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HeyGenfor Finance

Earn their trust as an adviser before you first meet

Create videos that look and sound like you, covering the product, myth or question you address every week, for the social feeds your next client browses.

An adviser at her desk, filmed for a product explainer

This week’s client note

Writing for
Type of note

We draft a clear script with sources; you can edit every line before the video is rendered. Sign up first. The same card then opens in your workspace, ready for you to start drafting.

Three topics every finance professional needs to cover

Each row shows an app skill card. Choose one here to open the same card once you’ve signed up.

  1. Product explainerUnderstanding Roth conversionsAdvisersStart this note: Product explainer
  2. Myth-bustingHow much will you need for retirement?AdvisersStart this note: Myth-busting
  3. IntroductionMeet the financial adviserProspects researching your businessStart this note: Introduction
  • An adviser in a navy jumper at his desk, recorded for a product explainer

    Product explainer

    A clear script with sources. You can edit every line before the video is rendered.

  • An adviser in her office, filmed for a myth-busting video

    Myth-busting

    The script examines and counters it, citing sources and avoiding absolute claims.

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

    Introduction

    The script introduces you using publicly available information.

Your expertise, your review, your face on screen

  1. Enter 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-English script, with sources.

  2. Review and edit each line

    Edit any line, then export the text for your headteacher or your records.

  3. Your avatar delivers it

    Record once, including a consent video. Your finance cards will be ready in the app. Download the MP4 and script for your records.

Trusted by people whose business carries their name

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

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

With HeyGen, we could create short, engaging videos to a professional standard. Being able to scale up production made a real difference to our team.

Jesse BrileySenior Manager, Marketing Engagement, Equity Trust Company

Read the story: Jesse Briley

Real advisers. Real people. Proven results.

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

  • “A deepfake of me is a liability.”

    Every video twin begins with a consent video you record yourself, reading a code shown on screen. Only your account can generate videos using your likeness, and HeyGen remove twins on request.

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

  • “Our compliance team would never sign this off.”

    The workflow starts with the script: you read 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, ready to download for your records before anything goes live.

  • Choose real footage or your avatar for each video

    Many advisers use real footage for the introduction and leave the regular explainers to the avatar. Either way, you review every script first, and the card you choose here opens after you sign up.

    Draft my introduction

Common questions from advisers before getting started

  • Can my compliance team review the script before the video is created?

    Yes. Nothing is rendered 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 script for each video and save them in your firm’s existing archive. HeyGen do not replace your books-and-records system.

  • Is the video labelled as AI-generated?

    You control the script and on-screen text. Many firms add a notice to the script or lower third to indicate that the content is AI-generated; we recommend doing so 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. You’ll find paid plans on the pricing page.

Explain it once. Share it whenever someone asks.

Choose a product, a myth or your profile. Review the script before the video is rendered, and the same card will open once you’ve signed up.

Draft the explainer