Wealthify

Our Approach

Recognised as one of the leading apps for straightforward investing, Wealthify use intelligent automation and human expertise to make sure their customers cash is working hard for them. They’re a forward thinking financial body, and we wanted to make sure any content we produced highlighted their refreshing, positive approach to finance and set them firmly apart from their stuffy and intimidating competitors.

Whether you’re just starting out or are a seasoned pro, investing can feel daunting at the best of times. Our main goal with all of our content was to keep the tone light, engaging, and welcoming, to position Wealthify as your trusted partner for taking control of your assets. Working alongside their in-house marketing team, we developed 4 scripts focusing on 3 core content pillars - educate, reassure, and engage. From there, we worked with their compliance team to refine the messaging and ensure phrasing, descriptions and summaries were in-line with financial guidelines.

the outcome

In their warm and vibrant Cardiff-based head office, on the day of filming we worked alongside their marketing team and Chief Investment Officer to deliver pieces to camera that felt authentic and straight talking. Having their team available to us on the day was invaluable and meant that we could make small adjustments on-the-go to ensure content flowed naturally whilst remaining accurate and informative.

All content was captured on our full cinema rig setup, which meant we could achieve unwavering quality in image and sound to set us up nicely for post production. In-keeping with their relatable tone, Wealthify wanted a subtle UGC-style feel to their video edits and wanted to avoid slow pacing, plain delivery, or anything that would make them feel ‘too corporate’. To achieve this, we incorporated hand designed illustrations, stock footage, and engaging cuts and frame animations to give the content an upbeat and engaging feel.

To satisfy the many social applications required, all content was shot in 16:9 with the ability to crop in to a 9:16 frame, allowing us to edit for long and short form content platforms. A key consideration when producing social-first content for established brands is accessibility and compliance so, to ensure we satisfied both of these requirements, we used burnt in video captions in Wealthify’s brand font and paired our content with licensable music to avoid any issues with copyright across platforms like TikTok and Instagram.

As a supplement to the day, we also provided Wealthify with a suite of behind the scenes imagery of our content day that they could use freely across their social media, website, and internal comms.