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Explainer Videos for Banks & the Financial Industry

Understood in 90 seconds.

Mortgages, e-banking, investment products: you explain them every day — and the same question still comes back at the counter? What takes half an hour in an advisory meeting, a good video explains before the conversation even starts. We have known banks and their requirements since 2012 — with sound business acumen on the team.

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A bank advisor shows a client an explainer video for a banking product: calculator, piggy bank, house; coins on the desk

These financial institutions explain with us:

What banks need to explain.

Products change, customer needs change — and hardly anyone reads the documentation. Three explaining jobs banks bring to us again and again:

E-banking & digital services.

The new portal is live — and the hotline still rings. A video shows the features so customers use them without calling. That is how Acrevis explains its e-banking, and Schaffhauser Kantonalbank its mobile banking app — right down to the online support function.

Financial & investment products.

Three pages on paper, five minutes in conversation that nobody has. From money market to crypto: InCore Bank explains crypto currencies this way, Instimatch its Money Match Booster, Valiant its family mortgage — abstract products, made concrete.

Internal change.

The new processes are on the intranet; hardly anyone has read them. A video carries agility and new workflows into the organisation so everyone shares the same picture — as UBS Card Center does with its videos on agility and operations.

Explainer video examples for banks.

Six examples from the financial industry — from over 4,500 projects since 2012. 4.82 out of 5 · over 280 reviews on ProvenExpert.

Videodesign immediately understood how to explain a complex topic in a simple and target group-oriented way. We can only warmly recommend the collaboration and look forward to the next project.

Head of Marketing & Communications InCore Bank

Production works like every Videodesign project: five steps, two feedback rounds per phase, a binding schedule — your video is ready in 4 to 6 weeks. More about explainer video production.

More about explainer video production.

Frequently asked questions about explainer videos for banks.

Almost everything a bank has to explain to customers or staff: mortgages, investment products, pension funds, investment funds, e-banking features, digital services. Concretely: e-banking for Acrevis, crypto currencies for InCore Bank, the Money Match Booster for Instimatch, agility and operations internally for UBS Card Center — and ongoing video communication with PostFinance. You don't have to teach us your trade: our project managers hold academic degrees in economics, think economically and creatively at once, and understand balance sheets, product logic and regulation before the first line is drawn.

In the kick-off workshop we settle what your audience really needs to understand — and what stays out. We are happy to show you references from the financial industry in your free consultation.

We know the territory — we have worked with Swiss banks since 2012. FINMA requirements, internal guidelines, mandatory disclosures and disclaimers are planned into the concept, not squeezed in at the end. The order matters: script and storyboard are approved before production — nothing gets animated that legal and compliance haven't seen. In every phase (concept, design, and animation with sound) you have two feedback rounds; subject-matter experts, legal and communications weigh in structurally without derailing the schedule.

Our tip: bring compliance in for the script feedback — a text change is trivial at concept stage and a rebuild once animated. Your project manager coordinates every approval and documents which version was signed off. That is how the video passes every internal review.

Yes — a large share of our banking projects is internal. UBS Card Center explains agility and operations to its own teams with us. The reason is the same as with customers: new processes, reorganisations and system changes otherwise sit in documentation that is tedious and rarely read. A video lands the message without scatter loss — everyone sees the same explanation, in the same quality, as often as they like.

That strengthens customer retention: whoever has understood it internally explains it confidently at the counter and on the phone — and in financial matters especially, customers want a reliable partner. Production runs like a customer video, voiceover and two feedback rounds per phase included; tone and depth are set in the kick-off. Characters and icons developed once later carry your customer communication too.

Yes, twice over. Economically: with several explainer videos, economies of scale work for you — characters, icons and illustration style are developed once and carry the follow-up videos; we pass the cost advantage straight on as a volume discount. Communicatively: a series with one visual language makes your brand recognisable — from the mortgage video to the e-banking tutorial, everything looks like your bank. That is how PostFinance works with us: ongoing video communication instead of one-offs.

The first video carries the style development; from the second on, it gets cheaper and faster. Tell us in the consultation which topics are coming up — then we build the visual world as a series from the start; your PDF quote lays it out transparently within 24 hours. And even with just one video, we build style and assets series-ready, so nothing has to be rebuilt later.

Four to six weeks from kick-off to handover is standard — with efficient, transparent project scheduling you can rely on. With banks, a product launch, a regulatory deadline or a campaign is often waiting. Then we plan backwards: in the kick-off we map every milestone onto your date and tell you honestly whether it holds. We are an extension of your workbench: you outsource production resource-efficiently, your experts only provide briefing and feedback — two rounds per phase, clearly scheduled.

Faster still is the Express line: AI-assisted and curated, with the same standard of clarity. Up front: a reply within 12 hours, the PDF quote within 24. And on the binding schedule you always see which milestone is next and when we need your feedback — so you can stand behind the deadline internally.

The same as for any other industry: our fixed-price packages by style apply — whiteboard, flat design or isometric, each for 90 seconds including concept, script, design, animation and voiceover. No small print: the price in the quote is the price on the invoice.

With several videos you benefit from volume discounts (see above). You'll find all prices and packages in detail on our explainer video pricing page — your individual PDF quote arrives within 24 hours.

Wherever something needs explaining: website, e-banking portal, app, social media, trade fair, internal training. You receive the video ready for every channel, with short social media snippets on request. What works for banks: put the video right next to the product — the e-banking explainer in the login area, the mortgage video on the product page, the process video on the intranet.

It then answers the question the moment it arises, and hotline and advisory teams are rid of the same basics over and over. After acceptance the video is yours, with a usage right unlimited in time and place — in the portal today, at the trade fair booth in ten years. Distribution and performance measurement we support on request; impact is measured against the KPIs from the kick-off — numbers that justify the video internally too.

No — the style follows your corporate identity, not the other way round. "Animated" fixes the technique, not the tone: the same craft can look colourful and playful — or reduced, precise and sober. The style is developed for your bank individually in the design phase, following your corporate design; you approve the style proposal before the first scene is drawn. Whiteboard with a reduced drawing technique reads factual and precise; an isometric visual world gives a serious overview of complex systems — it only gets playful if you want it to.

That animation and seriousness go together is shown by UBS (agility, operations), PostFinance (ongoing video communication) and InCore Bank (crypto currencies for a professional audience). The real reason for animation is sober: it shows what no camera can film — money flows, product logic, digital processes, the interplay of many actors. We set the tone in the kick-off, from restrained and factual to approachable and warm; customer communication may sound warmer than the compliance module. And in the storyboard you see every shot before anything is animated: with us, seriousness is not a claim but a sign-off.

Explainer Videos for Banks & the Financial Industry

Which financial topic should we explain?

Tell us in two sentences what your customers or your team need to understand — we recommend style and approach, honestly and concretely. Reply within 12 hours, PDF quote within 24.

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Your PDF quote arrives within 24 hours – free and without obligation.
Dustin Bättig, CEO of Videodesign
Dustin Bättig | CEO