Turn complex products, disclosures, and market updates into compliant, on-brand videos in hours – not weeks. Designed for banks, insurers, asset managers, and fintechs.
Why it matters
Benefits
Route videos through marketing review, compliance approval, and supervision with timestamps, versions, and reviewer notes. Maintain records to support FINRA/SEC retention policies, complaint handling, and internal audits.
Embed required disclosures (APR ranges, assumptions, risk warnings, performance caveats, fee tables) as locked components. Reduce the chance of missing “past performance” language, hypothetical return disclaimers, or product eligibility constraints.
Produce market commentary, policy changes, and rate announcements quickly while keeping approved phrasing. Ideal for weekly outlooks, volatility explainers, and central-bank decision recaps where speed and accuracy both matter.
Localize videos for regions and client segments – retail, HNW, SMB, institutional – while preserving compliant wording. Support accessibility with captions, transcripts, and language variants to improve comprehension and reduce servicing calls.
Use cases
Challenge
Product marketing needs dozens of short videos for advisors and clients explaining features, fees, and risks for funds, structured notes, or insurance riders. Manual editing increases the chance of inconsistent risk statements and delayed compliance approvals.
Solution
AI Video Studio generates scripts from approved product sheets and prospectus language, applies pre-approved video templates, and automatically inserts standardized disclosures and risk frames. Compliance reviews changes via tracked versions before distribution to advisor portals and email campaigns.
Challenge
Digital onboarding requires clients to understand KYC, source-of-funds checks, e-sign consent, and account funding steps. Confusing instructions drive drop-off and increase call-center volume.
Solution
Create step-by-step onboarding videos tailored to account type and jurisdiction, with clear explanations of KYC/AML requirements and what documents are acceptable. Publish variations for mobile, branch, and contact-center use with consistent language and accessibility support.
Challenge
Teams must communicate policy changes – fee updates, terms revisions, new consumer duty disclosures, privacy notices, or claims procedures – quickly and consistently across web, app, and email while proving what was communicated and when.
Solution
Use AI Video Studio to produce templated announcement videos with date-stamped disclosures and archived versions. Distribute to multiple channels and retain an audit trail of approvals, published assets, and supporting documentation.
More industries
FAQ
AI Video Studio is designed to fit supervised communications workflows. You can configure multi-step approvals (marketing – compliance – legal – supervision), lock mandatory disclosure components, and maintain version history with reviewer notes. This helps teams demonstrate how content was created, reviewed, and published, supporting recordkeeping expectations and internal audit requirements.
Yes. Teams can create reusable, locked disclosure modules for common requirements such as “past performance is not indicative of future results,” hypothetical performance caveats, fee and expense explanations, and jurisdiction-specific risk warnings. These modules can be automatically appended or embedded based on video type, product, or distribution channel.
Yes. Retail teams can produce onboarding, credit education, fraud-prevention, and rate-change videos. Wealth and asset management teams can publish market updates, portfolio education, fund explainers, and advisor enablement content – all while keeping terminology, suitability context, and disclosures consistent with your policies.
Use controlled inputs and governance. AI Video Studio can generate scripts from approved source materials (product sheets, prospectus language, policy documents, rate tables) and restrict generation to your approved knowledge base. Pair this with required human review and locked compliance language to reduce the risk of unsupported claims, misstatements, or missing context.
Join financial services businesses using The AI CMO to outmarket the competition.