Professional services explainer videos make advisory work and specialized offers easier to assess before a meeting. These examples cover digital transformation, financial education, creator taxes and recruiting.
By
Larry Mutenda
| What are the best professional services explainer video examples? Strong professional services explainer video examples include Wilson Insurance and Financial Strategies for a financial strategy, KPMG for an alliance offering, Vanguard for client education, Ameriprise Financial and H&R Block for service introductions and Deloitte Australia for recruiting. |
Professional services explainer videos are short videos that make advisory, accounting and consulting work easier to understand before a meeting. The service is often hard to see in advance. A clear video can show the client situation and how the firm works with it.
This article looks at six explainer video examples for professional services from Wilson Insurance and Financial Strategies, KPMG, Vanguard, Ameriprise Financial, H&R Block and Deloitte Australia. For each one, I describe what the video covers, who it speaks to and what other firms can take from it. After the examples, I cover turning an intangible service into a visual process and showing expertise without bragging. Then I explain how to plan your own professional services explainer video.
The work sold by an advisory firm is often difficult to inspect before an engagement. Videos can make the client situation, the service relationship or the learning topic more tangible than a list of credentials.
Here is a quick overview of the six videos in this article, grouped by how each company uses the video. The table links to each example below.
We picked videos that each show a different job a professional services explainer can do: a financial strategy, an offering overview, client education, service introductions and recruiting.
The lead example, Wilson Insurance and Financial Strategies, comes from the Creamy Animation video library. The other five videos are published on each company’s own YouTube channel and were publicly available when we checked them in October 2026. We describe each video from its own content and description, and we credit any figures to the company that published them.
| # | Company | Use |
|---|---|---|
| 1 | Wilson Insurance and Financial Strategies | Lead example: financial strategy |
| 2 | KPMG | Explaining an offering |
| 3 | Vanguard | Client education |
| 4 | Ameriprise Financial | Service introduction |
| 5 | H&R Block | Service introduction |
| 6 | Deloitte Australia | Recruiting |
A business owner can recognize a financial objective while struggling to picture the mechanism behind a proposed strategy. Wilson uses one owner’s situation to make that mechanism concrete. The same need for specificity appears when a firm introduces a service or speaks to potential recruits.
The Wilson Insurance and Financial Strategies video is drawn from the Creamy Animation video library.
Wilson Insurance and Financial Strategies uses a business owner called Mike to frame its video. The video describes him as having more than $20 million in a holding company and wanting to continue growing his wealth. That makes the audience and the scenario specific from the start.
The video presents a strategy involving investment in a business and a life insurance asset at the same time. Its video has two parts. It says the death benefit moves money out of the corporation tax free through the capital dividend account. It also says the cash component can fund business opportunities tax efficiently.
The audience is a business owner considering a specialized advisory conversation. A video like this could sit on a relevant service page or prepare a prospective client for a meeting. The runtime is 1:14 and the format is cartoon animation.
The lesson is the use of one defined situation to introduce a mechanism. I borrow that clarity of scope. I also keep the limits of the scenario explicit. Other professional firms can make an abstract service easier to understand by describing who it is for, what happens and which questions require individual assessment.
A company investigating digital transformation encounters a partnership between an advisory firm and a technology provider. Recognizing both names does not tell the buyer what the combined offer means for the company. A partnership overview can connect the firms with the work they support.
KPMG and Microsoft address that combined role. Prospective clients may otherwise assume the relationship is simply a logo pairing or struggle to see why two organizations are involved.
Wilson uses a persona to introduce an advisory mechanism. A partnership introduction has a different subject, but the same difficulty exists before the engagement: clients need something more concrete than the names of the providers before they can begin assessing the offer.
KPMG’s alliance video covers how KPMG and Microsoft help companies with digital transformation. It speaks to businesses considering that combined offer. A partnership needs a service context. The two brand names alone do not describe its purpose.
A client hears several investing principles and needs to understand how they belong together. A short service pitch cannot carry the same teaching load as a lesson on goals, diversification, costs and discipline. The financial topic needs room for connections and examples supported by the material.
Vanguard uses a 22-minute episode for those principles and related behaviours. Without a connected lesson, a new investor may encounter separate tips and mistake them for a coherent approach.
This is general client education. Wilson’s lead is a specific advisory scenario. The distinction keeps a learning resource from being presented as an individual recommendation. It also shows why a longer episode can belong alongside short professional-services videos when its educational role is made clear.
Vanguard covers goals, diversification, costs and discipline, along with dollar-cost averaging and avoiding the pursuit of trends. The 22-minute episode is for people learning investing principles. Advisory firms can borrow the separation between an extended educational resource and a short service introduction.
A creator earning from sponsorships, ads and affiliate activity may not see their work reflected in a broad tax-service message. A focused service spot can identify that income context before inviting a deeper conversation. The recognition happens through the client’s situation.
H&R Block’s Creator Suite spot addresses that specific group. Without an audience-specific account, a prospective client may assume the offer is aimed at more conventional employment or business circumstances.
Wilson similarly starts with a defined owner rather than every possible financial client. The comparison concerns audience specificity, not the suitability of either service for an individual.
Ameriprise Financial’s video introduces its financial advisors and the personal advice they give for short- and long-term goals. According to its description, the focus is the one-to-one relationship between a client and an advisor they trust. The lesson for advisory firms is to put the client relationship at the centre of a service introduction.
H&R Block’s 30-second Creator Suite spot addresses tax filing for creators with sponsorship, advertising and affiliate income. It gives a broad professional service a recognizable client context. Other firms can learn from naming the income or work situation that makes an offer relevant.
A candidate considering an advisory firm needs a picture of the work and people they might encounter. The client-facing service catalogue does not necessarily answer that question. Recruiting content can introduce the variety of the professional environment.
Deloitte’s message centres on diverse clients, projects and people. A recruiting video that skips this can leave candidates aware of the firm’s reputation but knowing little about the experience being presented to recruits.
The purpose differs from a client deciding whether to book an advisory meeting. A recruitment video should help a potential colleague assess the opportunity. Wilson’s financial scenario would not supply that context because its persona and mechanism serve a prospective client’s question.
Deloitte Australia builds its recruiting video around the diversity of clients, projects and people. It addresses candidates considering the firm as a place to work. Show the range of the work environment in recruitment content. Do not reuse a client sales message.
Describe the work through its inputs, stages and practical outputs. A client should understand what they bring to the engagement and what happens next. That gives a visual process something concrete to represent.
Wilson’s message uses one owner and a two-part mechanism. A consulting firm could instead describe the stages of a review or an engagement. Keep the sequence faithful to the service. Do not turn a flexible advisory relationship into a rigid promise that every client follows the same path.
One practical planning exercise is to describe the engagement without mentioning the firm’s name. If the process still sounds vague, the script probably needs more concrete information about the work. Identify the starting question, the activities that address it and the form of the next practical output.
Avoid promising a result simply to give the video a neat ending. Professional work may lead to a recommendation or a clearer decision rather than a fixed outcome. Make that value understandable on its own terms. A credible process video does not need to make every engagement sound identical.
Show expertise by making the difficult part understandable. Define the question accurately and describe why a particular piece of information matters. That can demonstrate judgment clearerly than a list of adjectives about the firm.
I include credentials where they help the prospective client assess the service. I also distinguish an illustrative client situation from a documented client outcome. A persona can describe a mechanism without implying that it is a verified case study.
Choose proof according to the claim. A qualification can support a statement about expertise. A documented case can support a carefully scoped account of past work. A fictional persona can describe a mechanism. Those forms of support should remain distinguishable in the finished video.
I also remove credentials that interrupt the video without helping the prospective client assess it. Put fuller background on the surrounding page. The video can then focus on the question that brought the prospective client there. Expertise becomes easier to judge when the firm describes the problem clearly and identifies what it would need to learn next.
Choose whether clients need to understand the service mechanism or learn a broader topic. Wilson’s scenario and Vanguard’s long lesson have different scope. A recruitment message needs another outcome entirely.
Name the client’s work or financial situation without implying that a persona is a real case study. H&R Block’s creator focus illustrates how a specific audience can make a broad service category more recognizable.
Distinguish a hypothetical mechanism from a verified client result. Keep the reviewer’s conditions in the script. For a partnership overview, identify the combined service rather than relying on the reputation of the participating firms.
Related reading: explainer videos guide.
Use a process view for an engagement and people when the employment or client relationship matters. Deloitte’s recruiting topic concerns varied projects and colleagues. That is a different visual brief from a financial mechanism.
Related reading: explainer video cost.
Put client education beside the relevant service context and recruiting material on the candidate path. Long resources such as Vanguard’s episode need a clear topic and duration so people know what learning commitment they are making.
Explain the client’s starting situation, the work involved and the practical output. A process or a carefully bounded scenario can give an intangible service structure. Keep illustrative examples distinct from documented results and avoid implying that every engagement is identical.
Show people when their presence helps describe the relationship or establish a relevant personal connection. Use animation when the process or mechanism is the difficult part. A combination may suit the task. Choose based on what the client needs to understand.
Use it where a prospective client is considering the relevant service. A service page, meeting preparation message or focused follow-up can provide practical context. Keep the surrounding information aligned with the scenario and invite the appropriate next conversation.
A clearly identified illustrative persona can make a service easier to understand. Do not present that persona as a real client testimonial or a verified outcome. Keep the circumstances and any limitations explicit.
A service introduction can be 30 seconds to two minutes. Client education can run longer because viewers are learning a topic, not judging a firm.
Real advisers help when trust in people is the main reason clients choose a firm. Animation helps when the service is a process or a strategy that is hard to film.
No. It prepares the client for one. A good video answers basic questions so the meeting can focus on the client’s situation.
They show the range of work and the people candidates would work with. Deloitte Australia builds its video around clients, projects and colleagues.
Make the service understandable before asking the prospective client to judge its value. A specific situation and a clear process can give a prospective client a better starting point for a conversation.
Larry is the founder and Chief Storyteller at Creamy Animation, founded in 2009. He leads a team that creates story-driven videos for businesses and nonprofits. 15+ years in video strategy and production, specializing in SaaS, B2B, and nonprofit storytelling. A marketer, designer, and animator, Larry has overseen the production of more than 1,500 videos for Fujitsu, Logitech, Warner Brothers, NFL, Blockdaemon, Astronomer, Canonical, and 370+ others.
For Larry, God is first, and everything else is a blessing that comes from serving Him. When he’s not working, he’s hanging out with his wife and three kids, playing the piano, or pursuing his filmmaking side hustle.
