Case Study

Financial Advisor Video

How do you record video for financial advisors dispersed around the country?

This remote video endeavour created over 120 videos in its first 6 months with real-time coaching to help advisors communicate with their clients.

Financial Advisor logo

Goals

  • Provide a supportive environment for advisors to produce engaging videos that help grow their business
  • Provide a process to manage compliance approved scripts
  • Assist advisors in recording videos that were compliant and social media ready
self recorded remote video produced

Company

One of America’s largest financial advisory groups. The company serves millions of clients and manages trillions in assets for businesses and individual investors.

Industry

Financial services and investing

Key Services Used

  • Remote Video Production
  • Live on-camera coaching
  • Script Compliance Management
  • Video Editing with AI Enhancements
  • Live Customer Support

Challenges

  • Remote Financial Advisors: Advisors needed to record from their offices located around the US and Canada
  • Script Compliance: Being in a highly regulated industry, it was important that advisors only record approved scripts
  • Ease of Use: Advisors needed a low-friction process to record high quality video

Our Solutions

Script Compliance Management

  • Insure that financial advisors only read approved scripts to remain in compliance

Remote Recording

  • Our remote recording platform allowed advisors to record from their offices or homes
  • Both Producer-Led and Self-Led recording sessions were provided
  • Scripts were provided after compliance approval
  • Advanced editing using AI to enhance video quality and ensure compliance

Video Editing

  • Best take selection
  • Branding
  • Compliance monitoring
black lady in video frame
Remote Producer for Business Video Production

Producer-Led Recording Sessions

Implementation

Script Compliance System

  • Producer-Led Sessions scheduled
  • Self-Record platform provided
  • Compliance-approved scripts were loaded into a teleprompter library
  • During recording, the scripts were presented on screen to the financial advisors
  • Completed videos were presented through a web-based review system for final approval

Remote Recording and Coaching

  • Financial advisors met Content Monsta producers in our virtual online studio
  • Producers coached advisors and managed the recording process
  • Equipment sent to some financial advisors to enhance their video, audio, and lighting

Video Enhancements in Post-Production

  • Background items subject to copyright were removed
  • Eye line (looking at camera) corrected using AI tools
  • Edits of best takes compiled into the best end-result performance
Riverside with Ann guest and camera contols
self video record request for remote video production

Results

  • Downloads: 120 videos in its first 6 months
  • Compliance: Scripts and teleprompters for advisors reduced compliance team review time
  • Enhanced Advisor Performance: Real-time coaching by producers coached advisors to their best performance
Videos
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Financial Advisors
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