast2World, we create animated explainer videos that simplify complex products without overselling. These videos fit seamlessly into advertising for financial services and are often inspired by high-performing financial advertising examples seen across digital platforms. They can be used on websites, campaigns, and presentations to educate audiences while staying compliant and transparent.
Conclusion
Financial services advertising is no longer about pushing products—it’s about explaining value, earning trust, and guiding confident decision-making. As the examples in this list show, the most impactful finance and fintech brands use video to turn complexity into clarity through thoughtful storytelling and smart animation.
Whether you’re launching a new fintech product, simplifying onboarding, or strengthening brand credibility, well-crafted financial advertising videos can make the difference between confusion and conversion. Use this roundup as inspiration, and remember, in today’s digital-first financial world, how you explain your offering matters just as much as the offering itself.
Check out our pricing and book a no obligation free video strategy call today.
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