Video is no longer a nice-to-have. It’s the standard for digital communication, and banks that fail to embrace it risk falling behind more innovative competitors. From marketing and sales to support and internal training, video has carved out a vital role in the financial services sector.
This article walks through why and how your financial institution should take video seriously, and how platforms like Visla make execution efficient, scalable, and affordable.
Why video matters for banks
Let’s start with the obvious: banking is built on trust. And nothing builds trust like a face and a voice telling you something that matters.
Video offers a human touch. It explains complex concepts clearly, captures attention fast, and connects emotionally. Financial products are often abstract or intimidating to customers. Video makes them approachable, giving you the opportunity to literally put a human face on it.
In fact:
- Viewers retain 95% of a message when they watch it in video form compared to only 10% when reading it.
- 73% of people prefer short videos over text when learning about products.
- 87% of businesses say video helps drive sales.
Banks aren’t just competing on interest rates anymore. They’re competing on experience, education, and engagement. Video marketing checks every box.
How banks can leverage video
1. Customer education
Use video to demystify products. Personal loans, home equity lines of credit, and retirement plans can all be explained clearly with short video content.
For example, a two-minute animated explainer on how your new mobile banking app works can drive adoption more effectively than a PDF guide ever could. Want to promote your new rewards card? A 30-second promotional video with lifestyle imagery and clear value propositions can drive more clicks than any banner ad.
With Visla’s AI-powered video generator, marketers can turn scripts, blog posts, or even just bullet points into professional-grade videos in minutes, complete with stock footage, background music, and automatic subtitles.
2. Sales enablement
Personalized video messaging helps humanize digital-first sales processes. Relationship managers can record a quick thank-you after a discovery call or send a 90-second walkthrough of a proposed lending solution.
Visla’s teleprompter and multi-segment recording tools make this not only easy but polished. Bankers stay on message while sounding natural. With support for side-by-side and picture-in-picture layouts, it’s easy to walk clients through presentations or application steps visually.
Videos can be reused across client segments, ensuring consistency and scalability in sales enablement.
3. Customer support and onboarding
Video is a powerful tool to reduce support tickets and improve user satisfaction. Instead of relying solely on lengthy FAQ articles, offer customers how-to videos:
- How to activate your debit card
- How to set up two-factor authentication
- How to dispute a transaction
With Visla’s screen recording and AI step recorder, teams can quickly create and annotate recordings that show customers exactly what to do, step by step.
When combined with Visla’s scene-based editing, it becomes easy to update a single segment if procedures change, without redoing the entire video.
What makes Visla ideal for banks
Let’s break down why Visla specifically fits the needs of financial institutions ready to embrace video.
Our AI saves time
Visla’s AI handles the heavy lifting:
- Auto-cuts filler words and awkward pauses
- Generates summaries and subtitles instantly
- Suggests B-roll, music, and even mood-matched visuals
Your team can go from raw footage or a blog post to a finished video in hours instead of weeks.
Collaborative, secure Workspaces
In a bank, multiple teams are involved in video creation: marketing, compliance, sales, and training. Visla’s collaborative editing features allow all stakeholders to review, comment, and approve in one platform, with clear permission controls.
This ensures everyone stays aligned in our Workspaces and Teamspaces, and projects don’t get stuck in email purgatory.
Flexibility for any use case
From screen recordings and webinars to narrated explainers and social ads, Visla supports it all. Record straight from your browser, use your phone as a webcam, or import external footage. Add branded intros and outros, voiceovers, captions, and more, all from the same tool.
Visla even includes an API, allowing enterprise banks to integrate video generation into CRMs, client portals, or internal systems.
Scalable pricing for teams of all sizes
Whether you’re a community credit union or a multinational bank, Visla has a plan that fits. With generous limits, powerful AI tools, and an intuitive credit system, it scales as your video strategy matures.
Future-proofing financial services
Younger demographics are increasingly mobile-first, video-first, and skeptical of traditional advertising. They don’t want brochures. They want clarity. They want human. And they want it fast.
Video is the most effective way to meet that demand. As AI continues to simplify the process, there’s no longer a reason to delay.
Whether you’re aiming to:
- Increase trust and brand equity
- Speed up sales cycles
- Reduce support volume
- Improve onboarding and training
you need a video strategy. And the best time to start was yesterday.
Your bank needs video
Banks aren’t content creators by nature, but the customer journey is more digital and media-rich than ever. Visla bridges the gap. It gives financial institutions the tools to create high-quality videos quickly, securely, and collaboratively.
The ROI on video is no longer a question. It’s an expectation. Start with one use case. Test, learn, and scale.
Your future customers will expect it.
FAQ
Marketing strategies for banks are structured plans designed to attract, engage, and retain customers across retail, commercial, or investment banking sectors. These include digital content marketing (e.g., educational videos, webinars), SEO, local search optimization, social media outreach, referral programs, and personalized email campaigns. Increasingly, banks are leveraging AI tools for hyper-targeted messaging, predictive analytics, and omnichannel customer journeys to improve acquisition and lifetime value. Video marketing has also become a central tactic, with over 86% of marketers saying video drives ROI and engagement, especially effective for explaining complex financial products or onboarding customers visually.
Yes, banks increasingly use influencer marketing, particularly to reach younger, digitally native audiences who trust peer recommendations over traditional advertising. This strategy involves partnering with content creators—often in finance, lifestyle, or business niches—who authentically promote banking products or services. For example, fintechs and traditional banks alike have turned to TikTok’s #FinTok community, where videos with finance-related content exceeded 5 billion views in 2024 alone. Influencer marketing helps humanize financial brands, improve reach, and generate engagement at a fraction of the cost of large ad campaigns.
Increasing sales in banking involves aligning product offerings with customer needs and using digital tools to drive discovery and conversion. Relationship managers can boost cross-sell and upsell performance through personalized video follow-ups, CRM-integrated prospecting, and AI-based lead scoring. On the digital side, banks are adopting targeted landing pages, explainer videos, and chatbots to guide users through products like credit cards, mortgages, or investment accounts. Integrating video marketing into the sales funnel has been shown to increase landing page conversions by up to 80%, making it a key lever for revenue growth.
The 7Ps of bank marketing—Product, Price, Place, Promotion, People, Process, and Physical Evidence—form a holistic framework for delivering a competitive and customer-centric banking experience. ‘Product’ covers financial services like loans or mobile apps; ‘Price’ refers to fees and interest rates; ‘Place’ addresses branch and digital access points; ‘Promotion’ includes advertising, email, and video campaigns; ‘People’ refers to customer service teams; ‘Process’ involves onboarding and transaction efficiency; and ‘Physical Evidence’ includes branding, website UX, and video assets. By refining each “P” with modern tools like video tutorials, AI-based personalization, and digital onboarding flows, banks can dramatically improve engagement and loyalty.
Current trends in bank marketing include AI personalization, short-form video content, influencer partnerships, sustainability messaging, and digital self-service experiences. Banks are investing in automation tools like AI video generators, predictive email targeting, and real-time analytics to create scalable yet personalized campaigns. Social platforms such as YouTube, Instagram, and TikTok are now central to acquisition strategies, especially for Gen Z and Millennials, 72% of whom prefer video content from their banks over other formats. These trends show a shift toward trust-building, accessibility, and media-rich education as the pillars of modern bank marketing.