Explainer Video for Fintech Business

Why Choose an Explainer Video for a Finance Technology Company?

Case Study: WizeFi - Your start-to-finish wealth-building system

How We Achieved This Solution

WizeFi is a unique all-in-one service with an interesting concept. Making an explainer video for them was just a matter of deciding how to present a story that’s relatable to their target market creatively. We decided to use the “Meet the Fosters” in combination with a fluid motion graphic and a sprinkling of 3D animation.

WizeFi offers a companion app along with other subscription-based services such as consultation and education. We wanted to highlight each important feature within WizeFi’s app with distinguishable color -- hence the colorful tone. In addition to that, we made sure to mention their affiliate link, which is another interesting selling point for WizeFi.

Notable Features from the Video

• The animation in this video is remarkably fluid, considering the number of on-screen elements it has.

• Majority of the design from 0:35 to 0:59 referred to the actual user interface of WizeFi’s app.

• We decided to use a 3D design for the smartphone you see in the video which enhances the overall visuals and brings more variety to the animation as a whole.

Case Study: Sage Pay - Simple, Flexible & Secure Payment Services

How We Achieved This Solution

Sage Pay’s e-invoicing is a straightforward service that helps businesses manage their financial administration. Almost all business are familiar with this challenge, and that’s why we didn’t want to spend too much time describing the issue.

We introduce Sage Pay as early as possible in this video to provide more time for other selling features. Throughout the video, we included a glimpse of how a transaction within Sage Pay will happen -- a brief tutorial video of some sort.

Notable Features from the Video

• This video is really fast-paced due to the transition and progressive narration.

• In addition to being an explainer video for Sage Pay’s service, the step-by-step explanation from 0:22 to 0:38 in this video can also serve as a tutorial.

• Highlighting that there are only 4 steps to take in completing a transaction using Sage Pay shows the audience how user friendly the app is.

• The final scene where all the invoice stacks disappear induces a sense of achievement that can be gained from using Sage Pay.

Case Study: 8 Securities

How We Achieved This Solution

The fintech industry continually receives daily investments in its development. To make 8 Securities stay ahead of the game (now being rebranded as they are acquired by SoFi), we know that we have to work with brevity and creativity, and nothing does it better than motion graphic animation.

Considering that 8 Securities also appeal to Millenials and other younger generations, we focus on a clear, minimalistic design that can help viewers of all ages understand the service it offers. The endearing animated characters also enhance the visuals to showcase its features without actually saying them aloud.

Notable Features from the Video

• Text overlay on the video helps the viewers to retain the message easily even when the video is muted.

• Smooth transitions and motion graphics used in this video makes it easily noticeable across digital channels, especially social media.

• User interface is shown to give viewers a sneak peek at how to use the service.

• Uplifting background music adds a level of interest and fun without overpowering the core message.

Case Study: SoFi

How We Achieved This Solution

The best way to deliver complex messages like this one is to use a minimalist, sleek 3D animation. The use of 3D elements wasn’t just for aesthetics. It allowed us to present abstract concepts in a clear, tangible way.

We paired these elements with pastel-toned backgrounds to make sure the motion graphics stood out while maintaining a sleek and professional look. Meanwhile, kinetic text overlays and subtle motion cues were incorporated to guide the viewer’s attention and reinforce key takeaways without overwhelming them.

Every visual choice was made to prioritize clarity and user experience so that the video remains focused, informative, and visually compelling.

Notable Features from the Video

• The video was crafted in distinct sections, allowing each message to stand alone or work cohesively as part of a larger narrative. It’s ideal for repurposing across platforms.

• Visual elements were influenced by familiar app and dashboard interfaces, subtly reinforcing SoFi’s digital-first identity and making the experience feel intuitive.

• Brand colors, typography, and iconography were thoughtfully embedded into the visuals, maintaining a professional tone while strengthening SoFi’s brand presence.

• The pacing, text size, and visual clarity were designed to perform well across both desktop and mobile screens to ensure accessibility and engagement on any device.

Benefits of Using an Explainer Video for a Fintech Company