Top 5 financial explainer videos: key lessons you can borrow

Mastering finances — or diving into those fancy new financial tools — can feel like cracking a code without a key. How do you even start to understand a new app that’s supposed to make things easier? And for businesses, how do you connect with customers in a way that actually makes sense to them?

One smart solution: make an explainer video. But how do you do it right? Let’s look at some top examples and see what we can learn from them. Read on!

#1 Sommelier Finance Explainer Video

This is a funny explainer video for a cryptocurrency trading app. Not only are the visuals important here, but also the play on words with multiple meanings, like “farm” or “yield.”

There are just a few frames actually explaining the app — and that’s quite enough. Since the audience of the application is cryptocurrency investors, there is no need to explain everything.

It lasts only 30 seconds, which is a perfect time frame for an explainer video.

What about the animation? 2D graphics with character animation are perfect for engagement.

Lesson learned: This video shows that when you’re speaking to a niche crowd — like cryptocurrency investors — skip the long intro and dive right into what matters. The mix of humor, wordplay, and concise content packs a punch without overstaying its welcome.

#2 Behavioral Financial Planning Animated Explainer Video

Having your own financial advisor sounds kinda fancy. But what if you have a hard time managing finances? In our world, temptations are everywhere; you don’t even need to go outside! Avoiding poor financial decisions is getting harder by the hour.

That’s why you can use a simple solution: a financial advice app. In this animation video, we see an introduction to the problem, examples to connect with the audience, and a solution. The animation is bright, easy, and very relatable.

Lesson learned: When making an explainer video, remember: relatability is key. Show that you get your audience’s struggles, keep the tone light, and make the solution feel like a natural, easy choice. A bright, inviting animation style helps keep it approachable and memorable.

#3 MasterCard “By the Numbers”

This video nails the art of simplicity. Just look: MasterCard delivers a straightforward message about its digital services, supported by minimalistic illustrations that depict everyday life. How does it feel? 

Familiar, right? To top it off, the cheerful, easy-going music creates a light, positive vibe that makes you actually want to pay attention.

Lesson Learned: MasterCard shows that less is often more. Instead of overwhelming viewers with features and data, it leans into simplicity, using visuals and music to create an emotional connection.

#4 PayPal “Ubiquity” Series

This series of snappy videos shows just how common PayPal is — but not in the typical “numbers and charts” way. Each short video compares PayPal’s reach to quirky, everyday stats, like the number of pigeons in New York or Americans named Bob. It’s funny, don’t you agree? And it is super short! Well, do they need more? Apparently, not. 

Lesson learned: PayPal proves you don’t need to throw endless data at viewers. A short, focused message with a dash of humor can make your brand both relatable and unforgettable. So, when creating your own financial explainer, remember that a fun comparison, a little humor, and a single clear point can make all the difference.

#5 RemitBee

RemitBee’s video cleverly uses its mascot — a little bee — to make the company name memorable and fun. The animation style is simple but effective, with a lively, cheerful voice over through the whole video.

The bee character keeps buzzing around the screen from start to finish, adding energy and guiding viewers’ attention to key parts of the message. This keeps the video dynamic, and visually interesting, making it hard to look away.

Lesson Learned: Use a memorable character to direct attention.

RemitBee shows that a simple animation with a consistent, lively character can make a big impact. The constant movement keeps viewers engaged, and the character gives the brand a friendly, approachable feel.

What Makes a Good Animation Explainer Video?

A good animation explainer video boils down to a few key elements. First, simplicity is essential. The video should be short and straightforward, cutting out any distractions so that viewers stay engaged until the very end. Each element —whether visual or verbal — needs a purpose, keeping the focus on the message. Second, a clear message is critical. What does that mean? You have to get people to understand what you offer. 

Third, understanding the audience is also vital; creators of top explainer videos know who they’re speaking to, their needs, and the problems they face. 

Conclusion

Explainer videos are an unbeatable tool for making complex financial topics feel clear and accessible. Whether you’re introducing a new app or promoting a financial service, the right video can bridge the gap between technical details and real-world relevance. 

Ready to make your complex financial tech easy and engaging with animation? Let us bring your ideas to life!