Best Practices for Creating Finance Explainer Videos

Finance can be complicated, but explaining it doesn’t have to be! With the right explainer video, you can turn tricky numbers into stories that stick.

Let’s dive into the best ways to make your financial message clear, fun, and impactful. (I mean by finance explainer videos)

 

1. Why Financial Explainer Videos Work

Let’s face it: staring at spreadsheets isn’t exactly thrilling. But when you turn those dry numbers into a video packed with visuals and stories, suddenly, people want to watch.

Financial explainer videos are like a cheat code for simplifying data and keeping your audience hooked.

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  • Visual Engagement: Turning complex financial data into visuals makes it easier to understand. Think animated charts and graphs that feel less like work and more like “aha” moments.
  • Storytelling Power: Add a little storytelling magic to transform data-driven storytelling into something relatable and memorable.
  • Audience Retention: Videos naturally grab attention and hold it longer than those wordy, text-heavy reports.
  • Versatility: Use them for marketing campaigns, educating your audience, or even explaining ideas to your team.

Example: Imagine a quick explainer video showing investors how quarterly earnings grew using clean, animated visuals, way more fun than a boring report.

 

2. Understand Your Audience

Every audience is different, and that’s what makes creating finance explainer videos so fun!

Be it simplifying concepts for millennials or sharing insights with seasoned investors, understanding your audience is key.

It helps you strike the right tone and focus on what matters most to them.

  • Identify Your Audience: Pinpoint whether your viewers are professionals, students, or investors to shape your message.
  • Tailor Your Tone: Keep it casual for millennials or professional and data-focused for corporate investors. It’s all about connecting in a way they’ll resonate with.

You can check out how a professional tone grabs attention in the video below.

  • Depth of Information: Break it down for beginners or dive deep for seasoned pros, it’s all in how you present it.

A video for millennials might use playful motion graphics to explain budgeting, while one for corporate investors could rely on sharp visuals and detailed stats to showcase ROI.

 

3. Choose the Right Visual Style

The style you choose sets the vibe for your finance explainer video. Keep it clean, simple, and viewer-friendly.

 

i. Animation

Animation brings your financial explainer videos to life with colorful visuals and characters. It’s perfect for telling relatable stories while simplifying abstract ideas.

Watch the video below to get this concept.

 

ii. Motion Graphics

When it comes to financial data visualization, motion graphics are a powerhouse. They turn charts and graphs into smooth, engaging visuals that are easy to follow.

 

iii. Live-Action

Want a personal touch? Live-action lets real people tell your story, adding a human connection to your financial storytelling. It works great for building trust and credibility.

  • Pro Tip: Always use a minimalist design. It keeps your audience focused on the message and not distracted by clutter.

Well, speaking of that, we might be the right choice for your next live-action video. Wondering why? Here is the proof.

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Before moving on to the next heading, I think you would like to make a better choice for your business. This is why you need to go through our blog on live-action and explainer videos.

 

4. Use Data Visualization Effectively

Visuals are your secret weapon for turning raw numbers into stories that stick.

With the right tools and techniques, you can create engaging charts, graphs, and infographics that make even the most complex financial data easy to grasp.

Simplify, don’t overwhelm; that’s the golden rule.

 

i. Choose the Right Tools

Use tools like Tableau or Canva to design clean, eye-catching visuals. These platforms make it simple to turn financial data visualization into something your audience will love.

Look at this video to understand how the right tools help with finance explainer videos.

 

ii. Simplify Your Data

Nobody likes drowning in numbers! Break down data into bite-sized visuals, like pie charts and timelines, to showcase trends or investment growth stories effectively.

Not sure how to do that? Watch this video.

 

iii. Focus on Storytelling

Great visuals tell a story. Use graphs to highlight key points and connect the dots for your audience, making your data-driven storytelling impactful and memorable.

You might be intrigued to explore storytelling more and what power it holds for the future of your business. If so, this is your sign to check out our blog on storytelling and thank us later. (Believe me)

Example: A timeline showing steady investment growth works wonders compared to a page full of numbers.

 

5. Craft a Clear and Compelling Script

A great script is the backbone of any successful finance explainer video.

By breaking down complex concepts into plain language and relatable stories, you can turn technical jargon into something your audience truly connects with.

This video provides an introduction to the concept of blockchain technology, specifically focusing on how it works and its role in the financial and tech sectors.

 

i. Steps to Break Down Complex Concepts

Start with a solid structure and build your script step by step. Simplicity is your best friend when explaining financial ideas.

  • Outline the key points: Decide on the 2-3 main takeaways for your audience.
  • Chunk the information: Present content in short, digestible sections for clarity.
  • Focus on one idea at a time: Avoid overwhelming viewers with too much at once.

You see, now this video explains complex ideas into simpler ones.

 

ii. Use Plain Language

Plain language turns confusing terms into relatable explanations. Forget the jargon; speak to your audience in a way they’ll understand and appreciate.

  • Example: Instead of saying “liquid assets,” try “cash and other things you can quickly turn into money.” It’s simple, clear, and much more relatable!

 

6. Add a Strong Call-to-Action (CTA)

A clear call-to-action (CTA) gives your audience the next step to take after watching your video. Whether it’s exploring tools or starting an investment journey, a strong CTA turns engagement into action.

  • “Start investing today!”
  • “Explore our financial tools.”
  • “Learn more about simplifying your finances.”

Want to watch a video instead? Here, have a look.

 

7. Use Professional Voiceovers

The right voiceover can make your finance explainer videos feel trustworthy and engaging. Tone and delivery matter. Choose a voice that fits your message and connects with your audience.

  • Build Trust: A professional voiceover adds credibility to your financial storytelling.
  • Set the Mood: Use an authoritative tone for investors or a friendly vibe for beginners.
  • Enhance Clarity: A clear, confident voice makes complex financial data easier to understand.

 

8. Maintain Brand Consistency

Keeping your finance explainer videos aligned with your brand creates a cohesive and trustworthy experience.

From colors to messaging, consistency helps your audience recognize and connect with your business.

  • Use Brand Colors and Fonts: Stick to your logo colors and typography for a unified look.
  • Stay True to Your Voice: Ensure your financial storytelling reflects your brand’s tone and values.
  • Reinforce Recognition: Consistency across visuals and messaging builds trust over time.

The video below maintains the brand consistency throughout the visuals.

 

9. Test and Optimization

Testing is key to making your finance explainer videos as effective as possible.

A/B testing helps you understand what works, allowing you to tweak visuals, scripts, or CTAs to better engage your audience.

  • A/B Test Your Video: Try different versions to see which performs best.
  • Adjust Based on Feedback: Use viewer analytics to fine-tune your visuals or messaging.
  • Refine Your CTA: Test various call-to-action phrases to see what drives the most action.

 

The Bottom Line

Making finance fun? Yes, it’s possible. By using these best practices, you can turn tricky data into a video that’s easy to understand and actually enjoyable to watch. From visuals to CTAs, it’s all about making your message stick.

Ready to turn your financial info into something exciting? Let’s create a video that even your grandma will love to watch.

Talk with a video strategist

Posted by Aiman Malik
11.21.2024

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