Financial Services Video Production

Films for banks, insurers, asset managers and fintechs, written with compliance in the room and cleared for every disclosure, market and channel.

Banks, insurers and investors that trust us on camera

Our financial clients

Banks, insurers and fintechs already on our list

Numbers from our own client records, not from a survey. They show the size and the spread of the financial companies that chose us to put their institution on screen: banks, insurers, asset managers, payment companies, a development bank and a new generation of fintechs.

20

financial services and insurance companies on our client list.

Named clients

Large7
Mid-size7
Small6

From global insurers to young fintechs.

7

of them are large enterprises, including Bradesco, Tokio Marine and AXA XL.

Large enterprises

Large enterprises7
Mid-size and smaller13

Size as recorded in our client list.

7

clients are headquartered outside Brazil, from Japan to Colombia.

Where clients are based

Brazil13
Outside Brazil7

Headquarters, not shoot locations.

Source: Olive Tree Films client list, 20 financial services and insurance clients.

Financial services:
Selected work

Films we produced for banks, insurers and financial companies, from brand and institutional films to client stories and training. Full films are available on request, and some only under NDA, because that is how this sector works. Ask us for the films closest to your brief and we will send the ones we are allowed to share.

What compliance asks before the camera rolls

In financial services, a film is not finished when marketing loves it. It is finished when compliance, legal and sometimes the regulator can live with every word on screen. These are the concerns financial marketing teams raise most often, and how we answer each one before it becomes a problem.

01.

Every claim needs a source

We build a claims sheet together with the script: each number, promise and comparison listed with its source and the person who approved it. Compliance reviews one clear document instead of chasing claims through a moving edit.

02.

Disclosures people can actually read

Risk warnings and legal text are planned in the script, timed on screen long enough to be read and adapted to each market’s rules, instead of squeezed into the last frame where nobody sees them.

03.

Real people, not stock bankers

Clients and employees on camera build a kind of trust that actors in suits cannot. We handle releases and privacy, and agree in advance what each person may say about accounts, products or results.

04.

Confidential information on set

Branches, trading floors and offices are full of screens and documents. We plan angles, dress clean sets and review footage under your rules, so nothing sensitive ever leaves the room.

05.

One message, many rulebooks

A product may be standard in one country and restricted in the next. We plan versions per market from the start, with local supers, voice-over and disclosures, rather than patching them in after approval.

06.

Approval chains that never end

Fixed review rounds with named approvers at each stage. Comments arrive consolidated through one contact, so the film moves forward instead of in circles.

07.

Jargon that loses the client

Financial teams speak in products, rates and acronyms. Clients speak in worries and plans. We test every script against the person who has to understand it, and rewrite until a non-specialist can repeat the main idea after one viewing.

One institution. Every market it serves.

Financial groups rarely speak to a single country. A new product in Brazil, an annual message for investors in Europe, an onboarding film for clients in the Middle East, a training program for every branch in the network. We produce one film and every version each market needs, with the same production standard everywhere and disclosures adapted locally by people who know the rules.

Clutch Champion award, Fall 2023
Clutch Global award, Fall 2023
Formats we produce most

The films financial teams ask for

Financial services video production covers far more than the brand film. These are the formats our financial clients commission most often, each explained in depth on its own page, with the stages and deliverables specific to it. Most projects combine two or three of them from the same shoot, which is where the budget goes further.

Man presenting a marketing plan on a flip chart to colleagues, from a client testimonial video for Regus

Trust

Client testimonial videos

Clients explaining, in their own words, why they trust you with their money. Client testimonials

Eight team members posing together in a bright open-plan office, from a corporate branding film for ABR Telecom

Clarity

Corporate films

Who you are, what you protect and why it matters, for clients, investors and partners. Corporate films

Animated colleagues meeting around a laptop with a rising chart, from an animated training video for UN Global Compact

Conduct

Training and policy films

Conduct, compliance and policy training your people actually finish. Corporate training videos

Trust is the product. Show it.

Nobody can touch an insurance policy or an investment fund. What people judge is the institution behind it: its people, its competence, its tone of voice, the way it explains things when the news is not good. A financial video agency earns its fee when the film makes that institution visible and credible, without promising anything compliance would later have to retract. That balance is the craft.

How we start

Who has to believe this film?

In financial services, the audience decides the vocabulary, the claims and the disclosures. A film for retail clients and a film for institutional investors can share footage, but never a script. So before anyone writes a line, we answer six questions with your marketing and compliance teams.

01

Who has to watch it

Clients, prospects, investors, brokers or your own people.

02

What they believe today

Their trust, their doubts and what they have heard about you.

03

What they need to understand

One idea, explained without jargon or fine print.

04

What you need them to do

Open an account, renew a policy, call an advisor.

05

What compliance must see

Every claim, number and comparison, with its source.

06

Who approves it

Marketing, legal, compliance and, where needed, the regulator.

Where the answers come fromYour briefInterviews with your teamYour past filmsYour approvers

Goals we solve for financial brands

Related goals and the production model behind them.

“A dynamic production company with excellent service. Good value for money and always committed to the agreed deadline.”

Banco PSA, financial services client
Google review, translated from Portuguese

Films for financial brands

Films produced for banks, insurers and financial companies.

How we produce for financial companies

A process compliance can sign

Five stages, each closing with a defined review, so marketing, legal and compliance see the work at the right moment, not after the film is finished.

Clear claims.
Clean sets.

Reviewed at
every stage

  1. Brief and claims map

    We agree the message, the audience and every claim the film will make, each with its source.

  2. Script and disclosures

    Script, on-screen text and disclosures written together and reviewed by your compliance team.

  3. Pre-production

    Locations, releases, clean sets and the people who will appear, all cleared before the shoot.

  4. Production

    A controlled shoot in branches, offices or client sites, with footage handled under your confidentiality rules.

  5. Versions and sign-off

    Final compliance review, then versions per market, channel and language, each with the right disclosure.


Questions from financial marketing teams

What marketing, communications and compliance leads at banks, insurers and fintechs ask before they commission a film.

What is financial services video production?

Financial services video production is the planning and production of films for banks, insurers, asset managers, payment companies and fintechs. It covers brand and corporate films, client testimonials, product explainers, investor communication and internal training, always written with compliance in mind, because in this sector every claim on screen is a claim the institution has to stand behind. The best ones sound human: they explain money the way a trusted advisor would, not the way a prospectus does.

We bring compliance in at the start, not at the end. The script comes with a claims sheet listing every number, promise and comparison with its source. Disclosures are written into the script and timed on screen. Review rounds are fixed in the schedule with named approvers, so the final review confirms the film instead of rewriting it.

Yes. We plan angles and clean sets so screens, documents and client data never appear on camera, film outside business hours when needed, and review footage under your confidentiality rules before anything leaves the building.

Yes, and they are often the most persuasive voice you have. We prepare them, handle releases and agree with your compliance team what they may say about products and results. A client can describe their experience; the film does not promise returns. See client testimonial videos.

Yes. Our financial clients range from global insurers and large banks to young fintechs: of the 20 on our list, 7 are large enterprises, 7 are mid-size and 6 are small companies. The process scales; the standard does not change. A fintech usually needs speed and a sharp product story; a global insurer needs approvals across several countries. We plan for both.

Yes. Insurance films have their own challenge: the product is a promise about something that has not happened yet. We focus on the people who keep that promise, claims handlers, brokers and advisors, and on real clients who have needed it, always within what your compliance team allows the film to say.

We start from the decision the viewer has to make, then explain only what that decision needs, in the order a person thinks about it. Animation and on-screen graphics carry the numbers, people carry the meaning, and your experts check that nothing important was lost on the way. See how we explain complex solutions.

Yes. We plan one production with versions per market, adapting language, supers, talent where needed and the disclosures each regulator expects. See multi-market video production.

Most of the calendar is review, not production. The number of approvers, the markets and the versions define the schedule more than the shoot itself. We send a full plan with the proposal, with every review date marked, so legal and compliance can book their time in advance. If a launch date is fixed, tell us at the first conversation and we will work back from it.

It plans for the review before it plans the shot. That means claims sheets, disclosure timing, clean sets, release management and versions per market built into the process, instead of discovered in the last week before launch.

Start a conversation

Your clients trust people.
Let’s show them yours.

Man in a navy suit speaking on a sofa in an office lounge, from a client testimonial video for Regus
Woman speaking beside a smartphone-shaped display showing the Tuvis website, from a client testimonial video for Tuvis
Man in a navy blazer speaking while seated in a bright lounge with large windows, from a corporate film for Super W
Way-262 app screen explaining automatic debit and a toll discount, from an explainer video for Way-262