Turning Boring Financial Services into Engaging Stories: A FinTech Success Story
Introduction
Financial services are essential, but let’s face it—most people find them confusing, dull, or intimidating. Complex terminology, lengthy documents, and technical jargon make it hard for potential customers to engage with financial products, even when they’re designed to improve their lives.
One financial technology (FinTech) company faced exactly this challenge. Despite offering a revolutionary platform that simplified investment planning, users struggled to understand its benefits. Website traffic was high, but engagement was low. Customers abandoned the site before completing sign-ups, and the sales team spent too much time explaining the same concepts over and over.
To bridge this gap, the company turned to Clayton Commercial Arts, an expert in creating high-impact explainer videos. Their mission? To transform a complex financial service into a compelling, easy-to-understand story—one that would capture attention, build trust, and boost conversions.
The Challenge
The FinTech company had a cutting-edge solution, but they faced three major obstacles in marketing their service effectively:
1. Low Engagement Due to Complexity
Financial products often involve intricate processes, and this platform was no exception. Potential customers needed to understand multiple factors—investment strategies, risk assessments, and long-term growth potential—before they could feel confident using the service. Unfortunately, lengthy blog posts and PDF guides weren’t making an impact.
2. High Drop-Off Rates on the Website
While website traffic was strong, the bounce rate exceeded 70%. Visitors would browse for a few seconds, feel overwhelmed by the financial jargon, and leave without taking action. This meant that potential customers weren’t sticking around long enough to see the value in the platform.
3. Inefficient Sales Process
The sales team spent significant time explaining the same fundamental concepts to prospects. Instead of discussing advanced features and tailored solutions, they were bogged down answering the most basic questions about the platform’s core functions. This inefficiency slowed the company’s ability to scale.
The company needed a clear, engaging, and easy-to-understand way to communicate its value proposition—and that’s where Clayton Commercial Arts stepped in.
The Solution: How the Explainer Video Was Used
Clayton Commercial Arts crafted a 90-second animated explainer video designed to simplify the FinTech company’s messaging and make financial services approachable, relatable, and visually engaging.
Step 1: Clarifying the Message
The first step was distilling the complex financial concepts into a clear, benefit-driven script. The team at Clayton Commercial Arts conducted in-depth discussions with the FinTech company to identify:
1. The biggest pain points customers faced.
2. The simplest way to explain how the platform worked.
3. The emotional and practical benefits of using the service.
The final script focused on real-world scenarios, showing how the platform could help users save time, grow their money, and gain financial confidence—all in plain, jargon-free language.
Step 2: Choosing the Right Animation Style
To keep the content engaging and professional, Clayton Commercial Arts selected 2D motion graphics with dynamic visuals and friendly characters. This style balanced trustworthiness and approachability, making financial planning feel less intimidating.
Step 3: Strategic Video Placement
Once the video was completed, it was strategically placed:
1. On the website’s homepage – As the first thing visitors saw, encouraging them to stay and explore further.
2. In marketing emails – Increasing engagement and click-through rates.
3. On social media – Making it easy to share and attract organic traffic.
4. In sales presentations – Helping the team explain the platform in seconds rather than minutes.
By replacing walls of text with a visually compelling narrative, the company ensured that potential customers immediately understood the value of their service.
The Results & Impact
1. Website Engagement Soared
1. Bounce rate dropped from 70% to 42%, as visitors stayed longer to explore the platform.
2. The video had an 85% completion rate, meaning viewers watched all the way through.
3. Sign-ups increased by 2.5X within the first three months.
2. Sales Team Efficiency Improved
1. Sales calls became 30% shorter, as prospects arrived with a basic understanding of the service.
2. The team could focus on closing deals rather than answering repetitive questions.
3. Sales reps reported that customers were more confident and ready to commit after watching the video.
3. Social Media & Email Performance Boosted
1. On social media, the video was shared widely, generating 30% more engagement than previous content.
2. Email campaigns featuring the explainer video had a 60% higher click-through rate than text-heavy versions.
Conclusion & Key Takeaways
Key Lessons from This Success Story:
1. Clarity is crucial – Simplifying complex concepts leads to better engagement.
2. Visual storytelling works – People process visuals 60,000x faster than text.
3. Strategic placement matters – Putting the video in the right locations maximized reach and impact.
4. Sales teams benefit too – A great explainer video makes sales more efficient.
If you’re struggling to make your financial service engaging and easy to understand, an explainer video from Clayton Commercial Arts might be the game-changer you need.
Ready to turn complexity into clarity? Let’s make your financial service stand out! 🚀