FINANCIAL SERVICES VIDEO PRODUCTION
Beverly Boy Productions provides financial services video production for advisory firms, wealth teams, and financial institutions: recurring studio market updates, advisor and leadership interviews, branch or office b-roll, and compliance-ready edits. If your firm needs video that can survive legal review and still feel human on camera, this page explains how we run those shoots.
This is not a generic corporate video page. Finance buyers ask for repeatable studio days, clear version control for compliance, and crews who already understand that wording on screen is part of the risk. We quote recurring and one-off productions clearly, then confirm your review path before anything is published.
Beverly Boy has produced more than 25,000 projects since 2002. We film financial services content nationwide, including multi-city advisor programs.
What's included in financial services video production
- Studio or office interview setups for advisors, partners, and firm leadership
- Recurring market-update or commentary days with a consistent look and crew
- Two-camera coverage, interview lighting, and clean audio for soft-spoken talent
- Optional teleprompter production for approved scripts
- Branch, workplace, and lifestyle b-roll when the campaign needs it
- Edited packages sized for websites, email, and social, with captions
- Versioned delivers so compliance can track what changed between reviews
- Optional pairing with executive interview video production for C-suite thought leadership
Typical crew and gear
A studio market-update day usually includes a producer or director, camera operator(s), audio, and a teleprompter operator when copy is locked. Multi-advisor batch days add a coordinator so talent turns over cleanly. We keep the set consistent from month to month so your brand does not reinvent lighting every shoot.
Note for producers: we are not your compliance department. Your legal or marketing review team owns final wording, disclosures, and publish approval. We build time into the schedule for that review and label every cut clearly.
How we structure financial services video production
Competitors who win in this vertical talk about compliance and recurring cadence, not only about cameras. We design a repeatable studio workflow: locked framing, approved lower-thirds, disclosure end-cards, and a review folder structure your firm can audit. For advertising and communications rules that apply to broker-dealers and advisors, see FINRA’s advertising regulation overview. Educational and promotional series for a national services company are a close cousin to advisor content libraries; on Clutch, a B2B communications specialist at a home warranty company wrote that “Finding BBP was a sign of complete serendipity!” after we produced ongoing educational and promotional videos for web and social.
Series work is where most advisor programs win. Once the set, lower-thirds, and disclosure end-card are approved, each new market-update day is mostly talent, teleprompter copy, and a predictable edit. That keeps costs and compliance cycle time down compared with reinventing a brand film every month.
How the process works
- Intake. You share goals, cadence (one-off vs monthly), disclosure requirements, and brand guidelines.
- Studio plan. We lock location, set look, teleprompter needs, and a shot list that fits advisor calendars.
- Shoot. Batch talent efficiently; keep audio and framing consistent for series work.
- Compliance review. Rough cuts go to your reviewers with version names before publish.
- Publish package. Final files, captions, and thumbnails in the formats your team posts from.
What drives the quote
Cost moves with cadence, half-day versus full-day, number of advisors, teleprompter, travel, and how many finished cuts leave each session. Interview-style coverage on our site typically ranges from $2,500 to $4,500 per production. Most projects fall between $4,500 and $7,500 for promotional-style edits, or $12,000 to $20,000 for a full brand-story production. Recurring studio retainers are quoted as a series once the set and disclosure package are locked.
Proof and related work
For customer-proof films that finance and B2B teams use in sales, see our customer case study video production page. For conference and advisor-event coverage, pair this page with corporate event videography.
Where we cover financial services shoots
We film advisor and institutional video across the U.S., including major wealth and banking markets. For local pickup, see our New York videographer, Chicago videographer, Atlanta videographer, Los Angeles videographer, and Miami videographer pages.
Related services
When market updates sit beside a larger brand film, use corporate marketing video production. For batched social clips from the same studio day, see social media video production.
Quick Contact
FORTUNE 500 BRANDS KNOW OUR VIDEO PRODUCTION IS TOP-NOTCH
OWN, FORBES, AND DR PEPPER HAVE TRUSTED US WITH THEIR CORPORATE VIDEO NEEDS. THEY KNOW TEAM BEVERLY BOY HAS THE SKILL THAT EXCEEDS EXPECTATIONS!
TRUSTED BY THESE WORLD CLASS BRANDS
SCOPE OF WORK
CAMERA GEAR
- Sony FX9, FS7, FX6, FX3
- Sony A7S Alpha 7S, A7R, A1
- Blackmagic Pocket Cinema 6k Pro
- Blackmagic URSA Mini Pro
- Canon C500mkii, C300mkiii
- ARRI ALEXA, ALEXA Mini, AMIRA
- RED Cinema, SCARLET, V-RAPTOR X, KOMODO-X
CAMERA CREW
- Director of photography (DP or DOP)
- 1st Assistant Camera (1st AC)
- 2nd Assistant Camera (2nd AC)
- Grip, Gaffer, Electric, Utility
- DIT, HMU, PA, Set Photographer
- Production Sound Mixer, Boom Operator
- Art Director, Prop master, Location Scout
- Producer, Production Coordinator
FINANCIAL SERVICES ADD-ONS
- Advisor / Leadership Interviews
- Recurring Studio Market Updates
- Teleprompter for Approved Scripts
- Branch + Office B-Roll
- Versioned Compliance Cuts
- Captions + Lower-Thirds
- Multi-Advisor Batch Days
FAQs: Financial Services Video Production
What is financial services video production?
It is video made for advisors and financial firms: interviews, market updates, educational clips, and brand films, produced with a clear path for compliance review before publish.
Can you support a monthly market-update series?
Yes. Recurring studio days with a consistent set and crew are a common request. We lock the look once, then batch talent on a calendar you control.
Do you handle FINRA or firm compliance review?
Your compliance or legal team owns approval. We deliver versioned cuts, disclosure end-cards as you specify, and enough schedule time for review cycles.
Do advisors need a teleprompter?
Many prefer one for approved scripts. Others work conversationally from bullet points. We confirm the style in prep so the set matches the delivery.
Can you film in branch offices?
Yes, when your facilities team clears the space. Quiet rooms and consistent branding help series work look intentional.
What deliverables do firms usually take?
A hero cut for the website, short social versions with captions, and stills or thumbnails. Series clients often keep a template lower-third package.
How is pricing structured for recurring shoots?
We quote the first studio day to lock the set, then a per-session or retainer rate for the series. Travel and extra advisors are line items.
Get in touch today!
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