Expert Financial Services Video Production Company

Financial products, compliance changes, benefits, and investor concepts can be difficult to explain quickly. TruScribe helps financial services teams turn complex messages into clear, memorable video content using hand-illustrated whiteboard animation, strategic scripting, narration, localization, and accessibility support—so prospects, employees, advisors, and customers understand faster and act with confidence.

Financial services whiteboard video production

Our Financial Services Video Production Services

Strategic video, illustration, scripting, and localization services for complex financial communications.

Whiteboard Explainers

Hand-drawn whiteboard explainers simplify complex financial products, services, processes, and customer education topics using continuous visual motion that improves attention, comprehension, and message retention.

Strategy & Ideas

Content experts help define the message, audience, structure, and change-management approach so financial services communications explain what matters, why it matters, and how viewers should act.

Script Assistance

TruScribe copywriters develop, edit, or refine scripts from drafts, outlines, presentations, interviews, and source materials, optimizing every line for pacing, voiceover, and visual explanation.

Media Production

Hybrid media production combines web-recorded interviews, on-location footage, editing, illustration, and animation to create authoritative financial services videos with strong human context.

Localization & Accessibility

Translation, professional narration, subtitles, closed captions, and sound design help financial services teams reach global audiences and improve accessibility across internal and external communications.

Financial Infographics

Hand-drawn infographics convert financial data, market landscapes, process flows, and customer journeys into clear visual summaries for presentations, sales tools, campaigns, and thought leadership.

Financial services video production storyboard process

Our Financial Video Production Process

Define The Financial Communication Goal

TruScribe begins by identifying the audience, message, desired action, and source materials. For financial services, this often means clarifying regulatory language, product details, internal process changes, or customer education goals before creative production begins.

Shape The Script And Story

Illustrate The Mental Model

Produce The Finished Video

Deliver And Deploy Assets

Trusted By Leaders

Success Stories

See how enterprise teams use clearer visual communication to improve understanding and action.

"The head of Information Security at Lilly wanted to create security training using "whiteboard animation." We turned to Truscribe's pioneering work in the area. Truscribe was a great partner to both our company and to Lilly. The video created a lot of attention in the Information Security space, including a..."

Tom Pendergast, Ph.D.
The TruScribe Difference

Why Choose TruScribe?

TruScribe brings strategy, science, and production expertise to high-stakes financial communication.

Scribology

Scribology uses neuroscience and cognitive science to make financial concepts easier to understand and remember.

Proven Scale

Over 5,000 completed projects give TruScribe proven experience with complex enterprise communication challenges.

Enterprise Trust

Trusted by Fidelity, Morgan Stanley, Walmart, Merck, Siemens, HPE, and 1,000+ B2B organizations worldwide.

Full Service

Scripting, illustration, narration, localization, accessibility, and editing all integrate into one streamlined production process.

Meet The TruScribe Team

Experienced leaders behind neuroscience-backed visual communication.

Portrait of Andrew 'AJ' Herkert, Co-Founder and CEO of TruScribe

Andrew 'AJ' Herkert

Co-Founder | CEO

Andrew 'AJ' Herkert is the Co-Founder and CEO of TruScribe, the pioneering whiteboard animation studio he helped establish in 2010. With over 15 years of leadership in the B2B visual communications space, AJ has been instrumental in growing TruScribe into a trusted partner for Fortune 500 companies and organizations worldwide. Under his guidance, TruScribe has delivered more than 5,000 projects and accumulated over 100 million video views. AJ is passionate about leveraging neuroscience-backed storytelling to help businesses simplify complex ideas and drive measurable results. His commitment to innovation and client success has made TruScribe the leading provider of whiteboard video solutions for industries ranging from healthcare and financial services to technology and manufacturing.

Portrait of James Herkert, Chief Operating Officer of TruScribe

James Herkert

Chief Operating Officer

James Herkert serves as Chief Operating Officer at TruScribe, the family-owned and operated whiteboard video studio founded in 2010. In his role, James oversees the day-to-day operations that enable TruScribe to deliver more than 500 high-quality whiteboard animation videos annually to B2B clients across the globe. His operational expertise ensures that each project — from Fortune 500 training programs to complex sales enablement campaigns — is executed with precision, consistency, and measurable impact. James is dedicated to maintaining TruScribe's reputation for excellence, upholding the company's client-first values, and supporting the proprietary Scribology process that sets TruScribe apart in the whiteboard animation industry. His work helps clients in healthcare, technology, finance, and beyond achieve clarity in their most critical communications.

Portrait of Jim Herkert, CEO, President, and Co-Founder of TruScribe

Jim Herkert

CEO & President, Co-Founder

Jim Herkert is the CEO, President, and Co-Founder of TruScribe, the family-run whiteboard video studio he co-founded in 2010. With a decade and a half of experience in B2B visual communications, Jim has led the company to become pioneers of the original whiteboard video format for corporate communications. He has overseen the delivery of over 5,000 projects for more than 1,000 clients worldwide, including globally recognized organizations such as Microsoft, NASA, Google, and Walmart. Jim's vision — to make communication more effective by expanding how the world understands and retains ideas — drives TruScribe's proprietary Scribology method, rooted in neuroscience and cognitive science. His leadership reflects a deep commitment to client outcomes and transformative storytelling.

Frequently Asked Questions

What is financial services video production?

Financial services video production creates videos for banks, wealth management firms, fintech companies, insurance providers, and internal finance teams. Common uses include product explainers, compliance training, investor education, advisor enablement, onboarding, and change management. TruScribe specializes in simplifying complex financial topics through whiteboard animation, strategic scripting, narration, illustration, and accessible post-production.

Why use whiteboard animation for financial services content?

Can you produce compliance or training videos for financial teams?

Do you help with scripting financial services videos?

What experience does TruScribe have with enterprise clients?

How long does a financial services video project take?

Can videos be localized or made accessible?

How much does financial services video production cost?

Still Have Video Questions?

Get expert guidance before your next financial services video project.

Recognized & Trusted

Awards and Recognition

Summit Award recognition badge

Summit Award

Recognized excellence in security training communication.

Enterprise client trust badge

Fortune 500 Trust

Trusted by enterprise and financial services leaders.

Scribology method certification badge

Scribology Method

Neuroscience-backed method for clearer message retention.

Ready To Clarify Your Financial Message?

Share your goals, audience, timeline, and source materials. TruScribe will help shape the right video strategy and next steps.

Contact Us Today

For immediate assistance, feel free to give us a direct call at (888) 648-4944. You can also send us a quick email at getscribing@truscribe.com.