for Finance
Become their trusted adviser before the first meeting
Turn the product, myth or question you discuss every week into videos that reflect your look and voice, created for the social feeds your next client browses.
This week’s client update
We draft a clear, straightforward script with sources; you can edit every line before the video is generated. Sign up first. The same card opens in your workspace, ready for you to start drafting.
Three topics every finance professional needs to cover
Each row is an app skill card. Select one here, and the same card will open after you sign up.
- Product explainerUnderstanding Roth conversionAdvisersStart this note: Product explainer
- Myth busterHow much money will you need for retirement?AdvisersStart this note: Myth buster
- IntroductionMeet the financial adviserProspective customers searching for youStart this note: Introduction
Product explainer
A script in clear, simple English, with sources included. You can edit every line before the video is rendered.
Myth buster
The script examines and refutes the myth, citing sources without making absolute claims.
Introduction
The script introduces you using publicly available information from that source.
Your expertise, your review, your face on screen
Enter the product name or myth, or paste your profile
If you have commentary already reviewed by your compliance team, add it here. We use it to draft a clear, straightforward script with sources.
Read and edit every line
Edit any line, then export the text for your principal or your records.
Your avatar delivers it
Record once, along with a consent video. Your finance cards are ready in the app. Download the MP4 and script for your records.
Trusted by people whose name is their brand
A self-directed IRA custodian, a mortgage broker and a gold coin dealer with over 1.2M YouTube subscribers. Figures are provided by the customers; follow the links to read their full stories.
- 12videos per hour
- 5xfaster video production
With HeyGen, we could create short, engaging videos while maintaining professional quality. The ability to scale video production made a significant difference to our team.
Jesse BrileySenior Manager, Marketing Engagement, Equity Trust Company
Read the story: Jesse BrileyReal advisers, real results, real faces
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 that you record yourself while reading a code displayed on screen. Only your account can generate videos using your likeness, and HeyGen removes video twins on request.
“My compliance team would never approve this.”
The workflow starts with the script: you review and edit every line before rendering begins, then download the MP4 and script for pre-approval and your records. FINRA guidance applies the same communication standards regardless of whether the content is produced by a person or an AI tool.
What you retain
The approved script and MP4, available to download for your records before anything is published.
Choose real footage or your avatar for each video
Draft my introductionMany advisers use actual footage for the introduction and let the avatar present the recurring explainers. Whichever approach you choose, you review every script first, and the card you select here opens after you sign up.
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 can I archive the content I publish?
Download the MP4 and script for each video and save them in your firm’s existing archive. 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 include a disclosure in the script or the lower third stating that the content is AI-generated; we recommend this for client-facing content.
Who can create videos using my likeness?
Only your account. Every video twin begins with a consent video that you record yourself.
Which languages can my avatar speak?
Create videos in over 175 languages and dialects from a single recording.
How much does it cost?
Get started for free. You can find paid plans on the pricing page.
Explain it once. Share it with everyone who asks.
Choose the product, the myth or your profile. Review the script before the video is generated, and the same card opens after you sign up.
