The Dos and Don’ts of Financial Video Marketing


Video marketing has become a powerful tool, even in the world of finance due to it’s engaging, informative, and, most importantly, it works! In this blog, we’ll explore the exciting realm of financial video marketing and provide you with valuable insights on what to do (Dos) and what to avoid (Don’ts) to make your financial videos shine.

The Power of Video in Finance

First things first, let’s talk about why video marketing is a big deal in finance. Think about it – finance can be complex, with jargon that’s like a foreign language to many. Videos break down those barriers. They make finance accessible, engaging, and easy to understand.

Visual content, like videos, grabs our attention like nothing else. It’s a fact: people are more likely to watch a video than read a lengthy article. So, if you’re in finance and you’re not using video, you’re missing out on a powerful way to engage and educate your audience.

The Mission of this Blog

So, what’s our mission here? We’re here to equip you with the knowledge you need to make your financial videos stand out. We’ll share the Dos – the things you should definitely be doing to create successful financial videos. And we’ll also point out the Don’ts – the pitfalls you’ll want to avoid.

The Dos of Financial Video Marketing

Start with a Clear Strategy

Imagine building a house without a blueprint. It’s pretty tough, right? The same goes for video marketing. Start with a clear strategy. Define your goals and identify your target audience.

Focus on Educational Content

In finance, knowledge is power. Educational videos are your secret weapon. People want to learn about managing their finances, investing wisely, and understanding the market. So, create content that educates and empowers your audience.

Showcase Expertise and Authority

Trust is gold in finance. Establishing credibility is vital. Showcase your expertise by sharing valuable insights. Consider featuring industry experts in your videos.

Optimize for Mobile Viewing

We live in a mobile world. Most folks watch videos on their smartphones. Make sure your videos are mobile-friendly. Use responsive design, so they look great on any screen size. This ensures you reach your audience wherever they are.

Pay Attention to SEO

Search engines aren’t just for articles; they love videos too. Optimize your video content for search engines. Use relevant keywords in your video titles, descriptions, and tags. This boosts your video’s visibility and helps people find your valuable content.

The Don’ts of Financial Video Marketing

Don’t Neglect Compliance

In the world of finance, rules and regulations are the bedrock. Ignoring them can lead to serious trouble. Always, and we mean always, adhere to regulatory guidelines when creating financial videos. Avoid making false claims, providing misleading information, or anything that could land you in hot water. Remember, compliance is non-negotiable.

Avoid Jargon Overload

Finance can be a jargon jungle, but your videos should be an oasis of clarity. Using too much financial jargon can leave your audience scratching their heads. Speak plain and simple language. Your goal is to educate, not confuse. When viewers understand, they’re more likely to trust your message.

Don’t Oversell or Mislead

Honesty is the best policy. Overselling or making misleading claims can harm your credibility. Your audience wants to trust you with their financial decisions. Keep it real. Highlight the strengths, but don’t exaggerate. Transparency builds trust that lasts.

Avoid Lengthy Videos

In the age of short attention spans, lengthy videos can be a big turnoff. Keep your financial videos concise and engaging. Get to the point without unnecessary fluff. Shorter videos are more likely to keep viewers interested from start to finish.

Don’t Neglect Analytics

Lastly, don’t underestimate the power of data. Neglecting analytics is like flying blind. Monitor how your videos are performing. Pay attention to metrics like views, engagement, and conversion rates. This data helps you refine your strategy and make videos that truly resonate.

Real-World Examples

Example 1: Vanguard

The Dos in Action: Clear Strategy, Educational Content, Expertise Showcase

Vanguard, a well-known investment management company, excels in financial video marketing. They start with a clear strategy, providing a wealth of educational content for investors. Their videos break down complex financial concepts into easily digestible pieces, making them accessible to a wide audience. Vanguard also showcases its expertise by featuring experienced financial professionals, enhancing their credibility and trustworthiness.

Example 2: Fidelity Investments

The Dos in Action: Compliance, Clear Language, Analytics

Fidelity Investments, a financial services giant, understands the importance of compliance. They ensure their videos adhere to regulatory guidelines, promoting trust and legality. Furthermore, Fidelity avoids excessive financial jargon, explaining complex ideas in clear, understandable language. Lastly, they don’t neglect analytics, regularly monitoring video performance to refine their strategies and provide more engaging content.

These real-world examples demonstrate that implementing the Dos while avoiding the Don’ts can lead to successful financial video marketing. Clear strategies, educational content, expertise showcase, mobile optimization, SEO focus, compliance, clarity, honesty, and analytics are the ingredients for a recipe that captures your audience’s attention and trust.


Dos: Start with a clear strategy, focus on educational content, showcase your expertise, optimize for mobile, and pay attention to SEO. These are the building blocks of engaging and effective financial video marketing.

Don’ts: Avoid neglecting compliance, overloading with jargon, overselling or misleading, creating lengthy videos, and neglecting analytics. These pitfalls can derail your efforts and harm your credibility.

Now, here’s the bottom line:

In finance, trust is the currency, and well-executed video marketing can earn you trust like nothing else. Videos break down complex ideas, making finance accessible and engaging. They grab attention and deliver knowledge effectively.

If you’re ready to supercharge your financial video marketing, reach out to FinPR. We specialize in crafting tailored video marketing strategies that resonate with your audience. Our range of video options, from product demonstrations corporate storytelling, testimonials and case studies, training videos, live event coverage, even webinars can elevate your content and engage your viewers.

Choose FinPR’s Spokesperson Corporate Video Production service, and let’s make your mark in the world of financial video marketing. Contact us today to explore the possibilities and achieve lasting results. Your audience is waiting, and we’re here to help you shine!

Leave a reply