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HeyGenfor Finance

Become their trusted advisor before you first meet

Turn the product, myth, or question you address each week into videos that look and sound like you, tailored to the feeds your next client scrolls through.

An advisor at her desk, recorded for a product explainer

This week’s client update

Writing for
Kind of note

We draft a clear, plain-language script with sources; you edit every line before anything renders. Sign up first. The same card opens in your workspace, ready for your draft.

Three topics every finance professional needs to cover

Each row is an app skill card. Choose one here, and the same card will open after you sign up.

  1. Product explainerUnderstanding Roth conversionsAdvisorsStart this note: Product explainer
  2. Myth busterHow much do you need to retire?AdvisorsStart this note: Myth buster
  3. IntroductionMeet the financial advisorProspects who look you upStart this note: Introduction
  • An advisor in a navy sweater at his desk, recorded for a product explainer

    Product explainer

    A plain-language script with sources. You edit every line before anything renders.

  • An advisor in her office, recorded for a myth buster

    Myth buster

    The script explains and refutes the myth, citing sources and avoiding absolute claims.

  • An advisor in a green polo at home, recorded for an introduction

    Introduction

    The script introduces you using the publicly available information there.

Your expertise, your review, your face on screen

  1. Name the product or myth, or paste your profile

    If you have commentary that’s already been reviewed by compliance, add it here. We’ll use it to draft a plain-language script with sources.

  2. Read and edit every line

    Change any line, then export the text for your principal or your files.

  3. Your avatar delivers it

    Record once, with a consent video. Your finance cards wait in the app. Download the MP4 and the script for your records.

Trusted by people whose names are their brands

A self-directed IRA custodian, a mortgage broker, and a gold coin dealer with over 1.2 million YouTube subscribers. Figures are self-reported; links lead to their full stories.

Jesse Briley
  • 12videos per hour
  • 5xfaster video production

With HeyGen, we could create short, engaging videos that maintained professional quality. The ability to scale production made a real difference for our team.

Jesse BrileySr. Manager, Marketing Engagement, Equity Trust Company

Read the story: Jesse Briley

Real advisors, real faces, real results

Only what the product does today. Nothing here constitutes legal advice; your compliance officer has the final say.

  • "A deepfake of me poses a risk."

    Every video twin starts with a consent video you record yourself while reading an on-screen code. Only your account can generate videos using your likeness, and HeyGen removes twins on request.

  • A financial advisor at her desk, talking to the camera

  • "My compliance team will never approve this."

    The workflow starts with the script: you review and edit every line before anything is rendered, then download the MP4 and script for pre-approval and your records. FINRA guidance applies the same communication standards whether the content was produced by a person or an AI tool.

  • What you keep

    The approved script and MP4, available to download for your records before anything goes live.

  • Choose real footage or your avatar for each video

    Many advisors keep the introduction as real footage and let the avatar handle recurring explainers. Either way, you review every script first, and the card you choose here opens after sign-up.

    Draft my introduction

Common questions from advisors before getting started

  • Does my compliance team see the script before the video exists?

    Yes. Nothing renders until you have read the script. Export it as text for your principal, edit any line, then render.

  • How do I archive what I publish?

    Download the MP4 and the script for every video and file them in the archive your firm already uses. HeyGen does not replace your books-and-records system.

  • Is the video labelled as AI-generated?

    You control the script and the on-screen text. Many firms add a disclosure about AI-generated content to the script or the lower third; we recommend this for client-facing content.

  • Who can render videos with my likeness?

    Only your account. Every video twin starts with a consent video you record yourself.

  • Which languages can my avatar speak?

    Create videos in over 175 languages and dialects from a single recording.

  • What does it cost?

    Get started for free. Paid plans are listed on the pricing page.

Explain it once. Share it with everyone who asks.

Choose the product, the myth, or your profile. You can review the script before it renders, and the same card opens after you sign up.

Draft the explainer