Advids provides technical video creation services designed to simplify complex wealth management platforms. Our studio produces assets that shorten the sales cycle for asset managers and fintech providers.
Over 82 videos for WealthTech Companies
Projects
Our Valued Collaborations
Masttro
Case Study
OneVest faced significant friction during the technical discovery phase as legacy financial institutions doubted the speed of their Wealth-as-a-Service (WaaS) API connectivity. Advids engineered a specialized integration video sequence to visually deconstruct their cloud-native infrastructure and prove rapid deployment capabilities.
4.14 API and Integration Guide for the OneVest WaaS Platform. The asset utilized high-fidelity 2D Isometric Vector Animation combined with Whiteboard UI overlays to map data flow between OneVest and existing core banking systems.
Technical deep-dive segments were reformatted into 30-second LinkedIn ""Product Spotlights"" and a featured YouTube Developer Series to target CTOs and Product Heads.
Successfully accelerated technical integration timelines by 31%, significantly reducing the pre-sales vetting cycle for mid-market enterprise contracts.
Solving Systemic Industry Friction
Financial advisors and high-net-worth individuals often face high cognitive load when evaluating complex investment software. Poorly communicated value propositions lead to extended evaluation periods and lost opportunities in competitive markets.
Get A QuoteOur Video Offerings
Nine specialized production formats for every stage of the sales and adoption cycle.
Using 2D Isometric Vector animation, this video explains portfolio diversification strategies to new clients. This service reduces onboarding friction by 30% by clarifying complex fee structures.
30%These targeted advertisement assets utilize 3D Motion Graphics to visualize risk-adjusted returns on LinkedIn and Meta. This production style increases click-through rates for institutional lead generation campaigns.
This studio production uses Whiteboard UI Animation to guide users through dashboard navigation and reporting features. Clear visual communication lowers support ticket volume by providing self-service training.
We employ Kinetic Typography to explain the logic behind automated rebalancing and high-frequency execution. This creation method builds investor confidence by demonstrating technical sophistication and transparency.
Our agency creates 2D Motion Graphics that detail multi-factor authentication and data encryption protocols. These videos accelerate the sales cycle by addressing cybersecurity concerns early in the evaluation.
This animation uses 2D Vector graphics to highlight environmental and social impact metrics for institutional investors. Clear data visualization drives higher capital allocation from impact-focused funds.
This video creation focuses on long-term compound interest modeling using clean 2D animation styles. High-quality educational content increases YouTube channel engagement and strengthens brand authority.
Our studio utilizes 3D Motion Graphics to demonstrate cold storage solutions and private key management. This advertisement asset improves conversion rates on social platforms by simplifying complex blockchain concepts.
This series employs Kinetic Typography to explain tax-loss harvesting and capital gains strategies. Consistent video production helps advisors retain clients by demonstrating ongoing value and expertise.
How We Work
A meticulous six-stage process ensuring technical accuracy and commercial impact at every step.
Our writers work directly with your product team to craft technically accurate scripts that tell a compelling commercial story.
Every scene is planned frame-by-frame, ensuring the visual flow maps precisely to your platform logic and user journey.
Professional B2B narrators with agricultural vocabulary deliver your message with authority and clarity.
Custom visual assets are built to match your brand identity, from equipment renders to data dashboard recreations.
High-fidelity animation brings your hardware, software, and field data to life in a technically accurate and visually compelling format.
All files are delivered in every required format — web, 4K presentation, LinkedIn, YouTube, and trade show display.
Technical Production Standards
Our production studio utilizes 2D Isometric Vector and 3D Motion Graphics to represent complex financial architectures. These precise animation styles ensure that technical data remains legible and professional across all platforms.
We focus on technical accuracy to establish credibility with institutional stakeholders and retail investors. Clear video communication validates your product's security and reliability in the WealthTech sector.
Campaign Distribution & Scalability
We optimize advertisement assets for YouTube, LinkedIn, and Meta to reach specific financial decision-makers. Our agency ensures every video meets the technical specifications required for high-performance digital campaigns.
Our studio develops modular content that allows for rapid updates as your product roadmap evolves. This approach ensures your video library remains current without requiring full production re-shoots.
: Your clients often find market performance data too abstract to digest during critical review meetings. We produce targeted explainers that visualize portfolio shifts, turning complex financial statements into clear, actionable updates for your investors.
: Users abandon your software when they cannot grasp the immediate utility of a new feature update. Our video content isolates specific workflows to show exactly how your platform solves their day-to-day data management challenges.
: Stalled sales cycles occur when internal stakeholders struggle to articulate your firm’s unique trading strategies to their committees. We bridge this gap by creating precise, briefing-style assets that distill institutional logic into concise, decision-ready formats.
: New users remain hesitant to trust digital-first solutions with their capital due to a lack of physical visibility. We help you build authentic credibility by showing the human side of your technology and the rigor behind your security infrastructure.
FAQ
Let's Talk
Tell us about your platform, target audience, and timeline.