Video Marketing

Financial Storytelling Video Examples: 26 Ways to Show Value

Introduction

Nobody can watch money work

A balance is a number on a screen. A yield is a percentage. Risk is something that hasn't happened yet.

None of it moves. So a finance video that only shows the product shows a dashboard, and your buyer has seen plenty of dashboards.

A story gives the viewer something to watch. Which story depends on what your buyer can't see yet.

The short answer: financial storytelling videos show invisible value in one of four ways. Rival casts the old way as the villain. Abacus gives money a shape that moves. Passenger puts one person on the ride. Panorama pulls back to the scale a small product serves. The 26 videos below are sorted by the way they use.

8 of the 26 come from finance brands. The other 18 come from outside finance, and each one is here for one device a finance team can borrow. Looking for product explainers instead of stories? See these financial services explainer videos.

Planning a financial story video?

Talk to the Advids team about style, budget and timeline before you write the script. Start with the one thing your buyer can't see yet.

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26 examples

Financial Storytelling Video examples

Way 1 · Rival

If your buyer doesn't fear the old way, cast it as the villain.

A detective story starts with the crime, not the detective. Your finance buyer works the same way. Nobody hires a fix for a risk they haven't watched go wrong.

I call it the Rival: the old way, cast as the story's villain, on screen before your product walks on. Eight examples.

Nexdigm CFO services video

Nexdigm sells CFO services. The video opens on a finance function strained by fast company growth, before any service gets named.

What works here:

  • The CFO's struggle is the first scene. Compliance issues and operational disarray are animated as the problem.
  • The story runs from diagnosis to resolution, so the service reads as a sequence, not a menu.
  • The payoff is relief: efficiency gains and data accuracy, not a list of service lines.

The move: Open on the week your buyer's finance team is drowning. If a CFO wouldn't recognize the scene, rewrite it.

6sense predictable revenue video

6sense sells revenue software to sales and marketing teams. Its villain is the “dark funnel”: buyer demand the team can't see.

What works here:

  • The villain gets a name. “Dark funnel” turns a hidden problem into a place the viewer can picture.
  • Buying signals map to named accounts and people, through what 6sense calls its “Company Graph.”
  • The money shows up as a line. An erratic revenue graph becomes a smooth, upward one.

The move: Name the thing that hides your buyer's money. If the name fits on a sticky note, put it on screen.

Jacobs Track Record Facilities video

Jacobs' Track Record Facilities manages building compliance. It isn't a finance product, but its story ends on cost, risk and portfolio value.

What works here:

  • Paper is the villain. A frustrated manager is buried in documents under the word “RISK.”
  • Then order: a circular data flow pulls the paper into one hub, with a traffic-light system for alerts.
  • The close is financial: lower costs, less risk and a better valuation of the building portfolio.

The move: End on the number your buyer's finance lead tracks. If the last scene is a feature, it's the wrong last scene.

Protelion VPN 3D explainer video

Protelion sells VPN encryption, not a finance product. It's here because it casts a villain every bank's security team knows: the man in the middle.

What works here:

  • The attack comes before the fix. Traditional VPNs are shown exposed during the key exchange.
  • Then the reply: symmetric keys, pre-installed and derived for each IP packet.
  • One hub, the Security Management Center, runs the keys across devices. That answers the buyer's “who controls this?”

The move: If your buyer's fear already has a name, put it on screen as a character. Then show it fail against your product.

OntargIT Dynamics 365 Customer Insights video

OntargIT's video presents Microsoft Dynamics 365 Customer Insights with Copilot. The villain is scattered customer data.

What works here:

  • Fragmented data comes first. Then it becomes one unified view of each customer.
  • Each role gets a scene: analysts query data with Copilot, marketers build campaigns, sellers get lead scores.
  • Service agents see customer lifetime value and churn risk. That's the money line for the buyer.

The move: Give each buyer role one scene and one number it cares about. If a role has no number, cut its scene.

ElaadNL EV communication chain video

ElaadNL explains how electric vehicles, chargers and the grid talk to each other. No finance here, but it stages a failure better than most.

What works here:

  • Devices “talk” in color-coded speech bubbles, so data exchange becomes a conversation.
  • Miscommunication gets error marks: question marks and red crosses.
  • Then a test. A data packet passes through each device, collecting green checkmarks.

The move: Show the failure, then the test that proves it's fixed. If your viewer never sees a red cross, the green check means nothing.

Syte automatic product tagging video

Syte sells AI product tagging to online retailers. The villain is manual tagging and the errors that come with it.

What works here:

  • Visual AI scans product images and pulls out attributes like style, material and occasion.
  • Tags become trend collections, like “Festival” or “Clubwear.”
  • The loop closes on sales. Analytics show which product attributes drive revenue.

The move: Close the loop from your feature to revenue in one scene. If the last frame shows no money or time, it isn't the end.

Shimadzu i-Series LC system video

Shimadzu's i-Series video sells a lab instrument. Its villain is manual lab work that keeps scientists at the bench.

What works here:

  • Automation replaces skilled manual steps, from FlowPilot auto-startup to mobile phase depletion detection.
  • Remote monitoring and reports move to mobile. The video says in-lab time drops by about 50%.
  • Automated shutdown cuts electricity use by up to 95%, by the video's own figure.

The move: Turn your villain into hours your buyer gets back. If you can't count the hours, show the place they get to leave.

Way 2 · Abacus

If the value is abstract, give it a shape the viewer can watch move.

The villain makes the buyer want a fix. But yield, cash flow and supply still have no shape.

An abacus turns a sum into beads you can slide. I call it the Abacus: one object that does your product's math on screen. Seven examples.

Superfluid programmable money video

Superfluid sells programmable money to Web3 developers. The video gives streaming money a shape: value flowing in “fractions of pennies” every second.

What works here:

  • The old way is 20th-century finance, where money moves in lumps.
  • Motion graphics show money flowing across a global network, second by second.
  • The proof is a network: over 600 applications for payroll, subscriptions and vesting, plus docs, SDKs and a developer console.

The move: Draw your money as it moves through your product, not as a pile. If the viewer can't point to where it flows, redraw it.

Coinbase Bitcoin halving video

Coinbase explains the third Bitcoin halving. It turns supply economics into two pictures: a reward cut in half and a seesaw.

What works here:

  • The event is a number. Mining rewards fall from 12.5 to 6.25 new bitcoins.
  • The comparison is one everyone knows: a fixed supply of 21 million, set against gold.
  • A supply and demand seesaw explains value without a chart.

The move: Find the everyday object that does your math. If a seesaw can explain it, skip the chart.

Origin Ether (OETH) launch video

Origin Protocol introduces Origin Ether (OETH), a yield aggregator for Ethereum liquid staking.

What works here:

  • Isometric animation pulls rETH, stETH and frxETH into one asset you can follow.
  • One number carries the claim. The video shows an 8.45% APY, “more than twice that of stETH.”
  • Three plain promises close it: “no lockups, no wastage, no guesswork.”

The move: Pack your promise into three short “no” phrases. If one needs a footnote, cut it.

Paysend Enterprise global payroll video

Paysend Enterprise sells global payroll and cross-border payments. In 32 seconds, one globe carries the whole story.

What works here:

  • Currency symbols orbit a globe, linked by rails the buyer knows: ACH, SWIFT and SEPA.
  • Exchange rates and API integration appear as clean UI mock-ups.
  • Two icons do the trust work: a lock for security, lightning bolts for speed.

The move: Name the payment rails your buyer already uses. If they'd recognize the acronym, put it on screen.

CMC Invest 30-second ad

CMC Invest's 30-second cut uses no pictures for its main idea. Animated text does the telling.

What works here:

  • Words are the image. Kinetic type carries investing ideas without a single chart, the approach these kinetic text videos share.
  • The style matches the promise: investing made plain.
  • Minimal design keeps one idea per frame.

The move: If your promise is “simple,” let type alone carry the video. If you need a chart to explain it, it isn't simple yet.

CMC Invest 6-second ad

CMC Invest's 6-second cut has room for two things: the app and the award.

What works here:

  • The interface moves first, showing how the app navigates.
  • The award, “Australia's Online Broker of the Year,” sits right next to the app.
  • Turquoise and white keep it readable at feed speed.

The move: In 6 seconds, pair one product shot with one proof. If you add a third thing, make the 15-second cut.

Oracle Cloud@Customer overview video

Oracle's Cloud@Customer puts its public cloud inside the customer's own data center. The picture is a building, with the cloud moved inside its walls.

What works here:

  • Architecture visuals show the full cloud stack in the customer's data center, for buyers like financial institutions bound by data residency rules.
  • Hard numbers sit on screen: up to 12M SQL IOPS, 19µs latency and 300 Gbps.
  • Money closes it. The video claims up to 80% lower total cost of ownership, with pay-per-use pricing.

The move: If a regulator decides where your buyer's data lives, draw the building. Then put your product inside it.

Way 3 · Passenger

If your buyer can't see themselves in it, put one person on the ride.

A shape explains the money. It doesn't tell the buyer where they sit.

A train ad sells the window seat, not the engine. Your buyer pictures the loan, the payment or the account through someone like them. I call it the Passenger: one person the story carries from start to finish. Seven examples.

ANZ Mobile Lending video

ANZ Mobile Lending sells home loan help that comes to you. In 15 seconds, the expert travels to the borrower, not the other way round.

What works here:

  • Line art morphs from the client's home to their desk. The lender moves, not the borrower.
  • “Anytime, anywhere” is drawn, not just said.
  • A recurring thumbs-up keeps the tone calm around a stressful purchase.

The move: Decide who moves in your story: your buyer or your product. If your buyer does the travelling, flip it.

Rokt ecommerce transaction video

Rokt sells offers shown in the moment after an online purchase. One shopper's checkout carries the whole story.

What works here:

  • The confirmation page is the stage. Offers range from extended warranties to streaming trials.
  • Data science reads each shopper's intent, built on over 4.3 billion transactions, per the video.
  • The money line: value per transaction up 50%+, the video says.

The move: Pick the one moment your buyer's customer always passes through. Set your whole video there.

Livi memory test ad

Livi, the video GP service from Kry, isn't finance. It's here for one device: it makes the viewer play along.

What works here:

  • It opens as an “ad break activity”: a memory test with a purple apple.
  • The reveal, “not quite, it was purple,” catches the viewer out.
  • Then the offer: “See a GP by video.”

The move: Give your viewer a 5-second task before the pitch. A finance ad could ask them to guess their own fees. If they'd answer out loud, it works.

GOMO by Singtel subway ad

GOMO is a Singtel mobile brand, not a finance one. Its 15-second story rides a subway train.

What works here:

  • The setting is the test. A train below ground is where a signal usually drops.
  • A constant signal icon proves the promise without a word.
  • Cat mascots make a technical claim feel light.

The move: Put your product where it's most likely to fail, and show it working. If the setting carries no risk, pick a harder one.

Logitech G435 headset ad

Logitech G's sizzle for the G435 gaming headset follows one character from PC to PlayStation and beyond.

What works here:

  • One character crosses platforms, so compatibility becomes a trip you can watch.
  • A giant key stands for play that doesn't stop.
  • Bright, simple 3D keeps a 16-second spot readable.

The move: If your product works in many places, like a card that works in every currency, move one character through them. If you need a list, you've lost the character.

4lite WiZ smart lighting video

Toolstation's video sells the 4lite WiZ smart lighting range. It follows one home through the scenes of a day.

What works here:

  • Each scene is a real moment: movie night, a party, work, bedtime.
  • The WiZ Connected app shows the control: warm whites or 16 million colors, with scenes like “Fireplace” and “Ocean.”
  • The close adds a reason to pay: lights that deter intruders.

The move: Walk one customer through one day of use. If a scene wouldn't happen on a real day, cut it.

Opera GX Mobile launch video

Opera GX Mobile is a browser for gamers. It's here because the audience is the cast: the story starts with what users asked for.

What works here:

  • It opens on demand. Gamers asked for GX on mobile, and the video answers them.
  • Features fit the audience: custom skins, a game release calendar and a deals aggregator.
  • “Flow” shares content between phone and desktop, and a one-handed “Fast Action Button” handles navigation.

The move: If buyers asked for your feature, open with their request. If you can't quote one, ask your sales team for one.

Way 4 · Panorama

If the deal feels small, pull back to the scale it serves.

A passenger makes the product personal. Some products are too small to feel personal: a connector, a capsule, one metal.

A satellite photo makes your street look important. I call it the Panorama: start on the small thing, then pull back until the buyer sees what it holds up. Four examples.

Glencore Zinc in space video

Glencore is a commodities company, and this 15-second film is about zinc. It pulls back from one metal to all of human progress.

What works here:

  • Split screen: a stargazer with an astrolabe, opposite an astronaut over Earth.
  • There's no narration. On-screen text asks how the world's “amazing materials” should be sourced.
  • A question, not a claim, closes it.

The move: Pull back from your product to the history it belongs to. Then end on a question your buyer can answer.

PEI-Genesis space connectivity video

PEI-Genesis makes connectors and cables. Its video makes a small part look as big as the mission it serves.

What works here:

  • It opens on a rocket launch countdown.
  • Then the scale shifts, from everyday electronics to satellite parts.
  • Missions from orbital stations to Mars rovers rest on the same small parts.

The move: If your product is a small part, show the biggest thing it holds up. If the viewer still sees a cable, pull back further.

ELASTIC smart city computing video

ELASTIC is a research project for safer city transport, published by BSC CNS. The video starts with the whole city, then shows the data under it.

What works here:

  • An isometric city turns into a wireframe: the data layer made visible.
  • Sensors on infrastructure, trams and private vehicles feed one system.
  • The payoff includes cost: automated track maintenance and lower maintenance costs.

The move: Start wide, then strip the picture down to the data. If the viewer can't see where the data comes from, show the sensors.

Nutrition International Vitamin A video

Nutrition International is a nonprofit, not a finance brand. It turns a huge number into a route on a map.

What works here:

  • One number leads: 10 billion Vitamin A capsules.
  • Animated maps send the capsules to health centers from Afghanistan to Zimbabwe.
  • A pun, “Vitamin EH!”, makes Canada's role stick. The video says Canada supplies 75% of the world's Vitamin A supplements.

The move: Turn your biggest number into a map or a route. If it's still a number on screen, it isn't a story yet.

Pick your way

Which way does your financial story need?

The short answer: ask what your buyer can't see yet. The risk, the math, themselves in it, or the size of what it holds up? The answer picks the way. One way per video. If two are missing, make two short videos instead of one long one.

If your buyer can't seeUseDo thisExample to copy
the risk of the old wayRivalCast the old way as the villain, before the productNexdigm
how the money worksAbacusOne object that does the math on screenCoinbase
themselves in itPassengerOne person, carried from start to finishANZ
why a small product mattersPanoramaStart small, then pull back to what it holds upPEI-Genesis

Now go back to the number on the screen. A balance, a yield, a risk score. Every video above gives that number something to do: a villain to beat, a seesaw to tip, a person to carry, a mission to hold up.

The move: write your product's key number on a card. Under it, write what that number does in one sentence with a verb. That sentence is your story.

A number tells your buyer what happened. A story shows them what the number did.

FAQ

Financial Storytelling Video Examples FAQ

What is a financial storytelling video?
A financial storytelling video explains a money product through a story instead of a feature list. It gives something invisible, like risk, yield or a payment, a villain, a shape, a person or a scale. Coinbase, for example, explains the Bitcoin halving with a seesaw instead of a chart.
How is a financial story video different from a financial explainer?
An explainer walks through what the product does, step by step. A story video picks one thing the buyer can't see and makes it visible. Most finance brands need both. For explainers built around the product itself, see these animated fintech videos.
How long should a financial storytelling video be?
Long enough to tell one story. The videos on this page run from 7 seconds to 2:30. Short cuts like ANZ and Paysend tell one moment. Longer ones like Jacobs and Oracle add the payoff. Pick the length after you pick the story, not before.
Can a 15-second ad tell a financial story?
Yes, if it tells one moment. ANZ Mobile Lending shows an expert travelling to the borrower in 15 seconds. Glencore pulls back from one metal to human progress in 15 seconds. For more short formats, see these finance motion graphics ads.
Should a financial story video use a character?
Use one when your buyer can't picture themselves using the product. ANZ, Rokt and the 4lite WiZ video each follow one person or one home. Keep it to one character. Two characters split the viewer's attention, and a finance story has enough to explain already. These animated story videos show more character work.
How do you show something abstract like yield or risk?
Give it an object that moves. Superfluid shows money flowing in fractions of pennies. Coinbase uses a seesaw for supply and demand. Origin pulls three staking tokens into one asset. If your object needs a caption to explain it, pick a simpler one.
What makes a good villain in a B2B finance story?
The old way your buyer already lives with. Paper piles at Jacobs, a hidden “dark funnel” at 6sense, a strained finance team at Nexdigm. A good villain is something your buyer would complain about in a meeting. Every story arc needs conflict, and the old way supplies it.
Should numbers appear in a financial story video?
Yes, one or two that your buyer can check. Coinbase shows the reward falling from 12.5 to 6.25 bitcoins. Origin shows an 8.45% APY. Put the number inside the story, as the thing that changes, rather than on a closing slide of stats.
Does a financial story video need a voiceover?
Not always. Glencore uses on-screen text and no narration. CMC Invest lets animated type carry the idea. For a longer story with several steps, a voiceover lets the visuals carry the story while the voice carries the logic. Add captions either way.
How should a financial story video end?
On what the number did for the buyer. Jacobs ends on portfolio value. Rokt ends on value per transaction. Glencore ends on a question. Avoid ending on a feature screen. Then ask for one next step that matches the story.
Where do customer stories fit in financial video?
After the buyer understands the product. A customer story proves someone like them got the result. It works best as a second video, sent after a first story video lands. These animated SaaS customer story videos show the format.
How do you measure a financial storytelling video?
Pick the goal first: demo requests, account sign-ups or sales follow-up. Track clicks on the call to action against that goal. Then check where viewers drop off. A drop-off right after the villain scene means the fix arrives too late.

Patterns from the analysis

Financial Storytelling Video Best Practices

None of these 26 videos was broken down from a full transcript. The counts below come from the written breakdowns of all 26. Read each count as what this set did, not as market data.

Hard Number

How many financial story videos put a number on screen?

Observation
Coinbase shows mining rewards falling from 12.5 to 6.25. Origin shows an 8.45% APY. Superfluid counts over 600 applications. Oracle shows up to 12M SQL IOPS. Rokt cites 4.3 billion transactions. Shimadzu, Nutrition International and the 4lite WiZ video also use figures.
Data
8 of 26 put a specific figure in the story. 18 of 26 told it without one.
The move
Give your story one number your buyer can check. Then make it the thing that changes on screen.
Money Close

Do story videos from outside finance still end on money?

Observation
Jacobs ends on portfolio valuation. Rokt ends on value per transaction. Oracle ends on total cost of ownership. 6sense ends on a revenue line. Syte ends on sales, ELASTIC on maintenance costs, OntargIT on lifetime value and churn risk.
Data
7 of the 18 videos from outside finance closed on a cost, revenue or value outcome.
The move
Whatever your product does, end on what it does to your buyer's money. Their finance lead signs the deal.
Short Cut

How long are the financial story videos on this page?

Observation
The shortest is CMC Invest at 0:07. GOMO, Glencore and ANZ run 15 seconds each. The longest is Jacobs at 2:30. Most sit between 1 and 2 minutes, long enough for a villain, a fix and a payoff.
Data
8 of 26 run under 35 seconds. 12 of 26 run 1 to 2 minutes. 4 of 26 run past 2 minutes.
The move
Under 35 seconds, tell one moment. Past a minute, tell the whole arc: villain, fix, payoff.

How to plan

Where to use your financial story video

Put the story where the buyer can't see the value yet. Banks keep finding new uses for video in financial marketing, and placement decides which story fits.

  • Landing pages. A Rival or Abacus story above the fold, before the feature list.
  • Sales follow-ups. A Passenger story that matches the buyer's role, sent after the first call.
  • Paid social. A 15-second Panorama or Passenger cut that tells one moment.
  • Investor and board decks. An Abacus story that makes the model visible in under a minute.

How to write a financial story in 4 beats

Most finance stories on this page follow the same four beats. Write them in this order.

  • The number. The one figure your product changes: a fee, a yield, a risk, a run time.
  • The villain. What keeps that number bad today. Paper, a hidden funnel, a stretched team.
  • The picture. The object or person that shows the number changing.
  • The payoff. What the new number does for your buyer. End there.

Write the payoff first, then the number, then the middle. A story works at every stage of the buying process, but only if it ends where the buyer wants to be. For B2B patterns beyond finance, see these B2B storytelling videos.

Financial story video production process

Every financial story runs through three stages. Knowing them keeps compliance review from becoming a rewrite.

  • Pre-production. Pick the way, the number and the villain. Write the script and storyboard. Send the claims to compliance before anything gets animated.
  • Production. Design the object or character, animate it, and record the voiceover.
  • Post-production. Edit, add sound and captions, get one round of feedback, then cut a short version for social.

About the author

About Jai Ghosh

Jai Ghosh
Video Producer at Advids · LinkedIn

Jai Ghosh is a Video Producer at Advids, where he has planned and produced videos for B2B software and technology companies for 7 years. He works on product demos, explainer videos and brand videos, from the first script to the final cut, for clients from startups to enterprises.

Before Advids, Jai spent over 11 years in freelance media consulting, after starting out in digital journalism. He writes the Advids blog's breakdowns of product and demo videos, sorting real examples by the question each one answers for a buyer.

  • Focus: SaaS product demos, explainer videos and brand videos
  • Experience: 7 years at Advids, over 11 years in media consulting
  • Background: digital journalism

Connect with Jai Ghosh on LinkedIn