Financial Services and Fintech Video Production | San Francisco
Luma Creative produces video for financial technology companies, venture firms and financial services businesses across the San Francisco Bay Area. The work covers brand and product films, customer testimonials, portfolio and founder interviews, annual meeting coverage and short-form cuts for social.
Financial services clients
Selected work
What does compliance review mean for a financial services video?
Compliance review is the step where a firm’s legal or compliance team checks that a video does not make a claim it cannot support, does not read as investment advice, and carries whatever disclosure the firm is required to show. In practice it means the script is approved before the shoot rather than after, on-screen text is treated as a claim in its own right, and the edit is locked with enough time for a review pass that frequently returns changes.
What this sector usually needs
Brand and product films
Financial products are abstract and the temptation is to fill the screen with stock imagery of cities and handshakes. The better version finds the specific thing the company actually does differently and shows that.
Customer testimonials
A customer describing the problem before the product is more persuasive than the same customer praising the product. We shoot these as conversations and cut them short.
Portfolio and founder interviews
Venture firms need a repeatable format that can be produced for many companies without looking like a template. That usually means a consistent set-up and lighting, with the variation coming from the location and the subject.
Annual meetings and events
Multi-camera coverage where the audio matters more than the look, delivered with clean cuts by session.
Working with Luma Creative
We are based in San Francisco, which is where most of this industry sits, and we are used to working through a review process rather than around it.
Frequently asked questions
At the script stage, before anything is filmed. Reviewing a finished edit is how projects lose a fortnight, because a single flagged claim can mean a reshoot rather than a caption change. We hand compliance a locked script and a shot intent, and we keep the approved wording visible on set.
Yes, and the constraint shapes the interview rather than blocking it. We prepare questions rather than answers, and we shoot enough that a compliant cut still exists if a specific claim has to come out afterwards.
Yes. That work is covered on the day and cut fast enough to be useful while the meeting is still current, alongside the longer brand and product films that get made once.
Other industries we produce for
- Technology and SaaS
- Healthcare and life sciences
- Mobility and automotive
- Government and public agencies
- Restaurants, food and beverage
- Education
- Nonprofit and community
See all of them on the industries hub.