Help us shape a new way to engage your clients with branded, compliance-ready Financial Video Content
White Label Video for Financial Advisors and Wealth Managers
Benefits of Using Video in Financial Client Communications
Why should financial advisors use video?
Video is the most powerful way to engage and educate clients, especially on complex topics like investing, markets, and planning for the future.
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Improves client understanding and retention
80% vs. 20% for text-only
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Boosts email and website engagement
Increase click-throughs by up to 300%
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Multi-Channel Use
Place your videos in Email, LinkedIn, for onboarding, your website
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Increase time with clients
Make face-to-face meetings more efficient
We want to help you engage clients and we’d value your input….
We’re delivering a new solution to engage and inform your clients with professional, evergreen educational videos, fully branded and cost-effective.
Our goal?
Provide you with more face-to-face time actually advising and less time explaining key concepts and instruments.
We’d love your feedback on this new direction and invite you to watch a sample here.
What Type of Videos Are We Creating?
We’re starting with core, evergreen topics that clients frequently ask about. Content you can use any time of year, across email, social media, and client onboarding.
Sample Topics Include:
- What are the different types of ISA?
- How does compounding work in long-term investing?
- What is a SIPP and who is it for?
- The basics of risk
- How pound-cost averaging works
All videos are delivered with:
- Your logo
- Your brand colours (up to four)
- Your compliance disclaimer
- Professionally scripted, voiced, and produced
Why White Label Video?
This isn’t a generic explainer library. Each video is custom-branded for your firm, giving you a high-quality client resource with none of the production headaches.
5 Key Benefits of White Label Video:
1 Professional Branding Without the Production Cost
Get agency-quality video content with your branding, without hiring animators, editors, or voiceover artists.
2 Saves Time and Resources
There’s no need to script, film, or edit. You get ready-to-use content, freeing your team to focus on client service and strategy rather than content creation.
3 Regulatory Compliance Made Easy
Videos can include your firm’s legal disclaimers and follow FCA guidelines, helping you stay compliant without extra effort.
4 Builds Brand Trust and Consistency
Every video reinforces your brand identity, helping you appear credible, modern, and reliable.
5 Scalable Across Channels
Utilise white label videos across emails, websites, client portals, and onboarding journeys.
It’s a scalable solution that grows with your firm.
Share your thoughts
If you’re an Advisor, Planner or Wealth Manager who:
💡 Needs more meaningful time advising clients
💡 Wants to appeal to the next generation of clients
💡 Wants to modernise your content without a full production budget
💡 Thinks evergreen, branded videos would be valuable…
…we’d love to hear what topics you think should be covered and your thoughts on the direction we’re heading.
Frequently Asked Questions
A white label video service provides professionally produced video content that can be customized with your own logo, brand colours, and disclaimers, making it look like you created it yourself. This is ideal for financial planning and wealth management firms who want high-quality video without building content in-house.
White label videos make complex financial topics easier for clients to understand. Less time explaining key concepts and instruments to clients means more time advising on important decisions.
White-label videos also save time and reduce marketing costs whilst maintaining brand consistency across communications.
Yes. Studies show that video marketing increases engagement rates, improves information retention, and enhances client trust. Branded, educational videos can also improve conversion rates from email, social media, and landing pages.
Evergreen financial topics are those that remain relevant over time. Examples include:
- What is an ISA?
- How compounding works
- Understanding SIPPs
- Pension planning basics
- Risk tolerance and diversification
- Pound-cost averaging explained
- Tax-efficient investing strategies
- What is a financial plan?
These topics match common client questions and keyword search trends.
Yes. When built properly, white label videos can be formatted to include:
- Legal disclaimers
- Regulatory footnotes
- Disclosure text
- Risk warnings
This ensures compliance with FCA (UK) guidelines for marketing and educational content.
Advisors can use branded videos across many touchpoints, including:
- Client onboarding sequences
- Email newsletters
- Website resource sections
- Social media campaigns (e.g., LinkedIn)
- Investment update videos
- Financial literacy campaigns
This omnichannel approach increases visibility and engagement.
No. Our white-labelled videos are fully produced with professional voiceovers and animation, so you don’t need to appear on screen or record anything yourself.
To be as cost-effective as possible, customisation is not an option. For a bespoke production, we can tailor the voiceover to match your audience demographics, such as UK or US English, male or female tone, or more formal/informal delivery.
Videos are delivered in MP4 format, compatible with:
- Websites
- CRMs
- Social media platforms
- Email clients
- Client portals
Upon request, we can also provide square or vertical versions for platforms like Instagram and LinkedIn.
You can customise each video with:
- Your logo
- Up to four brand colours
- Your legal disclaimer
- Optional intro/outro messaging or CTA
Your contact details or URL
Turnaround time is typically 3 to 5 business days after we receive your brand assets (logo, colours, disclaimers).
Yes. While most content is evergreen and ready-made, we excel at providing custom video packages which provide content on a specific product, service, or client segment.
Videos increase time on page, reduce bounce rates, and improve keyword relevance when embedded on service pages or blog posts. Adding transcripts and alt text can further boost search engine visibility.
Currently, we only offer one-off pricing per video.
Yes. Once branded and delivered, the videos are yours to use across:
- YouTube or Vimeo
- LinkedIn, Facebook, Instagram
- CRM systems like HubSpot or Mailchimp
- Advisor portals or intranets
You can track performance using tools like:
- Email open and click-through rates
- Website heatmaps and video engagement stats
- YouTube or LinkedIn analytics
- Client feedback and retention rates
We are currently finalising the pricing structure but believe it will be ~£1,000 + vat per single video with discounted bundles being made available.
We are currently developing the proposition. When the service is established, you will simply:
- Choose a topic from our video library to purchase
- Send your brand assets and disclaimer text
- Receive your branded video in 3–5 days
Core takeaway: Tax year end is approaching gradually, not all at once.
Key Messaging: “Just a few weeks to 5 April so be aware”
Why it resonates: Highlights the date as a soft temporal marker, not a deadline.
Core takeaway: Unused allowances don’t roll forward
Key messages: Unused allowances are lost at tax year end. Each year represents a separate opportunity.
Why it resonates: Clear, non-judgemental consequence
Core takeaway: You haven’t missed your chance.
Key messages:Act now to optimise your tax allowances before the deadline by booking a review with your advisor.
Why it resonates: Counters avoidance through reassurance.
Core takeaway: Many people review at this time. This is normal behaviour.
Key messages:You still have time to secure your financial position, so get in touch today to book a review before April 5th.
Why it resonates: Social proof without bragging.
*To send after April 5th*
Core takeaway: Each tax year starts fresh.
Key messages: Once the new tax year starts, new allowances become available. Planning doesn’t stop, it resets. Regular planning reduces stress.
Why it resonates: Re-frame planning as cyclical, not reactive
Some of our current clients
