Finance Video Production Company

Finance video production that turns complexity into trust. clarity. conversions.

B2W is a finance video production company and financial services video agency creating financial services explainer videos and fintech animation for banks, lenders, wealth managers, and fintech brands that need to make regulated, complex ideas easy to trust.
Trusted by F.H. Cann & Associates, OnDeck, Citibank, Tricolor, Microsoft and 400+ brands for financial video production services that turn compliance, lending, and financial products into stories people actually understand.
See Our Work ↓

Finance & fintech videos we've produced — hover to pause

F.H. Cann & Associates finance video production
F.H. Cann & AssociatesCollections · Character
M&M Financial testimonial animation
M&M FinancialTax Consulting · Character
OnDeck small business lending video
OnDeckLending · Infographic
EquiGenesis Smart Savings Plan animation
EquiGenesisWealth · Character
American Financial Solutions debt management video
American Financial SolutionsDebt Mgmt · Mixed Media
Citibank referral program animation
CitibankBanking · Character
Tricolor auto financing infographic video
TricolorAuto Finance · Infographic
Microsoft 401k benefits animation
MicrosoftEmployee Benefits
3,000+
Videos Delivered
18+
Years Experience
4.9
Clutch Rating
400+
Brands Served

Trusted by finance & fintech teams at

Why Finance Brands Invest in Video

62%
Of businesses use video in their marketing
98%
Say video is an effective marketing tool
89%
Believe video impacts brand trust
72%
Report good ROI from video

Where Finance Video Fits

Every moment in a financial
customer or employee journey

Finance video isn't one thing — it shows up differently at every stage, from the first explanation of a product to the last email in an onboarding sequence. Here's where our finance clients actually put these videos to work, each grounded in a real project above.
Debt & Collections Communication

Explain a collections process with respect instead of intimidation — the tone matters as much as the compliance.

See it in action — F.H. Cann →
Tax & Consulting Storytelling

Turn a client's hardest financial moment into proof of what your team can do for the next one.

See it in action — M&M Financial →
Loan & Application Walkthroughs

Demystify approval criteria and terms so a borrower trusts the process enough to finish applying.

See it in action — OnDeck →
Explaining Complex Concepts

Make a savings plan, rate structure, or data model feel personal and clear — not like reading a prospectus.

See it in action — EquiGenesis →
Client & Program Onboarding

Set expectations for what happens right after signup — it cuts confused support calls in the first 90 days.

See it in action — American Financial Solutions →
Loyalty & Referral Marketing

Turn a rewards or referral program into something clients actually want to share, not just enroll in.

See it in action — Citibank →
Investor & Data-Driven Storytelling

Bring AI models, credit data, or ESG metrics to life for investors and boards who need substance, not sizzle.

See it in action — Tricolor →
Employee Benefits Education

Explain a 401(k), insurance, or HR benefit clearly enough that enrollment questions actually drop.

See it in action — Microsoft →

Case Studies

Financial services explainer videos
that move buyers and regulators

This is financial services video production in practice — from collections to consumer lending, wealth management to employee benefits, animation makes regulated, complex financial stories easy to trust.
Collections · Character Animation

F.H. Cann & Associates: Respect. Care. Recovery.

As a national woman-owned accounts receivable management company, F.H. Cann needed to explain why its "respect, care, recovery" approach to collections sets it apart — for government, higher education, financial services, healthcare, and utility clients who need proof of compliance and results. We used character animation to put their 20+ years of experience, 200+ combined years of senior management expertise, and state-of-the-art technology into a single trust-building story.

Boosted brand recall by 60%
Collections Financial Services Character Animation Compliance-Aware
Get a Quote for a Similar Project
F.H. Cann & Associates finance video production
Tax Consulting · Character Testimonial

M&M Financial: From IRS Crisis to Confidence

M&M Financial needed a testimonial that felt real, not scripted — the story of a business owner facing a hostile IRS payroll debt collection, mounting stress, and years of unfiled returns. We used character animation to dramatize the emotional arc from crisis to resolution, showing M&M's patient, fact-first approach walking the client through every step until the debt — and the stress — was resolved.

3.8× higher engagement on social, 55% more video completions
Tax Consulting Client Testimonial Character Animation
Get a Quote for a Similar Project
M&M Financial testimonial animation
Small Business Lending · Infographic

OnDeck: Small Business Lending, Simplified

OnDeck, an industry leader in online lending to small businesses, needed to build trust fast with owners who weren't sure which lender to believe. We used infographic animation to visualize the lending process clearly and reinforce a simple message: OnDeck has already helped 100,000+ businesses like theirs get funding for projects large and small.

65% higher engagement, 2.5× more conversions
Small Business Lending Fintech Infographic Animation
Get a Quote for a Similar Project
OnDeck small business lending video
Wealth Management · Character Animation

EquiGenesis: Smart Savings Plan

EquiGenesis needed to explain its Smart Savings Plan in a way that felt personal rather than technical. We used character animation and emotionally resonant storytelling to connect the plan's mechanics to what savers actually care about — building the trust needed to move prospects toward a decision.

68% higher engagement, 2.7× more qualified leads, 55% better retention
Wealth Management Financial Services Character Animation
Get a Quote for a Similar Project
EquiGenesis Smart Savings Plan animation
Debt Management · Mixed Media Animation

American Financial Solutions: What Happens After You Enroll

AFS needed to reduce anxiety and support-line volume for clients who had just enrolled in a debt management program. We used mixed media animation to walk new clients through exactly what to expect — creditor negotiations, why timely payments matter for enrollment, and why it can take up to 3 months to see reduced rates reflected on statements — turning a confusing waiting period into a clear, reassuring roadmap.

45% rise in demo signups, 30% faster onboarding
Debt Management Client Onboarding Mixed Media
Get a Quote for a Similar Project
American Financial Solutions debt management video
Banking · Character Animation

Citibank: The Client Referral Program

Citibank wanted its wealth advisory referral program to feel rewarding, not transactional. We created mascot character "Calvin" to carry the message — every successful referral earns points or cash rewards, with bonus tiers for repeat referrers and a limited-edition notebook for the first 500 clients — turning a rewards program into a shareable, on-brand story.

2.8× increase in referral participation, 60% boost in engagement
Banking Wealth Advisory Character Animation Loyalty Program
Get a Quote for a Similar Project
Citibank referral program animation
Auto Finance · Infographic Animation

Tricolor: Connecting the Human and the Digital

Tricolor needed to explain a genuinely technical differentiator — AI-driven credit scoring for the 45 million Americans who are credit-invisible or unscorable, disproportionately within the fastest-growing Hispanic consumer segment. We used infographic animation to make the data (26M credit invisible, 19M unscorable) and the AI methodology behind Tricolor's lending platform clear, credible, and human — without losing the technical accuracy investors and regulators expect.

40% reduction in presentation time, 3.5× higher engagement
Auto Finance Fintech / AI Infographic Animation Investor Communication
Get a Quote for a Similar Project
Tricolor auto financing infographic video
Employee Benefits · Animated Explainer

Microsoft: The Hidden Gem in Your 401(k)

Produced for Microsoft employees through Fidelity NetBenefits, this explainer needed to make an easy-to-miss benefit — after-tax 401(k) contributions — actually land. We animated the concept so it was clear in under 90 seconds: how after-tax contributions work even after maxing the Microsoft match, how to withdraw them penalty-free, and how an in-plan Roth conversion can reduce taxes in retirement — all with a reminder to consult a personal tax advisor, since every situation varies.

Deployed to Microsoft employees via Fidelity NetBenefits as part of 401(k) education
Employee Benefits Retirement Education Animated Explainer
Get a Quote for a Similar Project
Microsoft 401k benefits animation

Seen enough? Let's talk about your financial story.

We'll scope the right animation style, compliance workflow, and cost within 24 hours.

Animation Styles We Use

One team, every style
a regulated finance brand needs.

Style follows purpose — a collections video needs a different feel than an investor deck. We match technique to audience so nothing feels off-tone.
Character Animation
Human moments,
animated.

Testimonials, mascots, and emotionally-driven stories — used for F.H. Cann, M&M Financial, EquiGenesis, and Citibank's Calvin.

Infographic Animation
Data made
visual.

Turns lending criteria, credit models, or AI methodology into visuals a customer or investor can follow — used for OnDeck and Tricolor.

Mixed Media
Live-action feel,
animated clarity.

Blends motion graphics with a live-action tone for step-by-step process content — used for American Financial Solutions' onboarding series.

3D, Whiteboard & AI-Assisted
Built for whatever
the brief needs.

3D data visualization, whiteboard explainers, and AI-assisted production for teams that need speed without losing craft.

Animation vs Traditional Formats

Why animation outperforms
text disclosures and live-action for finance

Financial content lives under more scrutiny than most — here's how animated finance video production compares for regulated, complex communication.
Factor
Animated Finance Video
Text Disclosure / Live-Action
Compliance accuracy
Animation wins
Every frame is locked and legal-reviewed before production begins
– Harder to control
Re-shoots needed if wording or disclosures change
Abstract concepts (rates, data flows, algorithms)
Animation wins
Visualizes what no camera can show — credit scoring, compounding, data flows
– Limited
Relies on charts, voiceover, or dense text
Reusable across audiences
Animation wins
One video, multiple cuts — customer, investor, employee, regulator versions
– One-time
Live events or PDFs rarely translate across audiences
Trust & emotional connection
Strongest fit
Character & story humanize topics like debt, taxes, and collections
– Clinical
Text and legal language can feel cold or intimidating

Our Process

How we produce finance videos
with compliance built in.

A proven production process refined over 18 years — with a dedicated legal/compliance checkpoint before animation ever begins.
1

Discovery

We learn your product, audience, and every regulatory constraint that has to be respected.

2

Script & Compliance Review

Every word is locked and legal-reviewed before storyboarding starts.

3

Storyboard & Design

You approve the full visual narrative before animation begins.

4

Animation & Sound

Full animation, voiceover, sound design, and as many revisions as you need.

5

Delivery

Final files for web, social, investor decks, branch displays, and training portals.

Why Broadcast2World

Five reasons finance & fintech brands choose B2W
for finance video production.

As a financial services video agency and fintech video agency built around regulated complexity — where accuracy, compliance, and buyer trust matter most.
01
Finance-fluent — not just animation generalists
From collections and debt management to auto lending and wealth platforms, our team has scripted and animated the specific vocabulary of financial services — so your subject-matter experts spend less time correcting the basics.
Script and storyboard sign-off happens with your legal/compliance team before a single frame is animated — so nothing has to be re-cut for a disclosure change late in production.
Character animation, infographic, mixed media, whiteboard, 3D, and AI-assisted styles — all produced under one roof, one brief, one quality standard.
Investor decks, employee benefits explainers, regulator-facing disclosures, branch training — we deliver formats tailored to whoever's actually watching.
Discovery → Script & Compliance → Storyboard → Animation → Delivery. Every milestone visible, every deadline respected — even with legal review in the loop.
Finance-Fluent Production
F.H. Cann character animation
Collections
OnDeck infographic animation
Lending
Tricolor infographic animation
Auto Finance
Microsoft 401k animation
Benefits

Every finance sub-vertical, produced in-house.

Compliance-First Workflow
Script Lock
Legal/compliance sign-off happens on the script — before storyboarding, not after animation.
Disclosure Accuracy
Every rate, term, and disclosure is verified against your compliance documentation.
Multi-Region Ready
Multilingual voiceover and region-specific disclosure cuts, built into the same production.
3,000+ Videos Delivered
3k+
Videos
18+
Years
4.9
Clutch
Finance & fintech brands we've worked with
Microsoft
Citibank
OnDeck
Tricolor
F.H. Cann
EquiGenesis

400+ brands across finance, SaaS, healthcare, and enterprise.

Audience-Ready Formats
Social / Ad Cut
Instagram · LinkedIn · Paid
15-30s
Explainer / Compliance
Web · Onboarding · Branch
60-90s
Investor / Training
Pitch Decks · Internal Portals
90-180s
Production Timeline
Discovery & Brief
Week 1
Script & Compliance Review
Week 1–2
Storyboard & Design
Week 2–3
Animation & Sound
Week 3–5
Final Delivery
Week 5–6
Client Reviews
Rhonda J Williams - Hub International
"I appreciate the work your team is doing with us and how we are able to grow our social media following and credibility."
Rhonda J. Williams — Senior Marketing Manager, Hub International  ·  Clutch
testimonial-jessica
"Your videos are one of my favourite projects at Epicor. It is always a blast working on them — the team brings genuine energy."
Jessica Hodell — Senior Marketing Specialist, Epicor  ·  Clutch
Laura Kenyon - RTS
"The team was most concerned with customer satisfaction, and making sure that we were happy."
Laura Kenyon — Communication Leader, RTS  ·  Clutch
Michael - President - The MulTie Corp
"Team B2W was professional and flexible...a great combination!"
Michael Millican — The MulTie Corporation  ·  Clutch
Andy swartz
"We are very pleased with the production quality of our video."
Andy Swartz — Shipment Trackers  ·  Clutch
Ronda J. Williams video testimonial
Ronda J. WilliamsSenior Marketing Manager, Hub International
Nick Chong & Priscilla McCarthy video testimonial
Nick Chong & Priscilla McCarthyHead of Product & Marketing Manager, Zoom
Rony Kakon video testimonial
Rony KakonCEO, Tenlev
Triga Systems video testimonial
Triga SystemsEmployee Testimonial
4.9
★★★★★
Clutch Rating
Quality4.9
Scheduling4.9
Cost4.8
Willing to Refer5.0
Would recommend B2W 100%
★★★★★

"I appreciate the work your team is doing with us and how we are able to grow our social media following and credibility."

★★★★★

"Your videos are one of my favourite projects at Epicor. It is always a blast working on them — the team brings genuine energy."

★★★★★

"The team was most concerned with customer satisfaction, and making sure that we were happy."

★★★★★

"Team B2W was professional and flexible...a great combination!"

★★★★★

"We are very pleased with the production quality of our video."

FAQ

Questions about
finance video production

Finance video production uses animation to turn complex financial concepts — compliance requirements, lending terms, investment products, benefits programs — into clear, trustworthy stories. For financial brands, this speeds up product adoption, builds investor and customer confidence, and increases brand recall and engagement without oversimplifying regulated content.

We produce financial services explainer videos, fintech explainer videos and product animation, compliance and disclosure videos, wealth management education, ESG communications, investor pitch videos, employee benefits explainers (401k, retirement, HR onboarding), debt management and collections communications, and animated ads for banks, lenders, and fintechs.

Yes. Animated financial services videos make dense financial and regulatory information transparent and relatable, which builds trust faster than text-heavy disclosures or live-action alone. Our finance clients have seen results such as 60% higher brand recall (F.H. Cann & Associates), 2.5× more conversions (OnDeck), and 2.8× higher referral participation (Citibank).

2D and whiteboard-style financial explainer videos typically run $2,000–$5,000+. 3D animation and specialized data visualizations cost more, starting around $9,500. All packages include scriptwriting, voiceover, storyboarding, custom graphics, animation, and sound design. See our full pricing guide →

Most financial services video production projects take 4–6 weeks from kickoff to delivery, depending on animation style and compliance review cycles. Projects with multiple legal approval rounds may take longer — we build that time into the schedule upfront so there are no surprises.

Yes. We build structured legal/compliance review checkpoints into the process before animation begins, and can adapt finished videos with multilingual voiceover, region-specific disclosures, and funnel-specific cuts for regulators, investors, or customer segments.

Yes — animation is often better suited to regulated financial content than live-action, because every frame, disclosure, and data point can be verified and locked before production. That gives your legal and compliance team full control over accuracy while still making the content engaging enough to actually watch.

Get Started

What would a clearer finance video
do for your trust and conversion rate?

Tell us about your product, program, or compliance requirement, and we'll show you exactly how we'd animate it — style, workflow, timeline, and cost.

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