Veld client on the company sale
Mergers and acquisitionsA founder walking through the sale of his company. High-stakes financial stories need room to breathe, and this one uses every second.
Finance testimonial videos
Client stories for firms where trust is the product. Filmed to your compliance process, with nothing quantified on screen that your reviewers have not already approved.
Filmed for Veld Mergers and AmeriLife. Client releases signed in advance, compliance review built into the schedule. Or build your own estimate in two minutes.
Finance work we have shipped
Clients of financial services firms, talking about outcomes that mattered to them.
Veld client on growth
AdvisoryThe shorter cut of the same format. Three minutes is usually enough when the outcome is simple to state.
Veld client story: David
AdvisoryThree client stories filmed as one programme. Batching is how a firm builds a library rather than a single film.
AmeriLife brand film
Financial servicesThe brand film that sits above the client stories. Prospects check both, usually in that order.
How a finance client story runs
Six steps from scope to delivery, and about four weeks from filming to the final cut.
Scope and compliance reviewWe agree the story and what can be said before anything is written. Your compliance team sees the question list, not just the finished cut.-
Client consent and releaseYour client signs a plain-English appearance release in advance, and agrees separately to anything specific being named or quantified.
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Location and discretionTheir office, your office or a neutral room. We clear screens, documents and anything client-identifying out of frame before we roll.
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FilmingOne crew, half a day per client. An interview plus b-roll, with a small quiet crew rather than a production that draws attention.
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Edit and compliance sign-offYou review a cut, compliance reviews the same cut, and we hold the changes in one round. Nothing quantified reaches a master unapproved.
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Deliver and protectThe master plus short cuts for the site and LinkedIn. Raw footage stays with us, access limited to the people you name.
Which finance film do you need?
Four formats, and most firms buy two of them.
This page
Single client story
One client, one outcome, one film
- Length
- 2 to 4 min
- Runs on
- Website, pitch decks, referrals
- Cost
- $3,500
Batch day
Two to four clients in one visit
- Length
- 2 to 4 min each
- Runs on
- A whole library from one shoot
- Cost
- $8,500–$15,000
Video case study
The transaction, with approved figures
- Length
- 3 to 5 min
- Runs on
- Institutional pitches, RFPs
- Cost
- From $12,000
Firm brand film
Who you are, above any one client
- Length
- 1 to 3 min
- Runs on
- Homepage, recruiting, events
- Cost
- $8,500–$18,000
Most firms film three clients in one day and release them over a year. It costs less than two separate shoots and it gives compliance one review cycle instead of three. Ranges follow our pricing page.
What finance testimonial video production means here
Finance testimonial video production is the filming of a client of a financial services firm describing what the firm did and what came of it. It covers single client stories, batch days that build a library in one visit, video case studies carrying approved figures, and firm brand films that sit above the individual stories.
Everything difficult about this format is upstream of the camera. Your client has to agree to be named, your compliance team has to agree to what can be said, and neither conversation should be happening in week three of an edit. So we put the question list in front of compliance before the interview and get anything quantified approved before the shoot day. It makes the review round short and it means nothing gets cut for reasons that were knowable in advance.
1Who is it for?
Mergers and acquisitions advisers, wealth and asset managers, private equity and venture firms, insurance and benefits businesses, fintech companies, and accounting and advisory practices.
2What do you get?
One finished master plus short cuts for your site and LinkedIn, with raw footage archived and access limited to the people you name.
3How long does it take?
About four weeks from filming to the final cut, assuming one consolidated compliance round. Filming is half a day per client.
Every finance film we make
Six formats, and most firms buy two of them.
What finance testimonial videos cost
Real ranges rather than a call for a quote. Half a day per client is the unit everything is built from.
| Package | Typical range | What it covers |
|---|---|---|
| Single client story, half day | $3,500 | One local interview, b-roll, one master plus cutdowns |
| Batch day, two to four clients | $8,500–$15,000 | Back-to-back interviews at one location, an edit each |
| Transaction case study | From $12,000 | Client interviews, approved figures on screen |
| Firm brand film | $8,500–$18,000 | Multi-location filming, partners and team |
| Out-of-state travel day | $6,000–$8,000 | One shoot day, travel and accommodation at cost |
| Extra cutdowns | $750 each | Vertical, square and short cuts from footage already shot |
Building your own scope? Pre-production runs $1,000 to $1,500, a shoot day $6,000 to $8,000, and editing $2,000 to $4,000 per finished film. Cutdowns are $750 each. These match our pricing page and budget estimator.
Why finance firms are comfortable filming with us
Compliance sees it first
The question list goes to your reviewers before the interview, not the finished cut afterwards. That is the difference between a short review and a rebuild.
Nothing quantified without approval
Figures reach a master only once your compliance team and your client have both signed off on them.
Client discretion on the day
Screens, documents and anything client-identifying come out of frame before we roll. We work in occupied offices without announcing ourselves.
A small crew, not a production
Two people and quiet gear. Your client is giving you a favour, and a film unit in reception is not how you thank them.
We interview, we do not script
A client reading your marketing copy destroys the only asset this format has. We ask questions and cut to what they said.
One day, one review cycle
Three clients filmed together gives compliance a single review round instead of three, which is usually the real saving.
Testimonial pages finance teams use next
The rest of the testimonial cluster, and where each format sits.
Testimonial video production
The full service page: formats, process and pricing.
Video case studies
Transactions, with approved figures on screen.
Customer testimonial videos
The wider B2B version of this format.
Brand videos
The firm film that sits above client stories.
Testimonial video ads
The same interview, cut for paid.
Testimonial video cost
Every format with its real range.
Where we film
Irvine Los Angeles San Diego San Jose San Francisco New York and nationwide for multi-site systems. Back to all industries.
What clients say about working with us
Veld Mergers, AmeriLife and Moonfare have all had client and brand work filmed here, alongside finance education and training series.
They impressed us with prompt responses, ensuring we met all filming objectives without missing a beat. The quality fully met my expectations.
7 Hills Productions went above and beyond in terms of quality, professionalism, responsiveness, and timeliness. They captured our vision perfectly.
They did an amazing job providing a great product. Very easy to work with, we decided to keep working with them for a year-long campaign.
Finance testimonial video FAQs
How do you handle compliance review?
Your reviewers see the interview question list before we film and the same cut your marketing team sees afterwards. Anything quantified is approved before the shoot day rather than discovered in the edit.
Will our clients agree to appear?
More often than firms expect, particularly after a good outcome. We send a plain-English release in advance and ask separately about anything being named or quantified, so nobody is surprised on the day.
What does a finance testimonial video cost?
A single client story filmed locally is $3,500. A batch day covering two to four clients is $8,500 to $15,000, which is how most firms build a library. Our pricing page and budget estimator have the full breakdown.
Can you film in our offices during business hours?
Yes. We work with a two-person crew and quiet gear, and we clear screens, documents and anything client-identifying from frame before rolling.
Can we put performance figures on screen?
Only what your compliance team and your client have both approved. We agree that list at scope so the edit is never built around a number that later has to come out.
Do you script the client?
No. A client reading marketing copy back to camera removes the only advantage this format has. We interview with agreed questions and cut to what they actually said.
How many clients should we film at once?
Three is the usual answer. It fits one shoot day, gives compliance a single review cycle, and gives you a year of releases rather than one film.
Where do you film finance testimonials?
Across California and nationally. We are based in Irvine and film regularly in Los Angeles, San Diego, San Jose and the Bay Area, and we travel to client offices out of state.
Who owns the footage?
You own the finished films and the licensed footage. We archive the raw material and project files, and access is limited to the people you name.
Start a finance client story
Tell us the client, what compliance will allow and roughly when you need it. You get a written scope and a number back, usually the same day.
4.9 on Google5.0 on ClutchShot and edited in houseRaw footage included
Start your financeReply within one business dayGet a quote
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