Financial enterprises in New York City utilize video to simplify complex messages and interact with their viewers. The following section examines successful financial video campaign productions within NYC which we evaluate on multiple levels from execution to measurable results. The video marketing success stories provide valuable lessons which guide marketers who want to duplicate their results.
Case Study 1: J.P. Morgan’s “The Way Forward” Series
The Challenge
As economic instability settled during 2021 J.P. Morgan aimed to establish itself as an authority in economic matters. The initiative aimed to combine brand-promoting efforts with informative content deliveries for both high-net-worth clients and institutional investors about market developments.
The Strategy
J.P. Morgan collaborated with local video production companies in New York to create “The Way Forward” featuring combined expert talks and data-oriented presentations with high-end visual elements. Key objectives included:
- Simplifying macroeconomic insights (e.g., inflation, supply chain disruptions).
- Highlighting the bank’s global advisory capabilities.
- Driving engagement on LinkedIn and YouTube.
Execution
- Pre-Production:
Scripts were co-developed with J.P. Morgan’s economists to balance depth and accessibility. The team storyboarded segments to intersperse talking heads with dynamic b-roll (e.g., global stock exchanges, tech innovations). - Production:
Filmed in NYC and international hubs, the series featured high-profile analysts and CEOs. Drone shots of NYC’s skyline underscored the bank’s rootedness in global finance. - Post-Production:
Editors incorporated real-time data visualizations (animated charts, heatmaps) and closed captions for accessibility.
Results
- 4.5M+ views across platforms in Q1 2022.
- LinkedIn engagement rate 3x higher than industry benchmarks.
- 28% of viewers clicked through to download J.P. Morgan’s whitepapers.
Key Takeaways
- Authority + Relatability: Combining expert commentary with sleek visuals made complex topics approachable.
- Platform Optimization: Vertical edits for LinkedIn Stories boosted mobile engagement.
- Global-Local Balance: NYC backdrops lent credibility, while international footage emphasized reach.
Case Study 2: BlackRock’s “Investing for a New World” ESG Campaign
The Challenge
BlackRock needed to demystify ESG (Environmental, Social, Governance) investing for retail investors skeptical of “greenwashing.” Their existing content was too technical, failing to resonate with younger audiences.
The Strategy
BlackRock collaborated with a Manhattan financial video production services NYC agency to create “Investing for a New World”, a documentary-style campaign. Goals included:
- Making ESG tangible through real-world examples (e.g., renewable energy projects).
- Targeting millennials and Gen Z investors on TikTok and Instagram.
- Aligning with CEO Larry Fink’s annual letter emphasizing sustainability.
Execution
- Pre-Production:
The team identified ESG “heroes” (e.g., a solar startup founder, a sustainable fisheries NGO). - Production:
Shot on location in NYC and global sites (e.g., wind farms in Texas, reforestation in Brazil). Directors used handheld cameras for an authentic, grassroots feel. - Post-Production:
Editors added QR codes linking to BlackRock’s ESG fund portfolio. TikTok cuts featured trending sounds and quick cuts (<10 seconds) to highlight key stats.
Results
- 12M+ impressions on TikTok, with 45% of engagement from users under 35.
- ESG fund inflows increased by 18% in 6 months.
- Campaign shortlisted for a Cannes Lions award in Sustainability.
Key Takeaways
- Show, Don’t Tell: Real projects (not jargon) built trust.
- Meet Audiences Where They Are: TikTok edits capture short attention spans.
- QR Codes for Conversion: Direct links simplified next steps for interested viewers.
Case Study 3: Mastercard’s “Priceless Possibilities” Small Business Series
The Challenge
During the pandemic, Mastercard aimed to support NYC small businesses while promoting its payment solutions. Traditional ads felt tone-deaf amid economic hardship.
The Strategy
Mastercard’s in-house team partnered with a Brooklyn financial video production studio to launch “Priceless Possibilities”, a campaign spotlighting local businesses that thrived using Mastercard’s tools. The dual focus was:
- Emotional storytelling to highlight resilience.
- Demonstrating product benefits (e.g., contactless payments, cash flow analytics).
Execution
- Pre-Production:
Selected 10 diverse NYC businesses (e.g., a Harlem bookstore, a Queens food truck). - Production:
Filmed intimate owner interviews alongside b-roll of customers using Mastercard. Directors emphasized raw, unfiltered narratives (e.g., overcoming lockdowns). - Post-Production:
Added overlays showing real-time sales data from Mastercard’s platform.
Results
- 92% positive sentiment on social media, with viral shares from NYC influencers.
- 15% uptick in small business sign-ups for Mastercard’s payment tools.
- Campaign featured in AdWeek’s “Top 10 Purpose-Driven Campaigns of 2021.”
Key Takeaways
- Community-Centric Storytelling: Authenticity trumped polish.
- Data as a Narrative Tool: Overlays proved product value without hard selling.
- Localized Impact: NYC-centric stories fostered regional pride and broader appeal.
5 Universal Lessons from NYC’s Financial Video Campaigns
- Clarity Over Complexity: Even BlackRock’s ESG series avoided jargon, using solar farms, not spreadsheets, to explain impact.
- Emotion Drives Action: Mastercard’s small business stories humanized fintech, making metrics relatable.
- Platform-Specific Edits: J.P. Morgan’s LinkedIn success relied on vertical video; BlackRock won Gen Z via TikTok.
- Collaborate with Experts: NYC’s niche financial video production services teams bring regulatory and creative expertise.
- Measure Beyond Views: Track secondary goals (e.g., whitepaper downloads, fund sign-ups) to prove ROI.
Why NYC Production Teams Deliver Results
From J.P. Morgan to BlackRock, NYC’s financial services video production studios thrive on:
- Speed: Rapid turnarounds for time-sensitive campaigns (earnings reports, product launches).
- Compliance Mastery: Navigate FINRA/SEC rules seamlessly.
- Cultural Relevance: Tap into NYC’s diversity for inclusive storytelling.
Ready to Craft Your Winning Campaign?
These successful financial video campaigns prove that strategic storytelling, paired with NYC’s production talent, can turn even niche financial topics into engaging content. Whether you’re targeting institutional investors or retail clients, video remains the most potent tool to build trust and drive action.
For end-to-end expertise in video production in NYC, explore Sinematic’s financial services video production. Their NYC-based team combines Wall Street savvy with cinematic flair to transform your message into measurable results.
