Industry / Financial Services

The leading video creation platform for Financial Services

Socialive makes video creation easy — delivering compliant, on-brand content that builds trust, and drives measurable impact.

trusted by
stand out
with video

Socialive empowers enterprises to scale video fast, compliant, and on brand, turning content into a repeatable growth engine.

All the tools you need to create more video

Showcase executive and expert voices or connect better with employees and clients at scale — no technical expertise required.

Create short, authentic video to break through and capture attention fast

Produce longer-form content to drive deeper engagement

AISuite (coming soon)

Enhance the quality of the video you create and accelerate the process

Laptop on a desk with Socialive open

Create faster while maintaining compliance

Our intuitive platform speeds up content creation, branded templates keep content consistent, and enterprise controls ensure compliance.

Speed up creation

Collaborative and seamless workflows keep projects moving

Brand consistency

Templates with brand-safe visuals for rinse and repeat recordings

Ensure compliance

Transcripts for effective reviews and role-based permissions mitigate risk

Explore our platform

Trusted by leading Financial Services firms

From global banks to asset management, financial services trust Socialive to simplify enterprise video creation while meeting the highest standards of quality and compliance.

“With Socialive, we’ve cut video turnaround from weeks to hours while keeping every asset compliant. It’s allowed us to scale our thought leadership, boost visibility, and strengthen our relationships with clients.”
— Chief Communications Officer, Global Investment Bank
Use cases

Authentic video for every audience

Engage prospects, clients & talent

Break through the noise and build trust across the marketplace through video that informs, educates, and inspires.

Executive insights

Market updates

Podcasts and webinars

Product overviews

Client success stories

Day-in-the-life videos

Connect with & train employees

Keep teams informed, aligned, and motivated with video that simplifies complex information, strengthens culture, and drives engagement across the organization.

Leadership updates

Townhalls

Strategic announcements

Skills & training sessions

Win celebrations

Employee spotlights

Video breaks through the noise and increases visibility for financial services firms

Trust us — we literally wrote the report on it!

53x
organic traffic
Video improves SEO and social media reach, outperforming other content formats.
95%
knowledge retention
Buyers retain 95% of a message in video, compared to only 10% when the same message is read in text.
56%
more leads
Half of consumers purchased financial products or services after viewing a video.
Download the report
enterprise-grade security

Built from the ground up for regulated industries

SOC 2 Type II compliant
with full audit trails
Role-based permissions
Built-in governance controls

Trust drives business. Firms win with authentic video at scale.

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FAQs: Compliant enterprise video for financial services

How can financial services firms scale video content across teams?
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Using an enterprise video platform like Socialive, financial institutions can scale compliant, on-brand video creation across departments—without overwhelming creative services or expanding your tech stack.

How does Socialive ensure enterprise compliance?
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Socialive supports SOC 2 Type II and ISO 27001 standards with video templates, role-based permissions, and audit-ready content review workflows to maintain brand control and mitigate regulatory risk.

What types of videos support financial advisor marketing?
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Financial advisor videos showcasing financial tips, market trends, or day-in-the-life stories drive engagement and boost your financial advisor marketing strategy.

How can short-form video increase engagement?
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Snackable video drives deeper engagement across channels. Financial firms using short, authentic clips see up to 2x higher engagement than traditional email or static content.

What’s the best way to improve brand and audience awareness?
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Video helps increase awareness quickly. Use short-form clips to introduce products, explain financial literacy topics, and position experts as trusted voices.