The Video Agency That Knows Finance

What is financial services video production?

Financial services video production is video made for banks, wealth management and advisory firms, insurers and fintech companies, with compliance review built into every step. It covers advisor and branch marketing videos, client testimonials, market updates, recruiting and culture videos, and internal training. At Lightswitch, a dedicated producer plans each project around your compliance team's review, our trusted network of crews films wherever your advisors and clients are, and senior-level editors deliver versions ready for approval.

Built around your compliance review

1. Script and shot list first. Your compliance team sees what will be said and shown before the shoot, not after.
2. Disclosures planned in. We leave room on screen and in the edit for required disclosures, so they aren't bolted on at the end.
3. Releases and recordkeeping. Signed releases for everyone on camera, and organized project files your team can archive.
4. Tracked review rounds. Your producer manages each round of edits and keeps a clear record of what changed.
5. One look across every office. The same producer and editors work across all your branches and advisors, so the hundredth video matches the first.

What we film for financial firms

• Advisor and team introduction videos
• Transition and new branch announcements
• Client testimonials, where your policies allow them
• Market updates and thought leadership
• Recruiting and company culture videos
• Conferences, client events and internal meetings
• Team headshots and event photography

Creative compliance, made easy.

We say it all the time: Great process creates great work. It’s true across the board, but it’s especially true in compliance-heavy industries like finance.

We’ve delivered thousands of videos in businesses where the fine print matters, including more than 1,000 agent-focused pieces for a national insurance provider, financial advisor marketing videos for firms like Raymond James, UBS, and Janney Montgomery Scott, and a company culture series for some of the largest multi-national financial institutions.

Just because there are compliance guidelines doesn't meant you can't still have great creatives. By controlling what we can control - one point of contact, a centralized editing team, established workflows - you create room for creative storytelling that inspires.

Learn How We Do It:

Navigating Creative Compliance

One of the easiest ways to reduce headaches later is to involve compliance professionals early in the creative process. Not to slow things down, but to gather a clear list of "absolutely nots" from the start.

How We Kick Off a Project

The trap many fall into is creating content that they want to show their customers, not the content their customers want to see from them

Why We Believe in Producers

A producer is like a great event planner. They don’t bake the cake, arrange the flowers, or MC the event - but they do make sure all of those things happen, on time, within budget, and to spec.

Don't Outsource. Embed.

Lightswitch acts as a flexible extension of your team. We replace the fragmentation of freelancers and agencies with a single, scalable system.

• Dedicated Producer - Every team gets a steady point of contact who knows your brand guidelines, approval paths, and file systems. No retraining. No hand-holding.
  

• Brand Security - our producers are your brand's bodyguard, communicating and protecting your brand at every step in the process.

• Elastic Capacity - Need half a producer for a month? A sudden surge of edits for a week? We flex up and down instantly to match your workload.

• Global coverage - Access vetted crews across the U.S. and around the world. From client testimonials in Tokyo to event coverage in Texas, we put boots on the ground without you getting on a plane.

• Broad capabilities - writers, storyboard artists, on-location crews, editors, sound designers, motion graphic artists and animators - your producer pulls in the right creative for you, when you need them.

• Predictable Pricing - No surprise overages. Whether it’s a single shoot or a year-long retainer, our pricing is transparent and designed for scale.

We’ve worked inside some of the most highly regulated sectors, and still helped in-house teams produce effective, on-brand video content. These best practices aren’t just to CYA - they’re what unlock creative momentum, reduce rework, and give you space to focus on what matters.

Financial services video FAQ

Do you work with compliance teams?

Yes, on every project. We build your compliance review into the schedule, share scripts and shot lists before the shoot, and plan required disclosures into the edit.

Can you film advisors in several offices?

Yes. It's one of the most common requests we get from financial firms. One producer plans the series, our trusted network of crews films in each city, and the same editors keep every video consistent.

How much does financial services video production cost?

A half-day shoot with a small crew typically runs $2,500 to $5,000, and a full day with editing runs $6,500 to $15,000. Multi-office series are quoted as a program. See our corporate video price guide.

Can our clients appear on camera?

Often, yes, depending on your firm's policies on testimonials. We follow your compliance team's guidance on who can appear and what they can say.

Do you charge travel fees?

No. Our crews are already where you need them, so there are no flights, hotels or per diems.