Financial Services & Insurance
Animated explainers for financial education and insurance
AutoScribble helps financial education teams, insurers, brokers and customer communication teams explain concepts — compound interest, excesses, no-claims discounts — in short narrated whiteboard videos. It is for education and clear communication. It does not know your product terms, so every script must come from your approved wording and pass your compliance review.
Who it's for: Financial education teams, insurers and brokers, building societies and credit unions, customer communications and compliance teams.
The communication problems we hear most
Terms confuse customers
Excess, premium, APR and 'sum insured' are everyday words to you and unclear to many customers.
Customer understanding expectations
UK firms are expected to communicate in ways customers can understand. Dense documents alone rarely achieve that.
Every word is reviewed
Financial promotions and customer communications go through compliance, so production must fit around careful sign-off.
Education budgets are small
Financial literacy teams and charities need a lot of content with limited resources.
What you can make
Financial literacy basics
Budgeting, compound interest and how credit scores work.
Insurance terminology
What an excess is and how it affects a claim, with a worked example.
Claims process
What happens after you report a claim, stage by stage.
Customer onboarding
How to use your account, what documents you'll receive and when.
Scam awareness
Common scam patterns and what your firm will never ask for.
Adviser explainers
How a broker is paid and what they do for the customer.
From source material to finished video
- 1
Start from approved wording
Paste text from your approved customer documents or education material. Don't let the tool invent terms or figures.
- 2
Use illustrative numbers
Label every worked example as illustrative, with round, obviously hypothetical figures.
- 3
Compliance review
Submit the script to compliance before generating, and the finished video before publishing.
- 4
Publish with context
Place the video next to the full terms and your standard risk wording.
AutoScribble does not provide financial advice and has no regulatory approval. Use only approved wording, label examples as illustrative, and have your compliance function sign off scripts and finished videos.
Worked example
Illustrative example. Source: approved education copy explaining a car insurance excess. Audience: first-time policyholders. Length: 60 seconds, portrait.
Sample narration
“Your excess is the part of a claim you pay yourself. Say your repair costs £1,000 and your excess is £250. You pay the first £250 and your insurer pays the remaining £750. A higher excess can lower your premium — but make sure it's an amount you could afford if you needed to claim. These figures are just an example.”
Storyboard (illustrative, not a rendered video)
- Scene 1
A car with a dented bumper and a £1,000 repair tag.
Your excess is the part of a claim you pay yourself.
- Scene 2
A bar split into £250 (you) and £750 (insurer).
You pay the first £250 and your insurer pays the remaining £750.
- Scene 3
A see-saw: excess going up, premium going down.
A higher excess can lower your premium…
- Scene 4
A wallet with a question mark; small caption 'Illustrative figures'.
…make sure it's an amount you could afford.
Prompts you can use today
Copy a prompt, or open it straight in the create box. Replace anything in square brackets.
Financial literacy
Make a 2-minute landscape whiteboard video explaining [concept, e.g. compound interest] to adults with no financial background. Use one clearly labelled illustrative example with round numbers, avoid any product recommendation or promise of returns, and end by suggesting they seek regulated advice for personal decisions.
Insurance term explainer
Create a 60-second portrait whiteboard video explaining what [term] means for policyholders, using only the approved wording below. Include one illustrative worked example labelled as such, and do not describe cover beyond what the wording says. [Paste approved wording]
Customer onboarding
Create a 90-second whiteboard video welcoming new customers and explaining what happens in their first 30 days, based only on the steps below. Friendly tone, one step per scene, and finish with how to contact us. [Paste steps]
What AutoScribble does
- Start from a typed idea, a pasted script, a website address, or an uploaded plain-text, Markdown or RTF document
- Edit the draft title, script and scene plan freely before anything is made
- Videos from 30 seconds to 4 minutes, in landscape (16:9) or portrait (9:16)
- Narration in 15 languages with a choice of voices
- Your logo and brand colours drawn into the sketch
- Download as MP4, share a private link, or embed on your website
- 100 credits make one minute of video; new accounts get 50 welcome credits for one free 30-second video
- Android app on Google Play; on iPhone, use the website in Safari
There is no LMS, SCORM or record-system integration: you download the video and upload it where you need it. Read how it works in how AutoScribble works or get the Android app.
When sketch animation fits
- General financial education
- Explaining terms and processes customers find confusing
- Onboarding and 'what happens next' journeys
- Scam and fraud awareness
When another format is better
- Personalised advice — only a regulated adviser should give it
- Detailed product disclosures — keep the formal documents
- Anything implying guaranteed outcomes
Questions from financial services & insurance teams
Can AutoScribble write compliant financial promotions?
No tool can guarantee that. It drafts from what you provide; your compliance team decides whether the result is fair, clear and not misleading before publication.
How should I use numbers in a financial explainer?
Use round, clearly hypothetical figures, label them as illustrative on screen and in narration, and never imply they reflect real returns or prices.
Can we add risk warnings?
Yes — include the required wording in the script so it's narrated or written on screen, and keep it in the page text beside the video.
Is it suitable for scam awareness?
Yes. Short, memorable explanations of what your firm will never ask for work well in portrait for social and SMS links.
Can videos match our brand guidelines?
You can set your logo and brand colours, so the drawn lines and highlights use your palette.
Sources and further reading
Step-by-step guides
How to create financial literacy explainer videos
Choose one concept, explain it with a single clearly labelled illustrative example using round numbers, avoid product recommendations or promised returns, and end by pointing viewers to free guidance or regulated advice. Draft in AutoScribble, then have a qualified colleague or compliance function review the script.
Read the guideHow to explain insurance terminology with animated examples
Make one short video per term, built only from your approved policy wording, with one illustrative worked example that's clearly labelled. Keep videos to 45–60 seconds in portrait, avoid describing cover beyond the wording, and route every script through compliance before generating.
Read the guidePlanning customer onboarding videos for financial services
Map the first 30 to 90 days of the customer journey — verification, documents, first statement, how to get help — and make one 60- to 90-second whiteboard video for each stage where customers call or drop off. Build every script from approved journey wording and route it through compliance.
Read the guideRelated sectors
- Legal & Professional Services — Plain-English explanation of regulated terms.
- Technology & SaaS — Fintech and insurtech product explainers.
- Charities & Nonprofits — Debt and money-advice charities.
- All sectors · What you can make · Pricing