As a primarily relationship-driven business, financial services requires developing deep, personal connections with clients, prospects, and partners. To maintain these connections in an increasingly remote and hybrid world, many financial institutions have turned to video.

We surveyed 600+ professionals who work across wealth management, HR, learning and enablement, marketing and communications, and creative service departments at financial services organizations to better understand the growing trend of video content creation. We found that many teams have faced challenges creating video remotely, as well as scaling their output due to process bottlenecks.