Our Explainer Video Production Process for Fintech Solutions

Overview: Tailoring Explainer Videos to Fintech

Explainer videos are powerful tools to simplify complex financial concepts and build trust in a Fintech brand. At Everything Motion, we follow a structured, step-by-step process to ensure each video is clear, engaging, and tailored to the unique needs of financial technology solutions. This process not only covers the usual stages of video production – from discovery through delivery – but emphasizes Fintech-specific considerations like regulatory clarity, technical accuracy, and audience trust. The result is an animated story that demystifies your product’s inner workings while keeping viewers informed and confident.

In the guide below, we outline every phase of our production workflow. We explain how each step – Discovery, Scripting, Storyboarding, Design, Animation, Voiceover, Sound Design, and Delivery – is handled with Fintech in mind. You will see how we work closely with you at each stage to translate complex jargon into digestible visuals, ensure compliance and clarity, and deliver a polished explainer video that resonates with your target audience. By adhering to best practices used by top-tier agencies and our own experience in Fintech storytelling, we’ve honed a process that consistently produces effective results.

Let’s walk through our Fintech explainer video process step by step.

Step 1: Discovery & Research – Understanding Your Fintech Product

Every successful project begins with a thorough discovery phase. In this kickoff step, we dive deep into understanding your Fintech solution, business goals, and audience. Our team conducts a detailed briefing to learn what your product does, why you want an explainer video, and who you are targeting. We’ll discuss the problem your technology solves, the key features to highlight, and any compliance or messaging guidelines (for example, financial regulations requiring communications to be “clear, fair and not misleading”).

During discovery, we encourage you to share insights about your users and industry. Fintech audiences can range from everyday consumers to B2B clients like banks or investors, and each may have different levels of financial knowledge. By capturing a comprehensive brief up front, we ensure our team is aligned with your brand’s voice and objectives. We’ll ask targeted questions such as:

• What is the main outcome you want from the video? (e.g., educating users, driving sign-ups, attracting investors)
• What tone and style fit your brand? (Formal and trustworthy? Friendly and simplified?)
• Where will the video be used? (On your website, social media, sales pitches, etc.)

This collaborative discovery process lays the groundwork for success. It brings our creative team up to speed quickly and makes sure everyone is on the same page. By understanding your Fintech product inside-out – from AI-driven algorithms to payment workflows – we can craft a story that hits the mark. The insight gathered here will guide all subsequent steps, ensuring the video’s messaging and style align perfectly with your goals and audience needs.

Step 2: Scripting – Crafting a Clear Financial Story

With a solid brief in hand, we move on to scriptwriting, where we turn your product’s value proposition into a compelling story. The script is the backbone of the explainer video – it defines what will be said and shown. Our writers work closely with you to transform technical jargon into clear, concise language that any viewer can understand. We follow a classic storytelling arc (“problem → solution → benefit”) to keep the narrative engaging from start to finish. In Fintech videos, this often means first identifying the finance pain point (e.g. “manual invoicing is slow and error-prone”), then presenting your solution (“our AI platform automates invoice approval”), and finally highlighting the payoff for the user (“you get paid faster with less hassle”).

Keeping it succinct is crucial. Attention spans are short, so we aim for around 60–120 seconds of runtime, which translates to roughly 150 words per minute. We ensure every sentence delivers value – explaining just enough to intrigue the viewer without overwhelming them with data or terminology. Fintech topics can be dense (think blockchain, APIs, or compliance rules), so we use plain language and relatable analogies. For instance, rather than writing “Our solution uses end-to-end encryption,” we might say “It’s like sealing your data in a secure vault that only you can open,” painting a mental picture that conveys the point simply.

During scripting, tone of voice is adjusted to match your brand and audience. A consumer-focused fintech startup might prefer a friendly, reassuring tone, whereas a B2B financial platform might need a more professional, authoritative voice. We reference your brief to infuse the right tone – whether that’s innovative and upbeat, or calm and trustworthy. We also consider terminology carefully: any unavoidable industry terms are explained in the simplest way to avoid jargon confusion.

Crucially, we involve your team in reviewing and approving the script. All key stakeholders should sign off on the narrative before moving forward. This avoids any late surprises – we’ve learned that when decision-makers see an already-animated video for the first time, they may request fundamental changes that are costly to implement at that stage. By locking the script early, we provide a stable foundation for the rest of the project. As one production expert put it, “if the script is subpar, the whole video will start crumbling” – so we take care to get the story right from the outset, ensuring it’s accurate, compelling, and Fintech-focused.

Step 3: Storyboarding – Visualizing Complex Concepts

Once the script is approved, we create a storyboard – a scene-by-scene visual outline of the video. Think of it as a comic strip or blueprint for the animation. Each panel in the storyboard represents a key moment in the video, pairing a rough sketch or placeholder imagery with the portion of script it corresponds to. This step is absolutely vital when dealing with complex financial or technical content, as it bridges the gap between words and visuals in a tangible way.

For Fintech topics, storyboarding is where abstract ideas become clear imagery. Our illustrators and creative directors brainstorm how to turn each concept in the script into an intuitive visual metaphor. For example, if the script discusses a “blockchain network”, the storyboard might depict it as a series of linked, locked boxes (a metaphor that conveys security and sequential blocks). If we need to show a multi-step digital payment process, we could storyboard a simplified flowchart or an animated journey of a coin through various stages. By plotting these ideas in a storyboard, we ensure that even intricate processes (AI algorithms, investment flows, compliance checks) will be explained with graphics that the audience can easily grasp.

Storyboarding offers several key benefits:

• Early clarity on visuals: It provides a preview of what the audience will see, allowing us and you (the client) to confirm that the imagery correctly supports the narration. We lay out the “visual vocabulary” of the video – the style of icons, characters, charts, and transitions – to verify they align with your brand and message before full production.
• Eases explanation of complex ideas: By seeing the plan in storyboard form, you can judge whether a scene truly simplifies the concept as intended. Does the graph we sketch make the data trend obvious? Is our metaphor for “digital wallet” immediately understandable? This stage lets us tweak visuals to better clarify tough concepts before animation makes changes difficult.
• Client collaboration and approvals: We invite your feedback on each frame. Even if you’re “not a visual person,” storyboard reviews empower you to weigh in on whether the imagery resonates and is accurate. It’s much easier (and cost-effective) to adjust a drawing or swap an icon at this stage than after full animation. Your input here ensures the video will meet your expectations and no major elements are off-base.
• Sets clear visual direction: A storyboard acts as a single reference point that guides our design and animation team. It locks in the scene compositions and key visual metaphors, preventing misunderstandings later. In essence, it’s a communication tool that keeps everyone – writers, artists, animators, and you – aligned on how the story will unfold visually. This greatly improves production efficiency, helping us stay on-schedule and on-budget by avoiding do-overs.

Our team usually presents the storyboard in a simple format (often a PDF or slides) with each panel alongside the corresponding script lines and space for your comments. We iterate on the storyboard with you until it’s approved and everyone is confident in the visual plan. By the end of this phase, we have essentially a visual script agreed upon – a critical milestone that de-risks the rest of the production. As one expert aptly said, “skip this crucial step… and you’re in for trouble”. We certainly don’t skip it at Everything Motion – storyboarding is part of our DNA for delivering high-quality Fintech explainers.

Step 4: Design & Illustration – Defining the Visual Style

With an approved storyboard, we move into the design phase, where static artwork is created for each scene. This is when our designers turn the rough sketches and concepts from the storyboard into polished illustrations, guided by your brand’s style. We start by reviewing your branding guidelines – colors, typography, logos, and any existing design language from your app or website. Fintech companies often have a modern, clean aesthetic to convey professionalism and trust; we make sure to incorporate those branding elements so the video feels cohesive with your overall identity. For instance, if your app uses a particular shade of blue associated with trust, we’ll carry that into the video’s color palette. If your product UI is shown, we’ll faithfully recreate its look in the animation for authenticity.

Our design team produces detailed style frames or key visuals for important moments in the video. These are essentially still previews of how the final animation will look, including character or icon designs, background graphics, and on-screen text treatments. At this stage, you’ll see your story take on its full visual form: charts might be designed with your brand fonts and colors, characters might be illustrated to match your target audience profile, and any metaphorical graphics (like that blockchain-as-locked-boxes example) will be refined into professional artwork. We pay attention to nuances important in Fintech storytelling – for example, choosing the right kind of chart or visual metaphor to increase clarity of data, or ensuring any people depicted appear diverse and inclusive if that aligns with your company values. All these details are easier to adjust now, on static images, than later on moving animation.

Client feedback is incorporated here as well. Perhaps you prefer a different icon style (e.g. more minimalist) or you want a particular object shown (say, a mobile phone with your app UI visible). We welcome these inputs to fine-tune the design. The goal is to nail down a clear and attractive visual style that will carry through the whole video. By the end of the design phase, every scene is illustrated in a way that supports the script and pleases the eye.

For Fintech explainer videos, the design phase is also where we ensure complex information is visualized optimally. Data visualizations, for example, are designed to be easily readable and not overly complicated. If your video involves showing growth or financial metrics, we use simple graphs or icons that get the point across instantly, rather than dense tables or tiny text. Our experience in financial storytelling helps here – we know how to represent things like “secure data exchange” or “investment diversification” with visuals that are both accurate and audience-friendly. Once you approve the illustrated frames and overall art direction, we proceed confidently into animation, knowing the video’s look and feel has your approval.

Step 5: Animation – Bringing the Story to Life

Animation is where the magic happens – we take the static designs and put them into motion. In this animation phase, our skilled animators breathe life into the illustrations, creating the dynamic sequences that will captivate your viewers. We follow the storyboard as our roadmap, so the structure of scenes and transitions is already decided; now it’s about making everything move smoothly and engagingly. Each asset (characters, icons, charts, text) is animated according to the timing of the script and the voiceover. For example, if the script says “transactions happen in seconds,” we might animate a clock or stopwatch icon rapidly ticking to reinforce that speed visually.

Fintech explainer videos often benefit from a balanced animation style – professional and clear, yet not boring. We aim for animations that are visually interesting (with movement that draws the eye to key points) but also purposeful (every motion should support understanding, not distract). Whether we’re animating an abstract concept like “cloud banking” or a concrete one like a mobile payment, we maintain clarity: using simple, clean movements and focusing the viewer’s attention on one idea at a time. Complex processes are animated step-by-step; for instance, showing the flow of money from a customer’s app to a merchant’s account with each stage highlighted in sequence. This sequential animation helps break down processes that would otherwise seem overwhelming if shown all at once.

Our team may use a mix of techniques – 2D motion graphics, character animation, sometimes subtle 3D elements or isometric style if it suits the project. Regardless of technique, the goal remains the same: to emotionally engage and inform. Good animation adds that spark which keeps viewers watching. It can use visual metaphors and storytelling (as planned in the storyboard) to turn abstract fintech services into relatable scenarios, thus helping viewers connect with your product. For example, animating a character successfully getting a loan approved via your app can personify the benefit for the audience, making the solution feel tangible.

The animation phase is typically the longest in production, often taking a couple of weeks for a ~90-second video, as our animators meticulously build each scene and transition. We keep you updated on progress and may even share a short sneak peek of a segment to show the style in motion, as a teaser. Once the first full draft of the animated video is ready, we present it for your review. Thanks to the groundwork in earlier steps, we usually see only minor revision requests at this stage (since the content and visuals were pre-approved). Our process ensures there are no surprises in the animation; it’s the planned storyboard coming to life, enhanced with fluid movement and charm. We then refine any feedback notes and polish the animation until you are fully satisfied with the result.

Step 6: Voiceover – Finding the Right Voice

While the animation is being crafted, we also produce a high-quality voiceover for the video. The voiceover is a critical element that carries your story’s narration and adds personality to the piece. In Fintech, the right voice can help establish credibility and relatability – for example, a warm and confident tone can make viewers trust a new financial service, whereas an overly salesy or monotonous voice might turn them off. We take care to select a professional voiceover artist whose tone, style, and language match your brand and audience expectations.

Early on, we’ll discuss preferences with you: Do you envision a male or female voice for your story? Should it sound youthful and energetic, or mature and authoritative? Are there particular accents or locales to consider (e.g., a neutral global English, or a specific regional accent if targeting a local market)? We maintain a roster of vetted voiceover talents and can also audition new voices if needed. Often, we’ll provide you with a few short samples of lines from your script read by different voices, so you can choose which resonates best with your brand image. Our goal is to find a narrator who embodies the character of your Fintech solution – be it friendly guide, expert advisor, or innovative disruptor.

Before recording the final voiceover, we ensure the artist understands the script’s nuances and the intended emotional tone for each segment. For instance, the voice might be slightly excited when talking about a problem being solved, then more reassuring when describing how the product works, and encouraging when delivering the call-to-action. This dynamic delivery keeps viewers engaged. We also pay attention to pacing; Fintech explanations can be dense, so the voiceover should not rush. The artist will pause at key points to let important messages sink in, and use inflection to emphasize critical terms (like “secure payments” or “instantly approved”).

Once you’ve approved the voice choice, we handle the recording process in a professional studio environment to ensure crystal-clear sound quality. The recorded voiceover is then synced to the animation timing. We often begin animation using a temporary voice track or AI-generated narration as a placeholder (this is part of creating an animatic, a rough timed-out version of the video). But when the final voice recording comes in, we replace the temp track with the real human narration, and adjust the animation timing if necessary to match perfectly. A strong, clear voiceover combined with precise animation results in a seamless storytelling experience. By the end of this step, your video has both sight and sound aligned to convey the message effectively.

Step 7: Sound Design & Music – Enhancing the Experience

With animation and voiceover in place, the next finishing touch is sound design. This involves adding background music and sound effects (SFX) to enrich the video’s audio landscape. While it might seem subtle, good sound design heightens engagement and gives the explainer video a professional polish. Think of it as the atmosphere that supports your story: the right music can set an optimistic or inspiring mood, and well-placed sound effects can emphasize visual actions (for example, a “cha-ching” coin sound when talking about revenue, or a gentle whoosh when a new feature is introduced on screen). These audio cues, used tastefully, make the content more memorable and dynamic.

For Fintech videos, we typically choose background music that is modern, unobtrusive, and confidence-building. Often an instrumental track that’s upbeat yet not overpowering works best – something that adds energy and pace, but still allows the narration to be the star. We have access to quality licensed music libraries and can propose a few track options that fit the tone (whether you want the feel to be corporate and sleek, or friendly and hopeful). If budget and time allow, we can even arrange custom music composition to perfectly match your brand’s theme, though library music is usually quite effective for most explainer videos.

Our sound designer will also integrate sound effects aligned with the visuals. These might include subtle interface click sounds when demonstrating an app, ambient office noise if a scene shows a work setting, or gentle motion sounds when objects animate on screen. The key is subtlety – the audience should feel the sound effects enhancing realism or highlighting actions, but never be distracted by them. We mix the voiceover, music, and SFX carefully so that the narration remains crystal clear (no competing frequencies or volumes). If needed, we adjust the music volume at certain moments – for instance, lowering it slightly during crucial lines of dialogue, then bringing it up between sentences or during visual-only sequences.

Finally, we ensure the overall sound mix meets professional quality standards. The resulting audio should sound balanced whether on laptop speakers, headphones, or a conference room sound system. A well-designed audio track immerses viewers in the experience, making your Fintech story not just seen but also felt. It adds emotional depth – for example, a rising musical tone during the problem resolution can inspire confidence in the solution. In short, sound design adds that last layer of engagement, combining with the animation to create a “symphony” of sight and sound. Once this stage is complete, your explainer video is essentially ready to meet the world.

Step 8: Delivery and Launch – Final Cut and Client Success

The final step is delivery – getting the finished explainer video into your hands (and onto your platforms) in the formats you need. Once you have approved the fully produced video (animation, voiceover, music, and all), we will render the final high-resolution files. Typically, we provide the video in common formats such as MP4, suitable for web streaming, social media, or presentation use. If you have any specific requirements (e.g. a 4K resolution for large displays, or a square 1:1 version for social feeds), we can accommodate those during output. We ensure the video is optimized for online use, meaning a good balance of quality and file size so it plays smoothly on your website or other channels.

Along with the video file, Everything Motion can assist with some guidance for launch if needed. We’ve seen that an explainer video is most effective when it’s integrated into your marketing strategy from day one of delivery. For example, you might embed it prominently on your homepage or product page (to increase conversion and understanding), share it in email campaigns, and post it across LinkedIn, YouTube, and other social platforms for maximum reach. We advise leveraging the video “everywhere – on your blog, your website, your social media pages – anywhere you communicate with your audience”. In Fintech particularly, a well-placed explainer video can significantly boost user comprehension and trust, so we want you to get the most value out of it.

Our team remains available for any support after delivery. Need a shorter cut-down version for an ad? We can help edit one. Require subtitles or different language voiceovers for regional audiences? We can provide those as well. We also deliver source files when requested, giving you the flexibility for future tweaks or localization. The project concludes only when you are completely happy with the outcome and ready to deploy the video.

Finally, we love to see results. We encourage you to monitor engagement metrics – like how long people watch, or increases in sign-ups – once the video is live. This feedback helps confirm the explainer video is doing its job, and it informs any future video projects or iterations. At Everything Motion, our goal is not just to hand over a file, but to ensure that the explainer video truly drives understanding and conversion for your Fintech solution. From kickoff to delivery, we position ourselves as your partner in communication success.

In summary, our Fintech explainer video process is designed to transform your complex financial product into a clear, compelling visual story. By following these steps – and tailoring each one to the nuances of Fintech content – we deliver videos that simplify the abstract, build credibility, and engage your audience from the first second to the last. We pride ourselves on a process that is collaborative, transparent, and quality-focused at every stage, ensuring you feel confident and involved throughout. When you work with Everything Motion, you’re not just getting an animation vendor; you’re getting a storytelling partner specialized in Fintech, committed to making your message clear, accurate, and impactful. Let’s get things moving and create a video that brings your innovation to life in the eyes of your audience.