This 2D animation for Berkshire Money Management breaks the firm’s wealth advisory process into five clear steps, from an informal first conversation to ongoing portfolio monitoring, giving pre-retirees a reassuring look at what working with an advisor actually involves. Created in 2018, when financial firms were still largely relying on brochures rather than video to explain their process.

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About This Financial Services 2D Animation Video

The Challenge: Meeting with a financial advisor can feel intimidating, especially for people who haven’t organized their finances before. Berkshire Money Management needed to lower that barrier before a prospective client ever walked in the door.

The Solution: We structured the video around the firm’s real five-step process, starting with a low-pressure conversation over coffee rather than a request for financial documents, so the tone stays approachable from the first frame.

The Result: A video that demystifies wealth advisory work, giving prospective clients a clear map of what to expect and reducing the anxiety that often keeps people from seeking help.

Key Features That Make This Financial Services Animation Work

  • De-escalated opening: starting with “a conversation” instead of a financial audit immediately lowers the stakes for a nervous first-time viewer.
  • Visual metaphors: a mountain climb and a deep-sea dive stand in for setting goals and uncovering portfolio details, making abstract planning concepts easy to picture.
  • Step-by-step clarity: each of the five stages gets its own clean visual chapter, so the process never feels like one overwhelming block.
  • Warm brand tone: a considered color palette and friendly character design keep the firm feeling personal rather than corporate.

Technical Details

Year: 2018

Format: Vector-illustrated 2D motion graphics with character animation

Style: Warm, professional, reassuring

Purpose: New-client education and onboarding

Runtime: 2 minutes, 32 seconds

Target Audience: Retirees, pre-retirees, and families planning for retirement

Deliverables: YouTube and client onboarding materials

Why 2D Animation Works for Financial Services Firms

Financial planning is full of jargon and paperwork, which makes it easy for a firm’s actual process to stay invisible until a client is already sitting across the table. That gap is where hesitation and mistrust tend to grow.

Animation lets a financial services firm show its process before a client ever commits to a meeting, using visual metaphor and pacing to make each step feel manageable rather than clinical.

That clarity also does double duty internally, giving advisors a consistent way to set expectations with every new client from day one.

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